Set up your Account

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

Billing Settings

Billing Info

From the top menu on the blue bar, select your Profile icon and then Account button. 

To view or change your Billing Info, from the Billing button on the top screen area, select Billing info.

Here, you can change see and edit your account's invoices info.

Payment Methods

From the top menu on the blue bar, select your Profile icon and then Account button. 

To view or change your Billing Info, from the Billing button on the top screen area, select Payments Methods.

Here, you can add and edit your card's info, to save them for your future transactions.

Billing History

From the top menu on the blue bar, select your Profile icon and then the Account button.

From the Billing button on the top screen area, select Billing History.

General Settings

Account details

From the top menu on the blue bar, select your Profile icon and then Account button. 

To view or change your account details, from the Account Settings button on the top screen area, select Account Details.


Here you can review and easily change information like:

  • Company Name
  • Signup Email
  • Language
  • Time zone

Team Members

From the top menu on the blue bar, select your Profile icon and then Account button.

Click Account Settings, and from the submenu, select Team Members.

Here, you can add, delete and edit your team members.

  • To add a member, click the Add button > fill in the new member's info > click Invite.

    An invitation will be sent to the new member and will be valid for 48 hours. Until the invitation is accepted, the member will remain in pending status. To accept the invitation, the member has to:
    1. Setup their password via the invitation email received
    2. Log in to the platform
    3. Verify their mobile number

After the invitation email expires, you can click the Re-invite button to send a new, valid invitation email.

While a member is in pending status, you can click Revoke invitation. This way, the member will be deleted and the invitation will no longer be valid.

  • To delete a member, select the member, click  Delete and confirm Delete.
  • To edit a member, select the member, perform the changes and click the Save button. 
Useful info
Please note, that in case your account does not have an active premium plan, the following apply:
1. Maximum number of members is 4. Trying to create 5th member, a relative message will pop up for Premium Plan activation. 
2. You will not be able to define End User Roles. New members will be assigned the default role Global Admin.

Notifications

To get started, from the top menu on the blue bar, select your Profile icon and then Account button. 

To view or change your account's Notifications, from the Account Settings button on the top screen area, select Notifications.

Here, you can disable or enable notifications in order to be notified by Email about your balance changes.

  • Balance limit: When your available balance reaches this limit, you will receive the first Low Balance Notification.
  • Step: Each time your available balance decreases by the step amount, you will receive an extra Low Balance notification.

Security

To get started, from the top menu on the blue bar, select your Profile icon and then Account button. 

To view or change your account's Security, from the Account Settings button on the top screen area, select Security.

Here, you can enable or disable 2 Faction Authentication (2FA), in order for all account's users to receive OTP each time they login in Apifon platform. To do so,  turn the switch on or off. 

Price List

From the top menu on the blue bar, select your Profile icon and then the Account button.

Click the Price List button.

Here, you can find your account's current Price list, 

 

Now you know how to set up your account.

Thank you for reading!