This article is meant to give an overview of the Profile Settings.
Contents
- Profile View by Permission Level
- Profile
- Users
- Teams
- Branding
- Integrations
- Billing
- Budget History
- Account Settings
- Notification Settings
- Saved Messages
- Email Settings
- Email Blocklist
- Meeting Settings
- Warehousing
Profile View by Permission Level
Admins have the following settings available to them:
Team Admins have the following settings available to them:
Managers & Users have the following settings available to them:
Profile
Profile is the subsection of Profile Settings, which displays the User’s individual Stats, Teams they are members of, AMB access, Warehouse access, and the area to edit sections of your User Profile (such as First Name, Last Name, Title, Phone Number, Handwriting, and Meeting Link).
This is where you would enable your email integration as well.
Users & Teams
Admin Only
Users is where an Admin can add and edit new and existing users. Teams is where an Admin can add and edit new and existing teams. To learn more about how to add Users & Teams see the following articles:
There are four different types of Roles in Postal: Admin, Manager & User.
- Admin can add and delete Users to the platform, assign User roles, manage the subscription level, set billing and budgeting for accounts, create templates and saved messages, approve marketplace items, approve/create direct mail, create and edit group orders, and connect integration partners.
- Team Admin can edit teams, enable notifications, edit budgets, approve items, create/approve direct mail, send as other users, approve magiclink orders, and create/edit subscriptions. *Team admins can only send as other users on the team where they have the team admin role.
- Managers can see user data and reporting, view all contacts, and view all campaigns (group orders).
- Users can create campaigns (group orders), add contacts, create lists and tagging, allocate contacts to Subscriptions, use the Postal Everywhere Google Chrome Extension for sending, create messages when the user message is indicated for an item, and send items.
Learn more about permission levels
Branding
Admin Only
Main Logo is the section to drag and drop or upload your company’s logo - only .png or .svg files are accepted. Your logo will be included in your gift and event invite workflows, including emails and landing pages, and can easily be included in your direct mail designs.
Both the Main Logo and Secondary White Logo are included and will be used based on the background on which the logo is set.
Brand Colors can also be added. These colors will be used in your Personalized Email and Event invite workflows as well as landing pages.
Additional Company Information: This area is used to add notes to landing pages. Potentially, any disclaimers you would like to add could go here.
Integrations
Admin Only
Integrations is where the Admin will connect their CRM to the Postal platform in order to sync the two systems.
For more information on setting up our various integrations, check out the Integrations section of our Help Center.
Billing
Admin Only
Billing is divided into three sections: Accounts, Team Budgets, and Transfers.
Accounts is where the Admin will access the Fund Management Account(s) and Billing Account for Postal.
- The Fund Management Account(s) is where funds are added to the Current Balance in Postal. Here, an admin can add new billing accounts or edit the payment method that is associated with a Fund Management account.
Team Budgets is where you can add, adjust, or view your teams' budgets and settings. Budgets can be adjusted in multiple ways:
- Budget Mode is how the budget is either divided (Per User), used collectively for everyone (Pooled), or there is no budget (Disabled)
- Budget Duration is how often the Budget Amount is reset for each User (Monthly, Quarterly, or Yearly)
- Budget Amount is your spending limit/cap on items and gifting. Budget Amount differs from Funds. Read more about the differences here.
Transfers is where you can transfer funds between accounts. Read more about transferring funds here.
- Domestic Transfer: Transferring between Postal Fund accounts with the same currency.
- Foreign Currency Transfer: Transferring between different currencies of Postal Fund accounts.
Budget History
Budget History outlines all budget transactions that take place, including Budget Resets based on duration settings and Budget adjustments made by Admins.
Account Settings
Admin Only
Account Settings displays your Company Info (Account Name, Display Name & Primary Company Address). Admins can also toggle whether or not they want to have item approvals on, Magiclink auto-approval, enable currency conversions, redact contact addresses, users being able to bulk send, users having access to swag creator, users viewing all Items and events, even those not approved, and much more.
More information on Account Settings can be found here.
Notification Settings
Notification Summary email settings will allow you to pick and choose what you would like to be informed on and how often.
More information on notification settings can be found here.
Saved Messages
Admin Only
Saved Messages is where the Admin will be able to create and edit pre-templated messages for Personalized Emails.
Email Settings
Team Admin, Managers & Users
General: Export a list of all your contacts who have unsubscribed from Postal emails.
Admin Only
General: Export a list of all contacts who have unsubscribed from Postal emails, and also unsubscribe contacts.
Personalized Emails is where Admins can control the timeline that allows a gift email to be confirmed when it is sent to a contact.
Email Templates are available to be selected. This is a product-wide choice.
Email Blocklist
This area is where you would add email domains that you would like to block from receiving Personalized Emails
Meeting Settings
Meeting Settings is where all roles can choose which scheduling method they would like to use for meetings set up through Google, Microsoft, Chili Piper, or Calendly.
Warehousing
Warehousing is where you go to set up your warehousing options and request warehousing services. Once you've requested services, you will be contacted by a representative to set up your warehousing.