This guide will help you to understand the options for Account Settings and the best practices for each.
Applies to: Admins
What You Will Learn
- Company Info
- User Access
- Account Configurations
- Budget Timeline
- Support Access
Customization and privacy go one step further in the Account Settings area of Profile Settings. Let’s start with Company Info.
Company Info
In the Company Info area, Admins can update the main Account Name, Display Name, and Primary Company Address.
The Account Name is shown internally, and the Display Name is what external contacts see.
User Access
The User Access section allows Admins to decide whether Users can see unapproved Items and Events or only those previously approved by an Admin.
From the Item Email Notifications dropdown, you can also decide which Admins get a notification email when a new Item is requested for approval by Users. The same holds true for Events.
Choose whether to allow all Postal users with the User role to Bulk send or not.
Account Configurations
MagicLink Settings include the option to Auto Approve after a certain amount of time.
- Never
- After 2 Business Days
- After 5 Business Days
- After 10 Business Days
The default is Never and we recommend using the Never option.
Redact Contact Addresses will set all existing contact addresses as blurred to Users. Admins will still be able to see addresses. When creating a new contact the address info is still available
Budget Timeline
By default, the Budget Timeline is set to follow the Calendar but this can be adjusted to be offset by a certain amount of months or as 90 Day Quarters. This will impact when your Quarterly Budgets reset and various reporting filters.
Support Access
Our Support Team has access to certain areas of your account for troubleshooting and customer service purposes. If this is something you would like to change, you can Revoke Access Immediately.
Please keep in mind that revoking Support Access may make it more difficult for the team to help you solve account problems and inquiries should they arise.
And that’s it for Account settings!
Next up: Integrations Overview >
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Getting Started for Admins
For Admins looking to log in and get everything set up to start sending. This learning path will get your Postal instance ready to send.