In your account settings, you can define the general settings of your account, manage your licenses, your users, your payment methods, your invoices, Sarbacane notifications, view your usage history, and the legal and regulatory documents related to your account.
To access them, simply click on your avatar at the top right of your screen.
You will then be redirected to the “Profile” section of your settings. To learn how to manage your profile settings, please refer to this dedicated page.
To access your account settings, click on the “Account” section.
Here is an overview of the available account data and settings:
Account settings home screen
Product license management
User management
Payment methods
Usage history
Notifications
Contact details
Legal / GDPR
When you click on the “Account” section in your account settings, you are redirected to the account settings home page.
To customize your account name, click on the pen icon to the right of the welcome message.
You can then enter / edit the name of your account and confirm it to save it.
Under the welcome message, you will find your Sarbacane account number.
This number will be particularly useful if you wish to request assistance from the customer service department on a topic related to the use of our solution.
The following section provides an overview of your current plan. There you will find:
The renewal date of your subscription
A link to the different options to modify your plan
The list of licenses with the number of licenses assigned out of the number of licenses available
An overview of your level of support
This section provides an overview of the users invited to your account and the pending invitations. The “Send an invitation” button allows you to invite a new user to your account.
Finally, you will also find an overview of your available sending credits if you have purchased a license that requires consumables (Campaigns and/or Sendkit).
This section, available only to the owner and administrators, will allow you to view the number of available licenses VS those that are already assigned.
The action menu for each license will allow you to purchase a license, view the details of a license, or access the application.
You can also assign a license to a user by clicking on the associated symbol:
This section will allow you to invite new users to your account, but also to manage their profile, the assignment or revocation of licenses, as well as to manage the rights and permissions of each user.
By clicking on “Invite”, you can invite a new user to join your account.
Here are the elements that you will be able to configure for invited users). :
The group to which the group must be associated (as a reminder, a user can only belong to a single group)
The profile
Role: Administrator or User
Last name and first name
Profession / position
Licenses: here you can check or uncheck the applications to which the user may have access (which means assigning or unassigning a license for an application)
By clicking on the “Manage” button, you will be able to access and modify the following items for each user:
The profile:
Role: Administrator or User
Last name and first name
Occupation / position
Licenses: here you can check or uncheck the applications to which the user may have access (which means assigning or unassigning a license for an application)
Permissions:
Account management: export statistics, share a resource with a group, export contacts
Campaigns: transfer templates, send automatic email campaigns, send automatic SMS campaigns, send email campaigns, send SMS campaigns, send a test email, send a test SMS
Forms: publication management
Pages: publication management
This section also enables you to create, manage and delete user groups.
The following settings are available for each group:
Create, manage, and delete your users for each group
Add a user to a group
Remove a user from a group
Change a user’s group
Access permission management for each user
Limit a group’s email and/or SMS usage
This section, available only to the owner and administrators, allows you to register and configure your payment methods.
This section allows you to view your email and/or SMS credit usage history in table form with:
The date of each campaign that generated credit usage
The number of credits used
The type of campaigns (email or SMS)
The name of the user who sent the campaign
The name of the campaign
You can filter the consumption history:
By period
By tag
By user
By campaign name by entering a keyword in the search bar
You also have the option to export your consumption history.
This section allows you to configure:
An email address intended to receive information related to the routing of campaigns for your account
An email address intended to receive information related to quotes and invoices for your account
This section allows you to update your contact details to facilitate the management of your account and enable your advisor to reach you easily if necessary.
Here you can consult the legal and regulatory documents related to your use of Sarbacane, including for example:
General Terms of Service
General Terms of Use
Additional Terms
Personal Data Processing Agreement
Technical and Organizational Measures
Service Use Policy
This final section allows you to access the settings specific to each application of the Sarbacane Suite.
