Account Page Overview
The Account page is the central area for managing your account settings, users, billing, and system activity. It is divided into five tabs, each focused on a specific aspect of account management.
Profile
Use the Profile tab to manage your company and contact information.
- Update company name, address, and tax details.
- Manage primary contact information, including email and phone number.
- Ensure all details are accurate for billing, compliance, and communication purposes.
View Users
The View Users tab allows you to manage access to the AD Platform.
- View all team members associated with the account.
- Assign and review user roles, such as Account User or Account Admin.
- Control permissions to ensure appropriate access levels across the team.
Payments
The Payments tab is used to manage account funding and billing.
- Add funds to your account balance.
- Review billing and transaction history.
- Update or manage payment methods to prevent campaign interruptions due to insufficient balance.
Notifications
The Notifications tab helps you stay informed about important account and campaign events.
- Configure alerts for low balance warnings.
- Receive notifications for campaign status changes.
- Set performance-related alerts to proactively monitor activity.
Change Log
The Change Log tab provides a transparent audit trail of account activity.
- Track campaign updates and configuration changes.
- Review user additions or role updates.
- Support auditing and troubleshooting by maintaining a complete activity history.
