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  1. Act-On Connect
  2. Using Act-On
  3. Managing Your Act-On Account
  4. Admin Settings
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Setting Profile and Account Information

    Act-On lets you configure several settings for your individual profile and your organization's account, including your company address and user password. Admins can also update the account password and log-out policies.

    Update Your User Profile

    1. Click your name in the upper right corner and select Profile.
    2. In the Overview tab, click Manage Profile.
    3. Enter your First name, Last name, Job title, Phone number, Mobile number, Fax number, and Street address, along with the City, State, ZIP code, and Country.
    4. Choose the appropriate Time zone.
    5. Click Save.

    Update Account Name and Address

    It's important to add accurate contact information to your Act-On profile to be pulled into your email footers, a key part of CAN-SPAM compliance.

    1. Click Settings in the sidebar on the left side of your screen.
    2. Click the Other Settings menu.
    3. Click Custom Account Settings.
    4. Select Company from the menu at the top of your screen.
    5. Select Edit to change your Company name, add or change your Company name and click Save.
    6. Click Edit to change your default Account address, add or change your default Street address, City, State, and ZIP code, and click Save.
    If you'd like to add an additional address, click the +Add address button and complete step 6.
    Read more about using an additional address in a footer.
    Notes:
    • You must be an administrator on the account to update the Account Name or Address
    • Your address can be your current physical street address, PO Box, or a private mailbox as long as they are registered with the US Postal Service
    • Your company address will appear in email footers that include the {{Account.COMPANY}} and {{Account.BIZ_ADDRESS}} personalization fields
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    • If you create custom footers, make sure that you include these personalization fields via the Sender Personalization tab.

    Update Password

    1. Click your name in the upper right of the screen, then click Profile.
    2. Click Security.
    3. Enter your Current password.
    4. Enter a New password based on your account's password policy, as stated beneath the New password text box.
    5. Re-enter your new password in the Confirm password text box.
    6. Click Update password.

    Customize Password & Logout Policies

    Each company has preferences on the security policies they implement for password protection and automatic logouts. Act-On allows you to customize these to your preference. 

    1. Click Settings in the sidebar on the left side of your screen.
    2. Click the Other Settings menu.
    3. Click Custom Account Settings.
    4. Click the Security & Policies tab.
    5. Next to the Password policies header, click Edit.
      1. Pick a password Length policy.
      2. Pick a required password Complexity policy.
      3. Pick an Expiration policy.
      4. Pick a password History policy.
      5. Click Save.
    6. Next to the Automatic logout header, click Edit, select an automatic Timeout policy, and click Save.

    Note! You must be an administrator on the account to update the password or logout policy.

     

    Update Notification Settings

    Act-On allows you to manage your notifications and alerts for when an email you have created has been launched. To do this:

    1. Click your user name in the upper right of the screen, then click Profile.
    2. Click the Notifications tab.
    3. Toggle the slider to enable or disable email notifications for a launch.

    Tip! A banner appears stating that email notifications have been enabled or disabled. You do not need to save.

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