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Act-On Software

Setup profile and account information


One of the first steps to completing your account setup is updating your profile information. In addition to this, your account profile ensures that emails you're sending through Act-On are CAN-SPAM compliant.

In this article, we'll walk through:

  • Updating your user profile information
  • Updating your account name & address
  • Setting up account policies

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To Do:

  1. Click Profile, and select Profile
  2. Enter your First Name, Last Name, Title, Phone Number, Mobile Number, and Fax Number.
  3. Choose the appropriate Time Zone.
  4. Click Update Now.

To Do:

  1. Click Profile, and select Profile.
  2. Click the Organization menu.  
  3. Based on your organization, complete the following information:
    1. Company
    2. Street Address
    3. City
    4. State
    5. Zip
    6. Country
  4. Select the checkbox to Set account default address.
  5. Click Update Now.

AOmegaphonesmall.pngPlease note:

Your address can be your current physical street address, PO Box, or a private mailbox as long as they are registered with the US Postal Service. This information is automatically included in new emails created in Act-On via the Default Footer. If you create custom footers to reflect other or custom information, it is recommended that you incorporate your organization name and physical address within them as well.

To Do:

  1. Setup your account password policy
    1. Click Profile, and click Profile
    2. Click Policies
    3. Click Update Now
  2. Update the account auto log-out time
    1. Click Profile, and click Profile.
    2. Click Policies.
    3. Click the Timeout drop-down.
    4. Choose the appropriate default time-out.
    5. Click Update Now.

AOmegaphonesmall.pngPlease note:

Each company has preferences on the policies they implement for password protection and user time outs. Act-On allows you to customize these to be as strict or relaxed as you prefer. There is also an option to set an auto logout for security conscious companies. Generally, a 4 to 8 hour time is recommended.