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  • Organization settings: Managing your account settings
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Organization settings: Managing your account settings

This article explains how to manage your doo organization account settings as well as set or change the invoice address for the revenue disbursement of your events.

1. Managing the organization account settings

The organisation settings are only accessible for team members with the role “Administrator”. To access them please click on the gear icon, which you can find in the header right next to your name. 

If the gear icon is not visible for you, your user account does not have the necessary access rights. In this case please contact the team administrator, who invited you to that doo organization. He has the possibility to edit the account settings for you or to give you the necessary access rights by changing your current team member role into “Administrator”. 

1.1 Editing name and address

In order to edit the current data, just click on the pen icon and save the desired changes. Please note that the name and address entered here should be the same as provided in the revenue disbursement settings of your paid events (see 2.), because it’s used for your invoices and payout documents. So please update both entries in case of changes so that your booker invoices as well as your payout documents are created with correct data.

1.2 Defining a contact person

The contact person of your doo account is the main contact person for doo, concerning organization account related questions. 

For self-created organization accounts, the contact person is automatically the user who set up the account, but you can change this in your account settings at any time. Should the desired contact person not have a doo user account yet, please follow this introduction. 

1.3 Data management

1.3.1. Data synchronizing

In the section “Data management” you can specify whether existing contact data should be synchronized with incoming booking and attendee data. All information about this option can be found here.

1.3.2. Automatic contact deletion

By using this function you can define that the personal identifiable information of your bookers and attendees is automatically deleted after a certain number of days after your event ended. Consequently all doo contacts that are linked to bookers and attendees of your event will be deleted. For more information about deleting doo contacts please follow this link.

1.4 Inviting new team members

Pro and Enterprise customers can make use of the multi user function that allows you to invite additional persons to your organization account in order to manage the events together. To find out how new team members can be added to your organization, please click here. 

1.5 Manage data fields

Since the 18th of November 2019 you have a new feature to manage the data fields in the contact center. Until this was released you only had two options for “Titel” and “Salutation” (“Dr.” and “Prof.” as well as “Mr.” and “Mrs.”). Now you can add other options to your data fields and archive the others. For further information on how to manage your data fields you can click here.

1.6 Deleting your organization

Here you can find an instruction on how to proceed if you would like to delete your doo account.

2. Managing invoice address for your payouts

The name and address that is displayed on the invoices of your bookers as well as on your payout documents does not only have to be added in the organization settings but also in the revenue disbursement settings of your paid events. For more information on where you can enter and edit this information, please follow this link.

How the payout process generally works and how the monthly billing documents are structured is explained in this article.

Tags:
  • dashboard
  • organization settings
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