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

• Adding New Users
• Removing Users
• Managing Users
• User Roles
• Removing an Agency Administrator from all Accounts

Custom Fields

• Custom Fields

Custom Actions

• Custom Actions

Teams (Phone Settings)

• Teams (Phone Settings)
• Call Waiting

Signup Pages

• Creating a Signup Page

Price Markups

• Creating and Modifying Price Markups

Parent Settings

• Custom Domain White Labeling

Divisions

• User Management – Divisions

Accounts

• CallTrackingMetrics Technical Support PIN

Parent / Agency

• Architecting for HIPAA Compliance
• Overview of Referral Partner Program
• How to Resell CTM
• View Canceled Accounts
• Redacting Information for Privacy
• Adding a New Account (Sub-Account)

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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?
• Update Billing Re-Charge Settings
• Receipts
• Agency Shared Billing vs. Individual Sub-Account Billing
• Billing Notifications
• Account Billing Logs

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Account Settings

• Agent Status
• Customizing Hold Music
• Copying Settings
• CallTrackingMetrics Tools for CCPA Compliance
• Automatically Delete Recordings
• Canceling an Account or Agency

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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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