Account Settings

Manage your account in one place! Get a detailed glance into your account settings and learn how to customize your database.

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19 articles in this collection
Written by Lindsey Stroud and Erin Posey
Account Customizations

Change Account Ownership

Things change! Here's how to change account ownership over to another user.
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Written by Lindsey Stroud
Updated yesterday

Add and Remove Users

Invite additional users to work in your Hatchbuck database and deactivate users that should no longer have access.
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Written by Lindsey Stroud
Updated yesterday

User Level Security

Hatchbuck user level permissions allow you to control what your users are able to see and do in the database.
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Written by Lindsey Stroud
Updated yesterday

What will I see if I can't access a record?

Some users are restricted from viewing certain information for contacts, companies, and deals. See why.
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Written by Lindsey Stroud
Updated yesterday

Why Can't I Delete This?

If your admin has set user permissions, you may be blocked from removing contact, company or deal records.
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Written by Lindsey Stroud
Updated yesterday

Customizations

Customize your database to make Hatchbuck fit your needs.
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Written by Lindsey Stroud
Updated yesterday

My Profile

Update the name and email stored on your user profile.
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Written by Lindsey Stroud
Updated yesterday

Username and Password

Changing your username and password in Hatchbuck is quick and easy. Here's how.
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Written by Lindsey Stroud
Updated yesterday

Company Information

Edit the company information that displays in email footers from your Account Settings.
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Written by Lindsey Stroud
Updated yesterday

Block IMAP Activity for Internal Users

Suppressing email activity for certain email addresses or domains will block all email sync activity within the system.
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Written by Lindsey Stroud
Updated yesterday

Setting International Currencies

Set your currency in BenchmarkONE through account settings.
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Written by Erin Posey
Updated yesterday