Act-On lets you configure several settings for both your individual profile and your organization's account, including company address and your user password. Admins can also update the account password and log-out policies.
Update Your User Profile
- Click your name in the upper right corner and select Profile
- In the Overview tab, click Manage Profile
- 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
- Choose the appropriate Time zone
- 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.
- Click Settings in the sidebar on the left side of your screen
- Click the Other Settings menu
- Click Custom Account Settings
- Select Company from the menu at the top of your screen
- Select Edit to change your Company name
- Add or change your Company name
- Click Save
- Click Edit to change your default Account address
- Add or change your default Street address, City, State, and ZIP code
- 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
- If you create custom footers, make sure that you include these personalization fields via the Sender Personalization tab
Update Password
- Click your name in the upper right of the screen, then click Profile
- Click Security
- Enter your Current password
- Enter a New password based on your account's password policy, as stated beneath the New password text box
- Re-enter your new password in the Confirm password text box
- 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.
- Click Settings in the sidebar on the left side of your screen
- Click the Other Settings menu
- Click Custom Account Settings
- Click the Security & Policies tab
- Next to the Password policies header, click Edit
- Pick a password Length policy
- Pick a required password Complexity policy
- Pick an Expiration policy
- Pick a password History policy
- Click Save
- Next to the Automatic logout header, click Edit
- Pick an automatic Timeout policy
- Click Save
Note! You must be an administrator on the account to update the password or logout policy.
