How-To

Create an Account for Existing Prefix
The following instructions walk through creating an Account (see Glossary) that needs to be associated to an existing Group and Prefix. You must ha...
Wed, Aug 18, 2021 at 2:16 PM
Add Users
Only an Administrator of the group can add users. If you are not able to invite others, please contact the group Administrator or Client Success. 1. Cl...
Wed, Jun 22, 2022 at 9:57 AM
Manage User Access
You must be an Administrator of the group to manage user access. For information on adding users, see Add Users. 1. Click on the Groups menu and select...
Wed, Mar 11, 2020 at 9:23 AM
Cost Calculator
You must be a registered user and have access to the account to use the calculator. If there are existing funds in the account, the calculator will take tha...
Tue, Mar 3, 2020 at 2:44 PM
Purchase Codes
1. Click on the Accounts menu and select an account. 2. Click on Purchase Credits from the account home page.           If you cannot purchase cre...
Thu, Mar 5, 2020 at 9:45 AM
Create Codes
A group, prefix and account must be set up before creating a code. Separate instructions are available for creating multiple codes at one time. 1. Clic...
Mon, Jun 20, 2022 at 11:25 AM
Create Multiple Codes
A group, prefix and account must be set up before creating a code.  Separate instructions are available for creating a single code. 1. Click on the Cre...
Mon, Jun 20, 2022 at 11:26 AM
Clone a Code
Cloning refers to using data from an existing code to create a new code. 1. Find the code you want to clone.       Access the code from the Ad-ID Code...
Tue, Mar 3, 2020 at 2:44 PM
Edit Account Billing Information
The billing information for an account can only be edited by those who have the appropriate permission to the account. Only account Administrators can updat...
Tue, Mar 3, 2020 at 2:44 PM
Edit Invoice
Invoices are accessible through an account. Anyone with access to the account can view the associated invoices, but only the account Administrator or the us...
Wed, Mar 11, 2020 at 9:25 AM