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

Fax Users 

Groups

Custom Properties

Cost Centers

IP Access Control

Account Properties

Payment Method

Billing

Outbound Fax Credit

 

Templates

Account Managers can create templates that users can apply as cover pages to faxes later. See Templates for more information.

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Fax Users 

When you open an account with InterFAX, 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.

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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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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.

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Cost Centers

Account Managers can tag groups of users with a cost center for billing purposes. See Cost Centers for more information.

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IP Access Control

Account Managers can add IP address ranges to restrict access to an account. The access restrictions also apply to the InterFAX API web service. See IP Access Control for more information.

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Account Properties

Account Managers can update account information, add retention policies, and change account permissions. See Account Properties for more information.

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Payment Method

On the Payment Method page, Account Managers can set up payment methods for the account. See Payment Method for more information.

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Billing

On the Billing page, Account Managers can view a detailed list of all billing activity on an account. See Billing for more information.

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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.

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