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».
- Select «Account».
- 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:
-
-
- 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:
-
- From the Dashboard, select «Profile».
- 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!