Manage user access, roles, account settings, billing questions, and organization details.
User access basics
Account owners should give users only the access needed for their work and remove access when a user no longer needs the platform.
Access review checklist
Use this checklist when adding or reviewing a user.
- Confirm the user is in the correct organization.
- Assign the role with the minimum required permissions.
- Check whether access should be limited to specific campaigns or reports.
- Remove inactive users as part of routine account review.
Billing support
For billing questions, email support with your organization name, invoice reference if available, and the billing question you need reviewed.
Need more help?
Email support@pingtree.com with your organization name, campaign name, lead ID if available, and a short description of what happened.
Email support