Admin & Organization
Configure account settings and manage your organization's preferences.
9 articles
- Billing Report AdminUse Billing Report Admin to review exported files, texts sent, and calls made over a date range. Access it from Admin in the Portal menu.
- Managing Multiple OrganizationsManage multiple i360 organizations as separate parent orgs or parent-child relationships, and switch between them in Portal and the Walk and Call apps.
- Managing Parent/Child OrganizationsManage i360 parent/child (Enterprise) organizations: navigate between orgs, use the branch icon to view shared content, and share audiences, lists, surveys, and tags.
- NotificationsUse i360 Portal notifications to track the status of your actions. Click the notification bell to view export updates from Search, Surveys, Texting, and Action.
- Push Notifications to Slack MessagingConnect i360 Portal notifications to Slack so users are alerted when processes start or finish. Requires the Manage Notifications permission to enable.
- Set a Cancellation Date in the Billing CenterSet a cancellation date in the i360 Billing Center so your subscription won't renew past that date. Log in to the Billing Portal to make the change.
- Switching Between OrganizationsSwitch between i360 organizations that share your email in two clicks, using Search Organizations under your initials. The page refreshes to the new org's data.
- Tag CreationCreate tags to organize and target data points for door-knocking, calling, and texting. See where tags appear across Search, Contacts Management, and Surveys.
- Upgrade/Downgrade Your i360 SubscriptionUpgrade or downgrade your i360 subscription in the Self-Service Billing Portal. Log in and open the Subscriptions tab to change your plan.