The Account Settings is visible to users that has 'Admin Access'. The Account Owner on the Essentials or Professional subscription plans has this access.
On the Enterprise plan, any team member assigned with the 'Admin Access' will see the Account Settings (in addition to the Account Owner).
Please watch the video tutorial here:
Find a breakdown and quick explanation of each Account Settings section below:
The profile is where you can see and edit your profile login information, password, and turn on Multi-Factor Authentication (MFA) for your user login. In this section, Account Owners can also transfer account ownership to a different member of their team.
Under Account, you can manage your account Details, Plans & Billing, as well as Data Export at the account level:
Here you can enter your company/personal information and address. You can update the account information at any time. You can also determine your Date Format (the US or Europe), Sort Order, Display Order, and Default Time Zone for the entire account.
Plans & Billing
In this section, you can see the type of plan you are on with zkipster as well as the next billing date. Here you can also view and update your credit card details, billing address, and VAT number. And you can find and download all of your past purchase receipts.
This section is where the Account Owner or any user assigned with 'Admin Access' can export and download detailed reports and can include information for one or multiple events at the Account Level. To learn more, please check this article here.
Under Customization, you can customize specific elements in your account, applicable to all users in your account:
Default Guest Fields
In this tab, you can see all default fields already available in zkipster such as First Name, Last Name, Total Guests. Note that those fields cannot be deleted or renamed. In the Default Guest Field section, you can add up to 10 additional custom fields on the account level which will then be available at every event you create in zkipster (unless you are on an Enterprise plan and have purchased additional fields). To learn more about purchasing additional fields please email email@example.com
The article here explains how to create custom fields in zkipster.
If you have purchased a Professional or Enterprise Plan and are planning on using zkipster's invitation feature, you can whitelabel your domain and email addresses in this section. To learn more about whitelabeling and email verification, read this article.
Custom Domain (Professional and Enterprise Accounts)
In this section, Professional level accounts can choose between invtdu.to or rsvp.theworldsbest.events to host RSVP forms.
Enterprise accounts additionally have the option to add and verify their own domain. And you can learn more here.
Templates (Enterprise Accounts)
Enterprise level accounts have the option to set invitation templates, choose which ones are active, as well as duplicate or delete specific templates. Learn more about account templates here.
Security (Professional and Enterprise Accounts)
Under security, you will find the Device Activity and Password Settings:
Here you will be able to see all active devices and users currently logged in to the account. If you are on the Enterprise plan, you are additionally able to revoke access for any devices and manually log users out. Learn more on how to view and manage your devices.
Password Settings (Enterprise Accounts)
This is an Enterprise feature allowing you to define a specific password policy (such as password length and complexity), reset passwords for all users on the account, and also enable Multi-Factor Authentication all user logins.
In the articles, you can learn more about the Custom Security Policies and manage MFA (Multi-Factor Authentication) on the Enterprise plan.
API Access (Enterprise Accounts)
Available as part of the Enterprise Plan. You can integrate zkipster to other systems in this section, like your CRM to save time through automation for best practice data transfer. Please check this article for integrations that are possible in zkipster.
Connected Accounts (Professional and Enterprise Accounts)
You can connect your zkipster account to Zoom to host virtual events, manage event registrations, or integrate it with other tools via Zapier for automated work. Learn more about the zoom integration in this article.
You can also connect your Zapier account and automate your workflows by connecting with over 2000+ other apps. Learn more about the Zapier integration in this article.
Users & Teams
Under Users & Teams, you can manage your Users, Teams, Permission Schemes and Single Sign-on (SSO):
This section is where you can add new users for your account by inviting their email or creating their user logins. Please check this article to learn more.
Teams (Enterprise Accounts)
For Enterprise plans, you can group users into ‘Teams’ inside the account. And you can also manage and assign the team automatically to events via this section. Please visit this article on how to create and manage teams.
The Event Permission Scheme and the Account Permission Scheme are the two types of Permission Schemes in zkipster. This is the section where you can find them. The permission schemes will define what kind of access each user has and you can learn more in the article here.
Enterprise plans will have the capability to create and manage their permission schemes on top of the pre-defined schemes available in zkipster. Please check the two articles here: How to Create and Manage Account Permission Schemes and How to Create and Manage an Event Permission Scheme
Single Sign-on (SSO) (Enterprise Accounts)
In this section you can setup SSO for your account. SSO increases security and streamlines your login process with zkipster. For more information visit the SSO article here.