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Account

Setup Settings Account

The Account overview allows you to edit Company and General Information, set Simple Mail Transfer Protocol (STMP) Details, view Packages and the Service Agreement.

Edit Account Details

To add or edit Company information, click the blue pencil icon. This allows you to edit:

  • Name
  • Address
  • Billing Method (Click on the blue text to toggle between per channel and per-minute billing; it changes once every 30 days)

  • Contact Information for the account

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Additional Configuration

To change any other settings, please contact Technical Support.

SMTP Details

To add or edit SMTP information, click the blue pencil icon:

  • From Address is the email address that will receive the details.
  • Username and Password should match your server configuration.
  • Server is your server domain.
  • SMS From is the mobile number that sends SMS messages.
  • Click Save.

Test Email or Test SMS buttons send test messages via each method. You can find the buttons on the far right of the SMTP details window.

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TLS SMTP

To use TLS SMTP, set the Server format as "mail.yourdomain.com:465."

If not specified, the system will use the default SMTP port 25.

Packages

You can see below the Company information, a list of the applied ConnexCS packages, along with Quantity, Name (of the package), and the Cost (in per minute changes).

Click Enable Call Recording to add the feature to the Account. First, you need to enable this on individual accounts under Management Customer [Customer Name] Routing Ingress routing Media.

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ConnexCS Service Agreement

To view the full ConnexCS Service Agreement, click the orange banner at the bottom:

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