Two areas keep your Ontraport account running. Account is where you manage your subscription. Administration is where most account-wide settings live. You'll find both by hovering over your profile icon in the upper right. This is a quick tour. Later lessons go deeper on many of these settings.
Click Account to see your plan. Only the account owner, or a user with the Account Management permission, can make changes here. Under Current Account Details, click Change Subscription to upgrade or downgrade. When you upgrade, you get the new plan's features, and the new price is charged on your next charge date.
Before you downgrade, turn off any features the lower plan doesn't include, and remove extra users and contacts. When you lose a feature, its saved data goes with it.
Under Plan settings, you can switch to yearly billing. This is also where you add plans like SMS, Inbox and Dynamic CMS. To pause or cancel, click Please close my account completely. Pausing keeps your data, but your automations, pages and forms stop working until you unpause. Support can't cancel for you, and access ends when you cancel, so export your data first.
Now click Administration. Its settings are grouped into tabs, like Data, Email, User Management, Business Info and Security. Let's walk through the ones you'll use most.
Under Data, File Manager hosts your files. Inbox providers often treat attachments as spam, so upload the file here and send a download link instead. Nearby in Administration, Video Manager hosts videos for your pages. Tracked Links record when contacts click a link, so those clicks can trigger automations. Exported lists keeps each export you run for 60 days. Custom Objects is where you create your own objects, which needs a Dynamic CMS plan.
Partner Program Links has your personal referral link. Refer a business to Ontraport and you earn a commission on their membership for as long as they stay active. And Localization sets your account's time zone, date and time formats, and default currency.
Under SMS, you buy the phone numbers you text from. Plus, Pro and Enterprise accounts include a number, and you can buy more. To send texts, you also need an SMS plan from your Account page.
Under Email, Email 'From' Address Setup lets you send from an address on your own custom domain. Email Sync connects your own inbox, so emails between you and your contacts are saved to their Contact Log. Email Sync is available on Plus and above.
Under Integrations, Ontraport API Instructions and Key Manager is where developers create API keys for custom integrations.
You add users from your profile icon, under Manage users. In Administration, User Management holds Team Roles & Permission Management, where you decide what each role can view, edit and delete. The User field editor lets you change the fields on user records. Lead routing and lead scoring live under Contacts, then Settings.
Business Info holds your business details, including your address, logo and brand color. Fill it in early. Ontraport adds your physical address to the unsubscribe footer of every bulk email, and your logo and brand color appear on your default invoice receipts. Custom Domains, where you connect your own domain for email and pages, is in Administration too.
Developer preferences and resources is where you get your tracking code for websites outside Ontraport, and your partner tracking pixel. A later lesson in this course covers the tracking script.
Customize navigation menu lets you reorder your top bar, as you saw in the platform tour. And under Ontraport Marketplace, you set up your marketplace profile and manage the content you share with other Ontraport users.
Advanced features has toggles for optional tools, like Systems and Advanced Purchases. Prebuilt objects like Deals and Companies are now apps. Find them under your profile icon, then Apps. Apps need a Dynamic CMS plan.
Legacy Features holds older tools that newer features have replaced. Sequences, for example, are a legacy feature. For automation, use the visual automation builder instead.
Finally, Security. Multi-factor authentication is always on. You choose the security level, which sets how often you and your users have to confirm it's really you. Here you can also connect reCAPTCHA for your forms, allow social login with Google, Microsoft, Facebook or Apple, and disable custom HTML forms if you don't use them. There's a full lesson on account security later in this course.
So: Account is for your plan and billing, and Administration is for your account-wide settings. You don't need to set everything up today. Next up: Ontraport Support, and all the ways you can get help.