Managing your Account and Users

When you open an Account with InterFAX, a User is automatically created and assigned ‘Account Manager’ permissions.
Any number of Users can then be added under an Account, each User with their own permission settings.

Here we see the ‘Account Manager’ user ‘InterFAX_Test’, and a second user ‘SharedTestUser’ which has been added under the account.

Accounts can be given specific settings and Users can be assigned individual services (send faxes, receive faxes) and User options, furthermore documents can be shared with Users or groups of Users and individual permissions assigned universally or per user, all according to your requirements.

If you require support with managing you own User settings, please see the support section – here.
If you require support with managing the Users under an Account (add Users, remove Users), please see the support section – here.
If you require support with managing the Services assigned to Users (send faxes, receive faxes), please see the support section – here.

Once logged in as an Account Manager, there are two sets of additional tabs available, ‘Account Management’ and ‘Account Settings’.

Account Management

The Account Management menu gives access to the management of Users, Groups and Services, as well as payment details and information.
To get started, log in and expand the ‘Account Management’ tab within the Navigation menu, where you’ll find the following links;

  • For billing and payment queries, or for help updating your payment card details, please see the support sections here.
  • To manage the Users under an Account (add users, remove users), please see the support sections here.
  • To manage your User’s services (add a service to a user, close a service), please see the support sections here.
  • For more information on Groups (creating Groups or Sharing), please see the support sections here.

Account Settings

There are a range of options available at an Account level, that can be personalized to suit your needs.

 

To get started, log in and expand the ‘Account Settings’ tab within the Navigation menu, where you’ll find the following links;

  • Account Information – Allows Account Managers to view and update the contact information held on record by InterFAX
  • IP Address Access – Allows Account Managers to restrict access to specific IP addresses only
  • Customized Properties – Allows Account Managers to specify customized properties for the purposes of organizing documents
    For more information on customized properties, please see the ‘Organize documents’ support section here.
  • PCI-DSS & Security Control (PCI Inbound Service) – Allows Account Managers to specify advanced security features for PCI inbound documents
  • Storage Policy – Allows account managers to set the document storage period, according to the documents received time.

Support Home

Need more help? Find support in your region, to be connected to someone who can assist.