V3: Settings -- Admin Settings -- Organization Profile

HOW TO FIND THIS PAGE

Step 1

Step 2

Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow and 2 in image to the left).

Step 3

Click on Admin Settings (turquoise box and 3 in image to the left).

Step 4

The screen will refresh. Click on Organization Profile.

HOW TO WORK WITH THIS PAGE

THE ORGANIZATION INFO PANEL

You can edit each of the items in this panel except for Your Role.

If you hover around an item, an Edit appears (brown arrow in image to the left). Click on Edit to make changes. Then click Save to update.

Let's look at this panel from the top down..

Edit logo: Upload a logo if you wish. (optional)

Organization First Name: This is the Full Name of your organization. This information is seen by all users on the account.

Organization Short Name: This field will allow up to 24 letters. This short name will be part of the unique signature created when reprocessing (resending) failed messages via a short code in cases of filtering by the mobile carriers. Read more about this here.

Treasurer Email: Contact information of the person to receive PastorsLine invoices, etc. (optional)

Default Country: Choose from the dropdown menu if different than the default which is the United States.

Address: Your organization's official address.

Your Role: not editable here

ITEMS TO THE RIGHT OF THE ORGANIZATION INFO PANEL

Note that sometimes hovering opens a Manage and sometimes an Edit.

Manage: Clicking on this link takes you to a new screen. You will do your editing there.

Edit: Clicking on this link allows you to edit right there.

MY OTHER ORGANIZATIONS

The total number of your organizations registered on PastorsLine.

Manage them via the Settings / User Settings / My Organizations page.

USERS

The total number of PastorsLine users for this particular organizations per role.

Manage them via the Settings / Admin Settings / Users page.

Shortcode/Toll-free

Both items are editable as per the details below.

Turquoise 1 in image above

In this section, you decide what happens to failed messages. You can turn this part off.

US PHONE NUMBERS

Currently, there are 3 options: reprocessing (resending) via the PastorsLine short code, reprocessing via a toll-free number, and do not reprocess.

If you turn reprocessing on, using a Short Code is recommended.

NON-US PHONE NUMBERS

Currently, there are 2 options: reprocessing (resending) via a toll-free number, and do not reprocess.

The PastorsLine Short Code only works in the US.

Step 1: Hover over the area to reveal the Edit; then click on it.

Step 2: The dropdown menu will open.

Step 3: Click on your preferred option.

Step 4: Click on Save to keep your update or X to return without changing anything.

Turquoise 2 in image above

Step 1: Hover over the area to reveal the Edit; then click on it.

Step 2: The dropdown menu will open.

Step 3: Click on your preferred option.

Step 4: Click on Save to keep your update or X to return without changing anything.

BILLING

Details of your current Billing plan.
Manage it on the Settings / Admin Settings / Billing page.

INTEGRATIONS

Details of the integrations you are using.

Manage integrations on the Settings / Admin Settings / Integrations page.

ITEMS UNDER THE ORGANIZATION INFO PANEL

ORGANIZATION NUMBERS

The number of phone numbers connected to your PastorsLine account.

Cannot be managed from this page.

ORGANIZATION SIGNATURES

The number of active (in use) and overall (total) signatures for text messages associated with your organization. In this example, 2 signatures were created but are not in use at the moment.

Manage signatures on the Settings / User Settings / My Signatures page.

ORGANIZATION GREETINGS

The number of greetings (for voice messages) associated with your organization.

Manage signatures on the Settings / User Settings / Greetings page.

ORGANIZATION VOICEMAILS

The number of voicemail greetings (when people are sent to voicemail) associated with your organization.

Manage signatures on the Settings / User Settings / Voicemail page.

The number of people you have prevented from communicating with you via PastorsLine.

Manage this in the People view.