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  1. Home
  2. Account Configuration

Account Configuration

Authentication, users, security, access, permissions.

Starting

  • Configure Basic Settings for your Account
  • Add Dialog Insight to your Whitelist
  • Identify your Data Protection Officer (DPO)
  • Advanced - Domains and DKIM Signature
  • Dedicated IP Addresses - Tips
  • Configuring and Predefining Authorized Senders for Messages

Security and Authorizations

  • Defining Security Rules for the Company
  • Creating a user
  • Managing user accesses
  • Assigning Permissions to a User
  • Create a Permission Group
  • Retrieving my Username or Password
  • Single Sign-on (SSO)
  • Description of predefined access permissions
  • Assign individual permissions
  • User notification feeds
  • Add/Edit a user
  • Understanding Phishing

Project (database)

  • Adding, Editing or Deleting a Field into a Project
  • Archiving or Restoring a Project
  • Creating a Project
  • Defining Field Availability
  • Defining Available Languages in a Project
  • Defining the Time Zones
  • Deleting a Project
  • Duplicating a Project
  • Editing Project Configuration's
  • Finding the ID of a Project or Custom Table
  • New field - Custom
  • Performing a global search
  • Change Project
  • Managing Tags
  • Viewing project global results
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