Certify.me User ManualUser Guides

Account

Account

When the ‘Account’ tab is clicked, the following page appears where the account details are visible.

‘User’ and ‘Admin’ can see their individual account details in this page. To ‘Super Admin’, the recently added account details will be visible in this page.

The existing details of user account can be modified in this page by filling or modifying the mandatory fields as mentioned below.

 

 


 

Account Name: Enter or modify the company name in the text box under this field.

Address Lines: Enter or modify the address details of the company in the two text boxes under Address Line1 and Address Line 2.

City: Enter or modify the city name in the text box under this field.

Country: Select the country from the drop-down under this field as shown below.

 

 


State: Select the state from the drop-down under this field as shown below.

 

 

 


Zip Code: Enter or modify the zip code of the location in the text box under this field.

Phone: Enter or modify the phone number in the text box under this field.

Contact Name: Enter or modify the contact name in the text box under this field.

Contact Email: Enter or modify the contact email in the text box under this field.

Time Zone: Select the time zone based on location from the drop-down under this field as shown in figure.

Data Retention Period: User can choose the retention period from the drop-down. The data beyond the chosen days will be deleted from the portal. The maximum is 28 days.

 


Twilio Setup: If client or user wants to setup their own twilio account for sending the SMS, they can configure it here.

For the Twilio account configuration, Account Id,Token and From Number are mandatory fields.

Status can be set up to active or inactive as per the requirement.

Click on ‘Save’ button at the bottom end after entering or modifying all the above details.