The Account overview allows you to edit Company and General Information, set SMTP Details, and enable Call Recording. Navigate to Setup > Settings > Account.
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.
To configure the account email and name, or the Currency and Billing methods, contact Technical Support.
To add or edit SMTP information, click the blue pencil icon.
- From Address - Enter an email address that will receive the details.
- Username and Password should match what is configured on your server.
- Server - Enter your server domain.
- SMS From - Enter the mobile number that SMS messages will be sent from
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.