Setting Profile and Account Information
Act-On lets you configure several settings for both your individual profile and your organization's account. It's also 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).
Update Your User Profile
- Click your name in the upper right corner and select Profile.
- Enter your First Name, Last Name, Title, Phone Number, Mobile Number, and Fax Number.
- Choose the appropriate Time Zone.
- Click Update Now.
Update Account Name and Address
- Click Profile, and select Profile.
- Click the Organization menu.
- Based on your organization, complete the following information:
- Company
- Street Address
- City
- State
- Zip
- Country
- Select the checkbox to Set account default address.
- Click Update Now.
Notes:
- 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.
- This information is automatically included in new emails created in Act-On via the Default Footer.
- If you create custom footers to reflect other or custom information, it is recommended that you incorporate your organization name and physical address within them as well.
Customize Password and 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 Your name in the upper right of the screen, then click Profile
- Click Policies
- Update password options as desired:
- Password length (4-12 characters)
- Password complexity (letters, numbers, special characters, etc.)
- Expiration time frame (never, or 1-365 days)
- Password reuse policy (none, or block up to 9 previous passwords)
- Update auto logout policy as desired (1-12 hours)
- Click Update Now
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