Tip: You can use filters for better results
How to configure and view account settings
Under this tab you can configure account settings. You can check and edit your account details in this menu, like your account email address, your company details, and your main Fieldcode contact.
Inside the Admin panel go to Access → Account
Expand the menu by clicking the expand arrow in the navigation 
or click directly on Account to reveal all options of Access.
How to view the subscription plan
- The Upgrade can be initated by going to Access → Account → Pricing Plan → UPGRADE NOW
- Enter your credit card number.
- Enter the month of the credit card exhibition.
- Enter the year of the credit card exhibition.
- Enter the CVV of your card.
- (Optional) – Enter the first name of the cardholder.
- (Optional) – Enter the last name of the cardholder.
- Click Submit first.
- Click Save afterward.
Feel free to check out our different plans either on the pricing plan tab or the Fieldcode website. You can also find our terms & conditions there.
How to check the account details
The main page allows you to check your account details, which you entered into the system when you registered. Your account details include information about the Account email address, the Custom URL, Company Details, Main Contact, Subscription type, Payment method, Data Security Agreement, and SMTP email settings.
How to edit the account details
- To edit the Account you have to scroll on the main page of the Account to the right first.
- Then you should see the pencil button with Edit Account Settings.
- You can then edit the following tabs: Account Email Address, Company Details, Main Account tab, and SMTP Email address.
1. Account email address tab
You can change your Account Email Address in this tab:
- Click on the X on your current email address.
- Enter your new email address in the field.
- Click Save.
2. Company details tab
You can change your company details in this tab:
- Click on the X on the Name field and replace it with the new name.
- Click on the X on the Street field and replace it with the new Street name.
- Click on the X on the ZIP field and replace it with the new ZIP.
- Click on the X on the City field and replace it with the new city.
- Click on the X on the Country field and insert the new country.
- (Optional) – Click on the X on the Phone number field and replace it with the new number.
- (Optional) Replace the default Fieldcode Logo with a custom logo for Work place and Admin panel by enabling the “Use Custom Logo” toggle.
The logo will afterwards be visible in the top-left header of both applications if the logo requirements are met. - Click Save.
3. Main Contact tab
You can change your main contact in this tab:
- (Optional) – Select the new salutation from the drop-down.
- Click on the X on the First Name field and replace it with the new First Name.
- Click on the X on the Last Name field and replace it with the new Last Name.
- Click Save.
4. SMTP email settings tab
If you enable SMTP email all your automated emails will be sent from a dedicated email address. This is for example if you for example use some specific automated actions which requires that emails are not sent from a Fieldcode email address. Instead, you can use a dedicated SMTP Server configuration and use for example your company email address.
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Decide if you directly want to activate the global based SMTP email configuration.
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Enter the user name that you use for logging in into the SMTP Account.
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Enter the password that you use for logging in into the SMTP Account.
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Enter the from email address. This email address will be later visible when sending out emails to customers for this project.
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Enter the from display name. This display name will be later visible when sending out emails to customers for this project.
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Enter the SMTP Host address. On the left, you can see what it might look like. You can find the SMTP host address for example by checking mail provider support pages.
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Enter the SMTP Port. On the left, you can see what it might look like. You can find the SMTP host address for example by checking mail provider support pages.