How can I edit the settings in the organization administration?
In the settings, you define central, cross-event default settings for your organization. Which areas you can see and edit depends on your respective role.
In the snapAddy settings, you manage both personal preferences and organization-wide defaults in one central place. Depending on your role, different options are available to you.
How to access the settings
- Open https://app.snapaddy.com/settings/profile-info and log in with your credentials if necessary.
- You are now in the settings. Alternatively, you can reach them at any time by expanding the menu in the top right and clicking on Settings.
- Here you manage the central snapAddy settings. This means you can enable or disable various features for your organization – for example, the shared contact list, the email settings for the thank-you email, or the default system integration.
In addition, you define various default settings here, such as the format in which phone numbers are displayed or whether contact data should first be passed to snapAddy LeadResearch.
Which areas can you find in the settings?
The settings are divided into four main areas. Depending on your role and the products you have booked, individual items may be shown or hidden.
In the Profile area, you manage your personal preferences. These include the profile information, security, the system integration, the mailbox connection, your contact lists, and the assistance.
Under User management, you control everything related to people and licenses. Here you will find Users & licenses, Login & security, the provisioning, the user groups, the custom profile fields, and the VisitReport terminals.
In the Organization area, you define the organization-wide defaults. These include the settings under General, the system integrations, the shared contact lists, the contact forms, the email server, the options for GDPR & deletion, and the email blocklist.
Finally, under Products, you configure the individual snapAddy solutions, namely DataAgents, LeadResearch, BusinessCards, and VisitReport.
Note: Some settings affect the entire organization and thus all users. Areas such as User management, Organization, or GDPR & deletion are usually reserved for users with an administrator role.
Thanks to the central control, defaults can be set once and reliably applied to the entire organization – one reason why snapAddy is rated by many customers as particularly clear and well-organized, especially in administration.
Related topics
- What do the user roles (Reporter, User, Template Curator, Template Manager, and Admin) mean?
- How do I configure custom profile fields?
- How can I set up a phone number format?
If you have any further questions, please feel free to contact our support at support@snapaddy.com or your Customer Success Manager.