Easily manage your accounts within your Dashboard. Depending on your user role, you will have access to different parts of the Dashboard.
Owner Account Access
Dashboard Owners are users who have full Dashboard access to view and edit company-wide settings such as updating the company name/logo, billing method, and adding/deleting sub-accounts and users. They have complete overview of gift activities from all accounts.
Company-Level Accounts Access
To get started, start by clicking your initials at the top right-hand corner → select "Accounts" to view or make any changes to your sub-account.
Only account "Owners" will have access to the company-level Accounts section. To find out who the Account Owner is, go to the Account Settings tab → Manage Users.
Create a New Account ➕
One company Dashboard can have multiple accounts/sub-accounts to separate your company's gift sends. Most companies have different accounts for separate teams and departments, and different users can be added to specific accounts to issue gifts.
To create a new account select “+ Create Account” → Enter your account name → Create.
Note: Since each account are independent from one another, they must have their own billing method added per account. We currently do not support one billing method to be shared amongst all accounts.
Deactivate/Activate an Account 🚥
If an existing account is no longer being used, you can deactivate the account by clicking on the three dots next to the account name and selecting “Deactivate.” Please keep in mind that any pending gifts can still be claimed and invoiced to your account unless expired.
If the account is marked as deactivated, you will have the option to re-activate it instead.
Edit an Account Name ✏️
To change the name of an existing account, hover over the account you would like to update and then select “Edit.”
Note: Managers will also be able to edit the account name under the Account Settings tab
Manager Account Access
Dashboard Managers are users who only have visibility and access for the account(s) that they are assigned to. They will be able to edit their account settings.
Account-Level Access
For any account-level changes such as updating your account name, account branding, general billing info, adding/removing thank you note subscribers (notifications), etc., this can all be managed under the Account Settings tab. If you are under multiple accounts, make sure you select the correct one by selecting the account drop-down menu at the top left-hand corner.
