Settings

Your Profile

• Two-Factor Authentication

Manage Users

• Assigning an Outbound Number to an Agent
• Pre-Recorded Outbound Voicemail Messages

Access Control Groups

• Access Control Rules

Users

• Backup Codes
• Resetting Users Two-Factor
• Adding New Users
• Removing Users
• Managing Users
• User Roles

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Custom Fields

• Custom Fields

Custom Actions

• Custom Actions

Team Settings

• Reload Softphone
• Members and Managers in Team Settings
• Message Responses
• Wrap-up Panel
• Missed Call
• Call Transfers

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Signup Pages

• Creating a Signup Page

Price Markups

• Creating and Modifying Price Markups

Parent Settings

• Authorized Agency Administrator Domains
• Custom Domain White Labeling

Divisions

• User Management – Divisions

Accounts

• CallTrackingMetrics Technical Support PIN

Parent / Agency

• Requesting a Business Associate Addendum (BAA)
• Architecting for HIPAA Compliance
• Overview of Referral Partner Program
• How to Resell CTM
• View Canceled Accounts
• Redacting Information for Privacy

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My Account

• Dark Mode
• Creating Custom Ringtones

Change History

• Change History and Versions

Billing Settings

• How does the available balance system work?
• How Do I get an Invoice?
• Update Billing Re-Charge Settings
• Receipts
• Agency Shared Billing vs. Individual Sub-Account Billing
• Billing Notifications

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Account Settings

• How to Calculate Rates
• Authorized User Domains
• Agent Status
• Customizing Hold Music
• Copying Settings
• CallTrackingMetrics Tools for CCPA Compliance

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Account Management

• Federal Universal Service Fund (FUSF) Overview
• CallTrackingMetrics Tools for GDPR Compliance
• Account Security Features
• Transferring Accounts (Moving Accounts into or out of Agencies)
• API Keys
• PCI Compliance

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