Settings is a place to configure settings for the company account.
The settings page has 7 different tabs:
- Company
- Billing
- Signatures
- Branding
- Users
- Integrations (only accessible for business subscribers)
- Flows
Only Company Admins can see all 7 tabs.
This article will cover the settings in the Company tab.
Company settings
To go to settings click on the gear icon in the top right corner.
You will automatically see the Company Settings in the first tab.
The company settings includes basic information about the company and the subscription plan.
Contact Information
Company email
You can change the contact information for the company here, by clicking the field you want to change, changing the information and clicking the save button. By default, if a customer replies to any email sent by Taktikal on your company's behalf, it will be sent to this email address. This is also the email address Taktikal will deliver important announcements regarding the service, pricing changes or other important aspects.
Privacy officer email
You can add an email address for the companies privacy officer, who will receive notifications if a signee wishes to use their privacy related rights or if an incident occurs that relates to personal information. If this field isn't filled in, these emails will be sent to the company email or to company admins. For more information about how Taktikal handles privacy, please see your Data Protection Agreement.
IT operations email
Lastly, you can set the IT operations email. If the company uses webhooks, this email address will receive notifications if webhooks fail. This email address will also be the one notified of any operational incidents that may affect your company's account at Taktikal. If this field isn't filled in, these emails will be sent to the company email or to company admins.
Display name of SMS Sender
You can also edit the name that is displayed when Taktikal sends SMS's with signing requests on behalf of your company. This name is restricted to 11 characters or less.
Subscription
The Subscription plan section displays information about the company's current subscription plan and provides the option to change the subscription plan. To change the subscription plan click "Change subscription"
You can see a full comparison of subscription plans by clicking "more on subscription plans".
Next choose the new subscription plan and click "Select".
After clicking the new subscription click "continue" to finalise the change. The change will be reflected in your next invoice starting with the day it was activated. Therefore the first invoice after a change of subscription may show two different subscriptions, the old subscription for the days leading up to the change and the new subscription for the day of the change and all following days in the month.
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