Who has access and can edit the company account?

Users with Account permission can view and edit the company account settings.

Open a business account

1. Click Settings .

2. Select your organization .

3. Open the list and select Business Account .

Company profile

This is where you will find your organization's basic information. This is also where you will purchase new user licenses.

Company data

Here you can update: • address

• postal code

• city

• display name

Make your changes and click Save .

Note: You cannot change your company name or registration number. Please contact us and we will help you.

Account owner

Here you can see who the account owner is. The account owner has full rights in the app.

To change the account owner, you need to contact us. Please note that only authorized persons can change the account owner.

Time zone

Here you change the organization's time zone.

1. Click Edit .

2. Select time zone.

3. Click Save .

Note: Users can also change their own time zone if they need to.

Default language for the organization

Here you change the default language for the entire organization.

1. Open the language list.

2. Select language.

Note: Users can change their own language if they need to.

Company avatars

Here you can change the organization's avatar.

1. Click Edit to choose a new avatar.

2. Choose whether users should be able to have their own avatars by turning the setting on or off.

Cover photo

Here you change the default cover that applies to all users.

You can also choose whether users can have their own cover images by turning the setting on or off.

License overview

The license overview shows your organization's licenses and packages in one place. Here you can see what's included, how much is being used, and which licenses are assigned or unassigned.

Review licenses and packages

Here you can see your organization's packages, contracted levels, current usage, and available licenses.

1. Go to Business Account .

2. Click License Overview .

3. Expand the package or license type you want to review.

See assignment

1. Expand the package you want to check.

2. See how many licenses are assigned.

3. Check how many licenses are left to assign.

AI Voice Thresholds

If you use AI Voice, you can set a threshold and receive a notification when usage approaches a certain level.

1. Go to License Usage .

2. Click Configure Voice .

3. Specify the threshold value and who should receive the notification.

4. Click Save .

Subs

If you have a subscription through us, you have access to these settings.

Buy new subscription

Subscription

Here you will see a complete list of all your subscriptions through us.

The list shows: • Mobile subscriptions (assigned and unassigned)

• Landline subscriptions (assigned and unassigned)

Options (additional services)

Buy additional services

To purchase an additional service:

1. Open the service you want to purchase.

2. Select quantity.

3. Click Buy .

System SMS

Manage SMS zones

Here you set which SMS zones users are allowed to send system SMS to, as well as which types of system SMS should be available (survey and response group).

1. Open the zone you want to edit.

2. Choose whether the zone should be allowed for all or only selected users.

3. Click Save .

Billing

Here you can activate and manage your cost centers.

Read more in this guide .

Audit logs

Here you can see who made which changes in the organization.

Filtering settings

Use the filter to find the right events.

Audit log

After filtering, the events appear in the log.

1. Open an event to see more information.

2. Review the change.

Search words

Keywords allow you to categorize users, such as by location, department, or role, making it easier to find the right people in your organization.

Manage categories and options

Here you will see all keyword categories and options in a consolidated table. You can expand a category to see the options and which users are associated with them.

1. Go to Business Account .

2. Click on Search Keywords .

3. Expand the category you want to manage.

Add new option

1. Click Add option .

2. Enter the name.

3. Click Save .

Add users to an option

1. Click on the option where you want to add users.

2. Select Add user .

3. Select the users.

4. Click Save .

User authorization

Via the gear wheel you can choose whether users should be able to add new options or create new categories.

AI features

AI features allow administrators to control access to AI-powered tools like transcription, translation, and response suggestions.

The features can be customized according to company policies. Some AI features require consent as data processing may take place outside the EU.

Telephony

Transcribe and summarize voicemails (users)

Enable AI to transcribe and summarize personal voicemails.

Transcribe and summarize voicemails (response groups)

Enable AI for transcribing and summarizing voice messages in response groups.

Chat

Translate chat messages

Enables the translation of chat messages into different languages ​​for better communication.

Revise answer

Improve the tone and clarity of chat responses using AI.

Contact Center

Suggest and revise answers

AI helps agents suggest and improve responses based on past customer interactions.

Company profile and personal profile

AI-generated avatar and background image

Use AI to create avatars and background images for profiles.