--- title: Global Settings | snapAddy Knowledge Base description: Find helpful info about the most frequently asked questions and answers (FAQ), company settings and user administration --- [Skip to content](https://portal.snapaddy.com/knowledge/global-settings#main-content) - [English](https://portal.snapaddy.com/knowledge/global-settings) - [Deutsch](https://portal.snapaddy.com/de/knowledge/allgemeine-einstellungen) English Show submenu for translations [Customer portal](https://portal.snapaddy.com/help) [![AppSignet](https://portal.snapaddy.com/hs-fs/hubfs/AppSignet.png?width=60&height=60&name=AppSignet.png)](https://portal.snapaddy.com/knowledge) Open main navigation Close main navigation - - [English](https://portal.snapaddy.com/knowledge/global-settings) - [Deutsch](https://portal.snapaddy.com/de/knowledge/allgemeine-einstellungen) English Show submenu for translations - [Customer portal](https://portal.snapaddy.com/help) - [snapAddy website](https://www.snapaddy.com/) [snapAddy website](https://www.snapaddy.com/) snapAddy Knowledge base - How can we help? - There are no suggestions because the search field is empty. 1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge) 2. [Global Settings](https://portal.snapaddy.com/knowledge/global-settings) # Global Settings Find helpful info about the most frequently asked questions and answers (FAQ), company settings and user administration - [Support via Chat](https://portal.snapaddy.com/knowledge/support-via-chat) ## Frequently Asked Questions (FAQ) - [What does snapAddy cost and is there a free version?](https://portal.snapaddy.com/knowledge/do-i-have-to-pay-for-snapaddy) - [What is changing with the rebranding from DataQuality to DataAgents and LeadResearch?](https://portal.snapaddy.com/knowledge/what-is-changing-with-the-rebranding-from-dataquality-to-dataagents-and-leadresearch) - [I want to use a SSO method. Should I still create a snapAddy account?](https://portal.snapaddy.com/knowledge/i-want-to-use-a-sso-method-should-i-still-create-a-snapaddy-account) - [Invoice and subscription inquires](https://portal.snapaddy.com/knowledge/invoice-and-subscription-inquires) - [Jailbreak and Rooting. Why can't I use snapAddy on my phone?](https://portal.snapaddy.com/knowledge/why-cant-i-use-snapaddy-with-a-jailbreak) - [How can I update my payment information?](https://portal.snapaddy.com/knowledge/how-can-i-update-my-payment-information) - [Frequently Asked Questions about snapAddy's 14-Day Free Trial](https://portal.snapaddy.com/knowledge/will-i-automatically-subscribe-after-the-trial-expires) - [Configure Single SignOn in Azure via OpenID Connect](https://portal.snapaddy.com/knowledge/confirm-microsoft-single-sign-on-in-azure-via-openid-connect) - [Can I find my own email address with snapAddy?](https://portal.snapaddy.com/knowledge/kann-ich-mit-snapaddy-meine-eigene-e-mail-adresse-herausfinden) - [Can I use snapAddy with a VPN connection?](https://portal.snapaddy.com/knowledge/can-i-use-snapaddy-dataquality-with-a-vpn-connection) See less ▼ ## Profile Settings - [How do I connect snapAddy to my CRM system?](https://portal.snapaddy.com/knowledge/how-to-connect-snapaddy-to-my-crm) - [I'm having trouble logging in, what can I do?](https://portal.snapaddy.com/knowledge/login-problems-what-to-do) - [I did not receive the invitation-e-mail](https://portal.snapaddy.com/knowledge/i-did-not-receive-the-activation-e-mail) - [How to use Two-factor Authentication (2FA)](https://portal.snapaddy.com/knowledge/how-to-use-two-factor-authentication-2fa) - [How can I change my password?](https://portal.snapaddy.com/knowledge/i-want-to-change-my-password) - [How can I reset my password?](https://portal.snapaddy.com/knowledge/i-forgot-my-password) - [How can I add a profile picture to my snapAddy account?](https://portal.snapaddy.com/knowledge/how-can-i-add-a-profile-picture-to-my-snapaddy-account) - [How can I log in to snapAddy using a login code (magic code)?](https://portal.snapaddy.com/knowledge/how-to-log-in-with-a-one-time-code) See less ▼ ## User Management - [What is the difference between Named, Concurrent & Terminal licenses?](https://portal.snapaddy.com/knowledge/what-is-the-difference-between-named-licenses-and-device-licenses-terminal) - [How do I add exemptions to the Intune App Protection Policy, that SSO is no longer blocked?](https://portal.snapaddy.com/knowledge/intune-exceptions-for-snapaddy-apps) - [How can I update profile information of all users at once?](https://portal.snapaddy.com/knowledge/how-can-i-update-profile-information-of-all-users-at-once) - [How do I configure custom profile fields?](https://portal.snapaddy.com/knowledge/how-do-i-configure-custom-profile-fields) - [What is the difference between Licenses and Roles?](https://portal.snapaddy.com/knowledge/what-is-the-difference-between-licenses-and-roles) - [CRM Username and CRM User ID and their function](https://portal.snapaddy.com/knowledge/crm) - [What do the user roles mean?](https://portal.snapaddy.com/knowledge/what-do-the-user-roles-reporter-user-template-curator-template-manager-and-admin-mean) - [How can I create terminal accounts](https://portal.snapaddy.com/knowledge/how-can-i-create-terminal-accounts) - [How can I create guests?](https://portal.snapaddy.com/knowledge/how-can-i-create-guest-users) - [Need Admin Approval](https://portal.snapaddy.com/knowledge/microsoft-need-admin-approval) - [Configuring SCIM User Provisioning With Azure Active Directory / Entra ID](https://portal.snapaddy.com/knowledge/scim-user-provisioning) - [How do I add a custom message to user invitations?](https://portal.snapaddy.com/knowledge/how-to-add-a-custom-message-to-user-invitations) - [User management "User & licenses"](https://portal.snapaddy.com/knowledge/usermanagement) - [How do I re-invite pending users?](https://portal.snapaddy.com/knowledge/re-inviting-pending-users) - [How can I set up SSO (Single Sign-On) for my organization?](https://portal.snapaddy.com/knowledge/how-can-i-set-sso-options) - [How to set up SAML 2.0 Single Sign-On for Okta](https://portal.snapaddy.com/knowledge/wie-man-saml-2.0-single-sign-on-einrichtet) - [What are claimed domains?](https://portal.snapaddy.com/knowledge/what-are-claimed-domains) - [Configure SCIM User Provisioning](https://portal.snapaddy.com/knowledge/configure-scim-user-provisioning) See less ▼ ## General Settings - [How can I grant or revoke access to my organisation for snapAddy support?](https://portal.snapaddy.com/knowledge/how-can-i-allow-snapaddy-support-to-access-my-organization) - [How can I edit the organization settings](https://portal.snapaddy.com/knowledge/how-can-i-edit-the-organization-settings) - [How to set up the phone number format](https://portal.snapaddy.com/knowledge/how-to-set-up-the-phone-number-format) - [How do I edit my profile information and custom profile fields in snapAddy?](https://portal.snapaddy.com/knowledge/what-is-the-purpose-of-the-custom-profile-fields) - [How can I set up the duration of the access token for the snapAddy solutions?](https://portal.snapaddy.com/knowledge/how-can-i-set-up-the-duration-of-the-access-token-for-the-snapaddy-solutions) - [How to set up SAML 2.0 Single Sign-On](https://portal.snapaddy.com/knowledge/how-to-set-up-saml-2.0-single-sign-on) - [Data privacy at snapAddy: GDPR, ODP, TOM´s](https://portal.snapaddy.com/knowledge/data-privacy-at-snapaddy-gdpr-odp-toms) - [What must be enabled in the proxy, so that snapAddy Services are no longer blocked?](https://portal.snapaddy.com/knowledge/what-must-be-enabled-in-the-proxy-so-that-snapaddy-dataquality-is-no-longer-blocked) See less ▼ - [Global Settings](https://portal.snapaddy.com/knowledge/global-settings#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/global-settings#frequently-asked-questions-faq) - [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings#profile-settings) - [User Management](https://portal.snapaddy.com/knowledge/global-settings#user-management) - [General Settings](https://portal.snapaddy.com/knowledge/global-settings#general-settings) - [Video Tutorials](https://portal.snapaddy.com/knowledge/video-tutorials#main-content) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-visitreport) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-leadresearch) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-businesscards) - [snapAddy Quick Tips](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-quick-tips) - [CRM Integrations](https://portal.snapaddy.com/knowledge/video-tutorials#crm-integrations) - [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/crm-integrations#frequently-asked-questions-faq) - [CRM System integration (Mapping)](https://portal.snapaddy.com/knowledge/crm-integrations#crm-system-integration-mapping) - [Salesforce](https://portal.snapaddy.com/knowledge/crm-integrations#salesforce) - [MS Dynamics 365 CRM](https://portal.snapaddy.com/knowledge/crm-integrations#ms-dynamics-365-crm) - [SAP Sales Cloud](https://portal.snapaddy.com/knowledge/crm-integrations#sap-sales-cloud) - [HubSpot CRM](https://portal.snapaddy.com/knowledge/crm-integrations#hubspot-crm) - [Pipedrive](https://portal.snapaddy.com/knowledge/crm-integrations#pipedrive) - [Sugar CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sugar-crm) - [Suite CRM](https://portal.snapaddy.com/knowledge/crm-integrations#suite-crm) - [SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sage-crm) - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations#close-crm) - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations#weclapp) - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations#snapaddy-api) - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations#zapier) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#main-content) - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#frequently-asked-questions-faq) - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#first-steps) - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#export) - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#digital-business-cards) - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#businesscards-quick-tips) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#frequently-asked-questions-faq) - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-with-the-visitreport-app) - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-within-the-visitreport-dashboard) - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#export-crm-pdf-excel) - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#inventory-data) - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#video-instructions) - [E-Mail Integration](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#e-mail-integration) - [Meetings](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#meetings) - [VisitReport Quick Tipps](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#visitreport-quick-tipps) - [Questionnaire](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#questionnaire) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#frequently-asked-questions-faq) - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#installation-and-setup) - [Working with contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#working-with-contact-data) - [Exporting the contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#exporting-the-contact-data) - [LeadResearch in Chrome & Edge](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-chrome-edge) - [LeadResearch in your CRM System](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-your-crm-system) - [Technical requirements](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#technical-requirements) - [Microsoft 365 Integration (Outlook)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#microsoft-365-integration-outlook) - [Automation](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#automation) - [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#frequently-asked-questions-faq) - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#installation-and-setup) - [Workflows](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#workflows) - [Data Enrichment](https://portal.snapaddy.com/knowledge/data-enrichment) [![sA Logo](https://portal.snapaddy.com/hs-fs/hubfs/sA%20Logo.png?width=120&height=29&name=sA%20Logo.png "sA Logo")](https://www.snapaddy.com) Haugerkirchgasse 7 97070 Würzburg Germany [Legal notice](https://www.snapaddy.com/en/legal/imprint.html) Copyright © 2025, snapAddy GmbH