Set up your Account

In this article, we will guide you through how to set up your account in the Apifon platform.

Task Roadmap

To begin, from the Dashboard menu go to «Profile».

1. Select «Account».
2. Select «Settings».
   
   

A. General

• Account details
  To view or change your account details:

• • Select «Account» to see an overview.
  • Select «Settings» and then «Account details».

Here you can review and easily change information like:

• • • Company Name
    • Friendly Name
    • Signup Email
    • Language
    • Time zone

• Βilling information
  To change your account billing information, select «Billing information» from the «Settings» menu.
  
  Here you can review and easily change information like:

• • Country
  • Tax Office
  • Vat ID
  • Business' Legal  Name
  • Address
  • City
  • Zip code
  • Phone
  • Account Email
    
    

• Notifications
  Enable notifications if you want to be notified by Email about your balance changes.

• Anti-Spam Filtering Settings
  To enable the Anti-spam filtering select «Anti-Spam Filtering Settings» from the «Settings» menu.
  • Email Anti-spam filtering: You can enable this feature to prevent sending Email campaigns at a different rate than the one specified. Scheduled Email campaigns will not be sent until the condition is applied.
  • Viber Anti-spam filtering: You can enable this feature to prevent sending Viber messaging campaigns at a different rate than the one specified. Scheduled Viber messaging campaigns will not be sent until the condition is applied.
  • SMS Anti-spam filtering: You can enable this feature to prevent sending SMS messaging campaigns at a different rate than the one specified. Scheduled SMS messaging campaigns will not be sent until the condition is applied.
    
    

B. Security

• Users
  To review or change user's information from the dashboard:
  • Select «Profile».
  • Select «Account».
  • Select «Settings» and then «Users».

Here you can review and easily change user’s information like:

• • • E-mail
    • First Name
    • Last Name
    • Prefix and mobile number
    • Language
    • Time zone
    • Last login
    • Last login’s IP
      
      

• • 
     
    Additionally, here you can create new users. You can find the instructions on how to add a new user in the  «Create a user» article.
• Change your mobile number
  To change your mobile number, follow these steps:

• • From the blue toolbar, select «Profile».
  • Select «Change» and put your new mobile number.
  • Select «Send Confirmation PIN» and a 6-digit code is sent to your mobile number. The 6-digit code must be entered in the dialog window shown below for the new mobile number to be verified.
    
    
    

     

• Change password
  To change your password, follow these steps:
  • Click «Password».
  • Type your new password.
  • Confirm your new password.
  • Click «Save».
    
    
• Security
  To enable the two-factor authentication feature, follow these steps:

1. 1. From the Dashboard, select «Profile».
   2. Select «Security» and click on the switch next to SMS two-factor authentication.

• • • If you have already added a mobile number to your account, a 6-digit pin will be sent to your mobile number to confirm your number. Enter the 6-digit pin you received in the dialog window shown below.
    • If you have not added a mobile number to your account yet, you will first have to do so to enable the two-factor authentication feature. You can add a mobile number to your account in the "Profile" menu, select «Send Confirmation Pin» and a 6-digit code is sent to your mobile number. Enter the 6-digit pin you received in the dialog window shown below.
      
      

• Deactivate Two -factor Authentication
  If you wish to deactivate the Two -factor Authentication, click the switch button again and select «Deactivate».

• Orders
  To check your order history and credit your account, select «Orders».
  • Here you can review past orders.
  • To credit your account, select «Top Up».

• Check your balance
  To check your balance and credit your account, follow these steps:

• • Your remaining balance is displayed next to your currency’s symbol.
  • You can credit your account by clicking «Top Up».

 

Now you know how to set up your profile.

Thank you for reading!