Global Company Settings
Your core company details determine how your brand appears to recipients and how billing statements are generated. Changes made here apply globally across all sub-accounts.
Accessing Company Details:
Click your initials in the top-right corner of the dashboard → select Company Details.
Company Details: Your official legal entity name, printed on all billing invoices.
Display Name: The public-facing name recipients see. Automatically populates when using the
@companynamemerge tag in gift communications.Primary Logo: Your default brand logo, automatically applied to all newly created campaigns.
Billing Info
Global Billing Profile:
Managed under General → Billing. Updates here adjust the legal entity address, primary billing contact, and tax-exempt status displayed on invoices.
Note: Individual payment methods can also be routed to distinct addresses if needed.
Sub-Account Management
Sub-accounts allow you to isolate budgets, users, and campaigns for specific departments or regions (e.g., Sales vs. HR).
Dashboard Owners: Have full visibility and administrative control over all sub-accounts.
Dashboard Managers: Have visibility and editing privileges restricted exclusively to their assigned sub-account(s).
Action | Access Level | Steps |
Create Sub-Account | Owners Only | Click Settings ⚙️ → Company → Manage Accounts → click + Create Account. (Note: Each sub-account requires its own assigned payment method). |
Edit Account Name | Owners & Managers | Settings → Company → Company Details → Display Name |
Deactivate Sub-Account | Owners & Managers | Settings → Company → Manage Accounts. Find the sub-account you would like to deactivate, select the three dots → Deactivate.
NOTE: Pending gifts remain claimable until expiration. |
Archive Sub-Account | Owners Only | Settings → Company → Manage Accounts. Find the sub-account you would like to deactivate, select the three dots → Archive.
While archived, the sub-account won’t appear in your accounts, reports, or billing. This will not affect automated or scheduled campaigns, and won’t expire unclaimed gifts. Nothing is deleted — everything is preserved and comes back if you restore it. |
Setting Default Gift Customizations
Set default branding and rules so new campaigns automatically inherit your brand guidelines. Changing default settings applies only to future campaigns and will not retroactively alter live campaigns.
Where to Configure Defaults:
Company-Level (Owners Only): Settings → Company → Gift Customization (Applies across all accounts).
Account-Level (Owners & Managers): Settings → Company → Gift Customization (Applies across specific sub-account).
Configurable Defaults:
Gift Experience: Set default email subject lines, body text, greeting cards, and digital unwrapping animations.
Expiration Timelines: Define a standard validity period for gift links (e.g., 60 days).
Automated Reminders: Toggle automatic claim reminder emails on or off (disabling reminders is not recommended).
Redirect URL: Specify a target webpage to automatically redirect recipients to after they claim their gift.
Recipient Disclaimer Checkbox: Add custom terms, tax notes, or legal acknowledgments required at checkout.
Personal Profile Updates
Updating Personal Account Details:
To edit your personal display name, login email, or account password, click your initials in the top-right corner → select Profile Settings.