Set up your Profile

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

Task Roadmap

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

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

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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

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  • Βilling information
    To change your account billing information, select «Billing information» from the «Settings» menu.

    Here you can check and easily change information like:
    • Country
    • Tax Office
    • Vat ID
    • Business legal  Name
    • Address
    • City
    • Zip code
    • Phone
    • Account Email

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

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  • 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 to prevent sending Email campaigns in a different rate than the one specified. Scheduled Email campaigns will not be sent until the condition will be applied.
    • Viber Anti-spam filtering: You can enable to prevent sending Viber messaging campaigns in a different rate than the one specified. Scheduled Viber messaging campaigns will not be sent until the condition will be applied.
    • SMS Anti-spam filtering: You can enable to prevent sending SMS messaging campaigns in a different rate than the one specified. Scheduled SMS messaging campaigns will not be sent until the condition will be applied.


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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

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    •  
      Also, from here you can create new users according to the instructions described 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 put is this dialog window for the new mobile number to be verified.

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  • Change password
    To change your password, follow these steps:
    • Click «Password».
    • Type  your new password.
    • Confirm your new password.
    • Click «Save».

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  • Security
    To enable the two-factor authentication, follow these steps:
    1. From the Dashboard, select «Profile».
    2. Select «Security» and click on the switch next to SMS two-factor authentication.
      • If you have already a mobile number saved in your account a 6-digit pin have been sent to your mobile number to confirm your phone number.
      • If you don’t have an available mobile number under your user profile then you need to put your mobile, select «Send Confirmation Pin» and a 6-digit code is sent to your mobile number. The 6-digit code must be put is this dialog window for the new mobile number to be verified.

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

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  • Orders
    To check your order history and credit your account, select «Orders».
    • Here you can check the orders that you made in the past. In order to credit your account, select «Top Up».

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  • 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».

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Now you know how to set up your profile.

Thank you for reading!