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.
Step 2 Click on the section you would like to review.
YOUR ACCOUNT
YOUR INTEGRATIONS
ORGANIZATION
BILLING
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.
Security
Click the Change Password button at the bottom of the page to save the password change.
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.
Influencer Alerts
Within Influencer Alerts, you are able to connect a domain that influencers will be directed to for alerts. Also, you are able to set up an email and phone number for these alerts.
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.
Edocument Account
Within Document Account, connect any third party Document Accounts.
Notifications
Enable notifications, such as Slack or Email.
White Labeling
Enable White Labeling in order to completely control the relationship between you and your influencers.
Update the page title to control the visibility to your influencers Live URL.
Update the Login, App and Favicon logos to your brand.
ORGANIZATION
Company
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.
Users
Domain Management
BILLING
Payment Settings
Within Payment Settings, enable or disable the ability to make payments through PayPal to influencers.
Invoices
Subscription
Payment Methods
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