Account Management

Contacts and Companies

• Add New Contacts
• Creating a New Contact
• Editing or Deleting a Contact or Company
• Importing and Exporting the Contacts List
• Creating a New Company
• Contacts and Companies Lists
• Adding Contacts to a Company
• Viewing a Contact and Their Invites
• Assign a Contact to a Company

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Users and Roles

• Creating a User and Assigning a Role
• Creating Custom User Roles
• Changing the Master User
• Managing Users
• User Groups
• How to enable Multi-Factor Authentication
• Update your Profile Details
• User Roles and Permissions
• Change a Team Member's Password
• Change your Password
• Troubleshooting Account Access Issues

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Billing

• Prorated Charges on your Bill
• Billing Settings
• How to Handle Fluctuating Usage/I Need My Invites Up Front
• Updating Payment Information

Additional Settings

• Account Settings
• Preferences Settings
• Team Settings
• Widget Settings
• Branding Settings
• Profile Settings
• Edit your email & SMS messages to clients
• Edit your received email & SMS messages
• Implement SAML(SSO) in FileInvite
• API & Webhooks
• Setting Up Custom SMTP in FileInvite

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