Settings
Where you manage 'My Profile' information, configure company-wide settings like timezones and integrations (e.g., GA4, Calendar API), and handle billing for your OTC subscription.
10 articles in this category
Billing
Your billing and subscription settings control which features you have access to and how you're charged for using the platform. Understanding these settings helps you optimize costs and ensure you have the features your business needs.
Company Settings
Manage your company's core information, including your business name, logo, contact details, and address.
My Profile
Your profile contains your personal information, preferences, and account settings. Keeping your profile up to date ensures you receive important notifications and helps your team members identify you in the system.
Company Groups
Company groups allow you to manage multiple locations, brands, or divisions within a single account. Each group can have its own settings, staff, and configurations while sharing the overall company infrastructure.
Reactivating Users
Follow these steps if someone returns to the team or was deactivated by mistake.
Deactivating a User
Follow the steps below to deactivate a user. This will prevent further activity and permissions from a user account.
Inviting New Users
Onboarding your team into your company is a necessary step for them to be able to help run your business.
User Management
The user management system helps you control who has access to your platform and what they can do. You can invite team members, assign roles, and manage their permissions all from one place.
Basic Login Troubleshooting
Having trouble logging in? Follow these quick steps, see if it helps resolve your issue before escalating.
Understanding Event Logs
Learn the purpose for event logs, what it does for you, and the differences between the other types of logs.