The Management Page allows you to see an Overview of your Switchboard Account, which provides common account details such as:
- Company Name
- Subscription Type
- What's included in your Subscription Plan
- Team Id
- Account Status
- Subscription Period
1. Select Main Menu on the top left of your workflow page.
2. Select Management from the slide-out menu.
3. Choose Overview from the menu on the left.
4. From here, you can do the following:
- Review the Subscription info on the right.
- Change the Company Name of your Switchboard Account
- Copy your Team ID if you need it for reference
- Select Industry from the drop-down menu.
LEARN HOW TO: