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Account

The Account overview allows you to edit Company and General Information, set SMTP Details, and enable Call Recording. Navigate to Setup > Settings > Account.

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Edit Account Details

To add or edit company information, click the blue pencil icon. This allows you to edit the Name, Address, and Contact Information for the account.

Additional Configuration

To configure the account email and name, or the Currency and Billing methods, contact Technical Support.

SMTP Details

To add or edit SMTP information, click the blue pencil icon.

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  1. From Address - Enter an email address that will receive the details.
  2. Username and Password should match what is configured on your server.
  3. Server - Enter your server domain.
  4. SMS From - Enter the mobile number that SMS messages will be sent from
  5. Click Save.

Click the Test Email or Test Mobile buttons to send a test messages via each method. The buttons are found to the far right of the SMTP details window.