Navigating Account Settings

Use the following steps to navigate account settings and learn how to manage your account. 

Step 1 Click on your account profile in the right-hand corner and select Account Settings from the drop-down menu.

Navigating-Account-Settings-_1_.gif

 

Step 2 Click on the section you would like to review. 

YOUR ACCOUNT

USER-MEMBER-AVATAR-FACE-PROFILE-ICON-VECTOR-22965342.jpeg Profile

IMAGES.png Security

YOUR INTEGRATIONS

UNKNOWN.jpeg Email Integration

UNKNOWN-5.pngAffiliate Integration

UNKNOWN-3.png Edocument Account

UNKNOWN-4.png Notifications

ORGANIZATION

UNKNOWN-7.jpeg  Company

UNKNOWN-8.png Teams

UNKNOWN-9.png Users

IMAGES.jpeg Domain Management

BILLING

UNKNOWN-8.png Payment Settings

UNKNOWN-3.png Invoices

UNKNOWN-12.png Subscription

UNKNOWN-11.png Payment Methods

 

YOUR ACCOUNT

Profile

Within profile, you can add/change your profile photo, update your email address, phone number, name (first and last) and time zone. Click the Update Profile button at the bottom of the page to save any profile updates.

Note

The first and last name entered is the name that will appear at the bottom of any emails you send to influencers.

settings_1.gif

Security

Within security, you are able to update your password and Request for Data Deletion.

Click the Change Password button at the bottom of the page to save the password change.

settings_2.gif
In order to remove data from the GRIN platform, please send an email to support@grin.co with the subject "Account Data Deletion".

Navigating-Account-Settings-_2_.gif 

 

YOUR INTEGRATIONS 

Email Integration

Within email integration, you are able to sync your personal/business email, establish a daily sending limit and create your email signature. 

Note

Gradually increasing the amount of emails sent in a day helps prevent your emails from going into influencers' spam folders.

Navigating-Account-Settings-_3_.gif 

 

Affiliate Integration

Within Affiliate Integration, allow Grin to track the amount of customers using links to your site. Click the Generate Token button and follow the steps to integrate the affiliate link and set up tracking conversions.

 

mceclip7.png

 

Edocument Account

Within Document Account, connect any third party Document Accounts.settings_5.gif

Notifications

Enable notifications, such as Slack or Email.settings_6.gif

  

 

 

ORGANIZATION

Company

Within Company, update your company name and company website. Click the Update Company button to save your updated company information.
settings_10.gif

Teams

Within Teams, you are able to edit your team and manage users.

Create a new team by clicking + Create in the top right corner of the page. Enter a team name and click the Create Team button to create your team. Edit a team by clicking Edit in the Actions column next to the team you’d like to edit. Manage users by clicking Users in the Actions column.settings_11.gif

Users

Within Users, invite new users, view information about current users and view pending invitations.
Invite new users by clicking invite an additional user or add a client by clicking create a new client account.
Fill out their email address and select which team you’d like them on. Click the Send Invitation button to send your invite.
settings_users.gif

Domain Management

Within Domain Management, create a new domain name visible to influencers when they access their Live URL. 
Enter your Custom subdomain name and click the Create button. 
settings_domain.gif

BILLING

Payment Settings

Within Payment Settings, enable or disable the ability to make payments through PayPal to influencers.

View your current account funds and add additional funds by clicking the Deposit Funds button. Choose a payment method from the drop down menu, enter an amount, and click the Add Funds button. 
Navigating-Account-Settings-_4_.gif

Invoices

Within Invoices, view invoices and see invoice number, date, amount and status. Download a copy of your invoices by clicking the download icon.
settings_invoices.gif

Subscription

Within subscription, view the current plan including your plan details and plan resources.
settings_plan.gif
In order to upgrade your plan please get in touch with your Account Executive.

Payment Methods

Within Payment Methods, view your methods of payment currently in your Grin account. 
settings_paymentmethod.gif

 

 

Comments

0 comments

Article is closed for comments.