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: 

Services

Users 

Groups

Services

Once users have been created under an account, Account Managers can then assign individual services (send faxes, receive faxes) to those users, with personalized settings. See Services for more information.

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Users 

When you open an account with Upland 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 Users for more information.

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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.

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