This tab of the Account Settings page is only accessible to Owners, but allows for the Owner to manage aspects of their account and add users to the accountant role.
At the top of the page, the Owner has the same controls to upload their custom library banner and account logo as on the custom library page. See this page for instructions on uploading those images.
Using the "Custom Library URL" field, Owners can set a link for their custom library banner to allow users to click and navigate to external sites or social media pages managed by the organization (i.e. Church/Business websites, Facebook pages, etc.).
Owners can also change the displayed account name using the "Account Name" field as well as modify the account's preferred language. The preferred language dictates the language of the email invites sent from the account so Owners can ensure the invites are easily readable to their invited contacts. Note: The language displayed throughout the site is managed by the user's preferred language.
Using the “Billing and Payment History Access” controls, Owners can grant both admins and users permission to view the “Billing and Payment” tab to mange the payment method on file for the account, view the exemption status, and print invoice receipts.
To grant access, Owner's can simply start typing a name or email into the input field and make a selection. If the Admin or user already exists within the account, their name will display in the search options. Otherwise, the Owner can enter an email for a new contact. Once a contact is chosen, clicking "Invite Accountant" will add the new accountant. Note: The contacts will be notified by email for this action. New contacts will be invited into the account with the user role.
Owners can also remove access for Accountants by clicking the "x" icon on their tag. Note: This will only remove their status as an Accountant and will not revoke their access to the site.