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Configuring and viewing 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
Checking 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.
Editing 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
Setting up SMTP allows use of Fieldcode’s email features, including emails sent via Automated Actions. The emails will be sent from the email address chosen and will help clients and partners know that it is authentic. SMTP is set up at the global level in the account settings, but can be change for individual projects.
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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.