Accounts

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

1. To create account you should be a workspace administrator or have Accounts & Contacts access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
3. Click New Account form the top-left corner.
4. Enter the Account Name and click Save.
5. The top line should now say the account was created successfully. Click Open to add more details.
6. After creating the account, you can complete setting up account settings by clicking the account you want to edit.

View accounts

1. To view your accounts, you should be a workspace administrator or have Accounts & Contact access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
3. This will display the complete accounts list.
4. Click the account you want to view it’s account settings.

Account settings

Account settings include: Status, Domain, Access rights and Default labels.

1. To view account settings, you should be a workspace administrator or have Accounts & Contact access rights.
2. Click the Gear icon on the top-right corner and choose Accounts.
3. This will display the complete accounts list.
4. Click the account you want to see it’s account settings.