Account Administration Overview
An account is a dedicated space for an individual or company. It contains Users, Document, Templates and other relevant settings and account data for that individual or company.
When an individual or company signs up with Upsign, a unique account is created based on the chosen subscription plan. The person who signs up will automatically be the administrator of that account. When adding other users, you can choose to give them administrative access as well.
Administrators are granted the ability to access and configure default settings and make changes that can affect all users on the account. An administrator can:
- Access the admin area - Administrators will see a gear icon to navigate to the settings area
- Account settings - Manage account contact information and default language for the account and users.
- Manage Billing - Manage billing information, add seats, manage your subscription, view invoices
- Manage users - Invite new users, remove users, reset passwords and manage user access
- Manage groups - Create and manage user groups and membership
- Set default notifications - Enable/Disable the default Sender and Recipient notifications
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