Global Company Settings
If you are the Owner (primary contact for the entire company), you will see Company listed first. If you are not the Owner, this tab will not be visible.
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.
Company Settings
General
Edit an Account Name: Hover over the account and click into the text box to edit your Account Name.
Primary logo, automatically applied to all newly created campaigns
Set up Invoice Details
Get information related to Billing policies
Sharing & Access
Invite link
A shareable link that lets people with an approved email domain join Snappy as a manager of a new account.
API access
Generate up to 50 tokens for using public Snappy APIs. Our documentation can be found at Snappy API.
Automations access
Generate up to 10 keys for using automations such as Zapier and Make.
Webhooks
Create a webhook by specifying the URL for Snappy to POST requests and define which specific events you are interested in receiving. More information can be found in our documentation.
SFTP access
Generate a new private key for using the Snappy SFTP integration. Our documentation can be found here.
Manage Users
Add and update new dashboard users
Edit permissions
Change roles
Manage Accounts
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 → Manage Companies → click the three dots → Rename |
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.