Viewing Account Details

 

The Account Details section is where general account-level settings are managed.

 

Accessing Account Details

Step 1 - Log into the Admin Console

Step 2 - Click on the Account Details link in the left hand navigation

mceclip1.png

 

Step 3 - On the Account Details page, there are 5 tabs:

  • Overview
  • Salesforce
  • Licensing
  • Logs
  • Integrations

 

Overview tab

Related articles:

mceclip2.png

Click the Add User button to manually add a user to your Revenue account:

mceclip7.png

mceclip8.png

 

 

Salesforce

The Salesforce tab is where account-level Salesforce settings are found. 

On the Settings sub-tab, Admins can:

  • view their Organization ID
  • Enable or disable the "Create Lead for every Inbound Call To a Call Tracking Number" setting
  • Enable or disable the "Create Smart Number Campaigns" setting
  • Configure who the Salesforce Connect User is
  • Select the recipient(s) for "Invalid Salesforce Connect User" emails

RingDNA Dialer field permissions are managed on the remaining sub-tabs. For details on this, view the article: How to Use Custom Fields

mceclip3.png

 

Licensing

The Licensing tab is where product licenses can be managed and requested.

Related articles:

mceclip4.png

 

Logs

The Logs tab is where account logs can be viewed.

Related articles:

mceclip5.png

 

Integrations

The Integrations tab is where 3rd party integrations are managed at the account-level.

mceclip6.png

Click the "Manage Connected Users" button to view all users in your account who have connected to either Gmail or Microsoft (Exchange/Office365):

mceclip9.png

mceclip10.png

 

Enable or disable access to an Email/Calendar provider by turning the toggles on or off. 

  • If the Gmail provider toggle is "ON" (for example), then users in your account will be able to connect their Gmail accounts on their User Settings pages.

mceclip11.png

 

The "# Licenses Available" link indicates the number of remaining Calendar Booking licenses available to be assigned to users. In this example, there are 73 unused Calendar Booking licenses:

mceclip12.png

 

Related Integrations articles:

Was this article helpful?

/