What are Accounts?
Accounts in Replypad hold the organizations or a companies you service. Each Account may have contacts linked to it, which are the people you interact with in this organization.The Account can be associated with a domain, so email arriving from this domain will be automatically assigned to this account. This way conversations will be automatically associated with this account, even when arriving from a new email address, as long as it belongs to the customer’s domain.
Create New Account
- To create account you should be a workspace administrator or have Accounts & Contacts access rights.
- Click the Gear icon on the top-right corner and choose Accounts.
- Click New Account form the top-left corner.
- Enter the Account Name and click Save.
- The top line should now say the account was created successfully. Click Open to add more details.
- After creating the account, you can complete setting up account settings by clicking the account you want to edit.
View accounts
- To view your accounts, you should be a workspace administrator or have Accounts & Contact access rights.
- Click the Gear icon on the top-right corner and choose Accounts.
- This will display the complete accounts list.
- Click the account you want to view it’s account settings.
Account settings
Account settings include: Status, Domain, Access rights and Default labels.- To view account settings, you should be a workspace administrator or have Accounts & Contact access rights.
- Click the Gear icon on the top-right corner and choose Accounts.
- This will display the complete accounts list.
- Click the account you want to see it’s account settings.