Account Management
Account Management, located in the Navigation Menu, allows you to manage users, groups and services, as well as payment details and information. You will only have this menu option if you are an Account Manager.
The following options are available under Account Management:
Templates
Account Managers can create templates that users can apply as cover pages to faxes later. See Templates for more information.
Fax Users
When you open an account with AccuRoute CloudFAX, a user is automatically created and assigned the Account Manager level of permissions. Account Managers can then add any number of further users under an account. See Fax Users for more information.
Groups
Account Managers can create groups of users to which faxes can be shared, either individually or automatically, rather than having to define the sharing settings of each fax and user individually. See Groups for more information.
Custom Properties
Each of the faxes in your Inbox has several properties: time received, number of pages, shared time, and owner. Faxes can be further organized by adding tags, a unique reference, a fax name and/or customized properties.
Account Managers can define up to 10 additional customized properties for an account.
See Custom Properties for more information.
IP Access Control
Account Managers can add IP address ranges to restrict access to an account. The access restrictions also apply to the AccuRoute CloudFAX API web service. See IP Access Control for more information.
Account Properties
Account Managers can update account information, add payment methods and retention policies and change account permissions. See Account Properties for more information.
Outbound Fax Credit
Account Managers can view a detailed list of the individual cards that have been applied to an account, as well as purchase additional outbound fax credit, and set up repeat orders. See Outbound Fax Credit for more information.