Account section is one of the crucial sections within the platform. Let's dive into the different fields and their significance.
Account details
1. General Info :
This field represents the Company name, Domain, Email and Phone number.
2. Address Info :
This section captures the physical location details of the company
Document Details
This section is crucial for managing documentation and record-keeping within the platform.
1. Next Document ID
This field indicates the identifier for the next document to be created. It ensures that all documents have unique and sequential IDs.
2. Prefix
This optional field allows you to add a prefix to the document ID for easier categorization or identification.
3. Suffix
Similar to the prefix, this optional field allows adding a suffix to the document ID.
Opportunity
Time Period for Opportunity Revenue (in Months)
This field defines the duration over which the opportunity revenue is calculated. It allows businesses to set a specific time frame to evaluate the potential revenue from opportunities.
Localization
Localization settings are crucial for tailoring the platform to the specific linguistic and regional needs of users.
1. Language
This field allows users to select the language in which the platform will be displayed. It ensures that the interface and communications are in a language comfortable for the user.
- Example:
English
2. Region
The region setting adjusts the platform to specific regional standards and formats. This might include date formats, currency, and other regional preferences.
- Example:
North America (USA and Canada)
Branding Section
Branding is essential for maintaining a consistent and professional image across all customer interactions.
1. Logo
This field allows users to upload or change the company logo. The logo is a visual representation of the company and is used across the platform and in customer-facing documents.
2. Favicon
Similar to the logo, the favicon is a small icon associated with the company, often displayed in the browser tab. It helps in brand recognition and provides a professional touch to the company's online presence.
Date and Time
Timezone
This setting allows users to set the timezone for their account.
Date Format
This setting enables users to choose the format in which dates are displayed within the application.
The date format is set to "DD-MMM, YYYY (31-Dec, 2023)," which displays the day, month, and year.
Security
Enable Two-Factor Authentication (2FA)
Two-Factor Authentication adds an extra layer of security to the user's account. When enabled, users will be prompted to set up a second form of authentication upon their next login.
Enable Single Sign-On (SSO)
Single Sign-On allows users to log into the application using their Microsoft 365 (Azure AD) account. This integration simplifies the login process and enhances security by using enterprise-level authentication methods.
Password Management
Change Password
This option allows users to change their account password.
Billing
The Billing section will show the Plan and the Subscription details of the Customer.
Customers can choose a plan and also check the current Plan from the Billing Page.
On the right pannel, we have the Plan Summary which shows the details of Current Plan, Number of Seats/Users, Monthly cost.
Manage Billing details
Users can check the Payment Information details on this page.
1. Primary Card details
2. Billing Email
3. Account Plan subscriptions
Users can also view the invoices by clicking on the "View Invoices" option.
These invoices can be downloaded as well.
