This guide provides a step-by-step process for setting up and managing your Synapsecom Portal account. Ensure your service experience is smooth by properly setting up your account and understanding how to manage it.
Setting Up Your Account
Registering a New Account
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Navigate to the Register Page: Access the registration page on our website from the top right corner of your screen.
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Fill in Personal Information: Provide your first and last name, email address, and phone number.
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Enter Billing Address: Complete the required fields including street address, city, state, and country.
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Additional Information: Select your preferred currency and, if applicable, enter your tax office details.
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Account Security: Set a strong password and, for added security, confirm it.
Account Activation
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Once all information is submitted, you’ll receive an activation email. Follow the instructions to activate your account.
Managing Your Account
Accessing Account Settings
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Login to Your Account: Use your credentials to access your dashboard.
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Navigate to Account Details: Here you can view and edit your personal and billing information.
Account Information
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Personal and Billing Information: Manage your personal details and billing address as needed directly from the Account Details section. Also you can add extra Information like TAX Office and select your email preferences.
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If you have provided your VAT Number, your account is treated like a business one. Look the corresponding chapter on article "Understanding Your Billing Statement".
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Manage Payment Methods: Add or remove payment methods to manage how you pay for services.
Contacts
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Manage Contacts: In case your company consists of different departments and you need to categorize contacts, here you can create multiple contacts and set email preferences.
Email History
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View Email History: In this section you can see the email history with details like date sent and message subject with the ability to click on an email and preview it.
