SET UP & MANAGING
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      Account Settings

      V2: Account Settings 

      Account settings can be managed by the Super Administrator only. These settings include a variety of options to help you manage your portal. With features ranging from Audit trails to integrations with e-signatures, check out this article for more information on how to tailor your portal to suit the needs of your company. 

       This article will cover each of the features below:

       

      Account Settings

      To find your Account Setting, navigate to the left-hand menu. Here you will find a cog named ‘Settings’. Clicking on this will take you to the Account Settings area. See below: 

       

       

      In the Account Settings area:

      You will find the various options to manage your account. Let's visit these individually. 

      General

      • Account Name & URL- Here you can change your account name and URL. 
      • Language- Here you can select the default language for the Account. 
      • Storage Region- there are four options that you can choose from where your files will be stored.
      • Custom Support URL- Here you can select either a URL or email address that your clients will be navigated too if an error occurs. 
      • Account Personalisation- Here you can personalise your account, including tweaks such as disabling chat, displaying Clinked help & learning resources and login page options. 

       Subscription Plan

      1. Change package- this gives you the ability to change your package if or when needed. You can also see how many members or storage has been used. 
      2. Billing Details- you have the option to change or enter billing information. 
      3. Deactivate your account 

      Profile Fields

      In addition to the basic phone number, job title, etc, you can add your own member profile fields that make sense for your organization here. These will appear beneath the standard profile fields and can be updated by either you or the member.

       

      Branding

      Add your custom branding to your portal here. You can upload a background image for the login page, logo,  favicon, and select your colour scheme. 

       

       

      Naming

      As a default, the Clinked tools are named as you will see in the image below. If your company would like to change the terminology, this is the section you would do so.

      For example, you could change Groups to 'Clients' or 'Distributors' or the Events to 'Appointments' or 'Calendar'. Simply type in the new names and press update to save your changes. 

       

      Custom Domain

      • Custom URL- here you can set-up your own domain
      • Custom Email Domain- here you can set-up using custom email domain

       

      Security & Authentication

      Keeping you account secure is important, with this in mind we have the following option below to ensure this is possible:

      1. Choose which iFrame domain you would like to be authorised 
      2. Choose your password strength & whether you would like a special character/digit
      3. Two factor authentication 
      4. Configure single sign on

       

       

      Linked Devices

      Within linked devices you can see all the devices members have connected to the account. You can see their device type, name, IP address and their last activity date within the portal. There is a filter option to make searching quicker and if you need to revoke a members access, here is where you would do so.

       

       

      Integrations

      A great addition to the Clinked portal is the integrations with Adobe Sign and DocuSign, making it quicker and easier to sign documents with an e signature. If you have an account with Adobe Sign or DocuSign, this is where you would switch on the integration.

       

       

       

      Now you know how to manage the account settings, check out this article on how Manage Group Members.