Settings


Manage your company on the platform in the Settings section:


Company

  • enMain information - fill in information about your company
  • enAccounting - view the package payment history
  • Notifications - indicate what actions you want to receive notifications to your email about.
  • By users - add new users to the system.
  • Roles - this tab allows you to create, configure and delete roles for the company.
  • Init code - this tab copies the company's init code.

Integrations

  • Messengers - used to connect communication channels (bots) to your company
  • Payments - connect payment systems, including for manual payments.
  • IP Telephony - connect OnlinePBX and Binotel telephonies
  • Membership - add data to the system for integration with the WordPress MemberMouse plugin
  • Leeloo API - set up integration with other services

CRM settings

  • Tags - add tags to the system
  • enAccount information - regulate what information about your account the client will see
  • Sales plans - create and manage sales plans
  • Membership packages - create subscription packages to automatically provide clients with access to restricted content after payment.
  • Dialogue - setting up company dialogues.

Content

  • Variables - you can create, edit and delete variables.
  • Fields - You can create, edit and delete custom fields.
  • Data protection - add privacy policies