Overview of Organization Account Set Up

Organization admins can set up the organization's account and general settings. It includes setting up the look and feel of the application, sign-ups, contact profiles, features used, subscriptions, group management, etc. The organization admin must also create other admins and provide them with roles and permissions.

You can do the following in the organization accounts section. You may not require all the settings. You can search and navigate to the required settings.

• Configure organization settings: customize organization details, application’s appearance and network branding, create group types, enable features to use across the organization, sign-in and sign-up settings, and eat up contact profile attributes.

• Configure admins and roles: create and manage roles and assign the roles to admins. You can create custom roles and permissions. 

• Configure contacts management: configure the Single Sign-On (SSO), custom attributes, SFTP Imports, processing styles and view import logs. 

• Set up group automation: automate the system to create groups using custom attributes and attribute combinations.

• Configure default message settings: configure message delivery methods and sender profiles that fasten and standardize the message sending.

• Enable and manage add-ons: enable and manage all add-ons from Regroup. Use add-ons to extend the functionalities that suit your requirements. 

• Configure social media preferences: Integrate Regroup with Facebook and Twitter accounts to share posts and messages.  

• Understand Reports: View and download a comprehensive report for all messages sent from your organization. You can get Email Analytics that summarizes the delivery status and the interaction per device.