What does Eljin use to protect its servers?
Eljin relies on the best-in-kind services of AWS Cloud Security. For more about AWS Cloud Security, check here.
I’m a member of a few company and agency teams. Can team members in one company or agency gain access to my other teams?
No one can gain access to a team to which they haven’t been invited.
How do I switch contexts?
Your current context is listed in the top of the left-hand side navigation bar – it will display as the name of your profile/team. Click this dropdown to select among your contexts. If no additional options appear, it is because your profile does not exist in multiple contexts.
How many contexts can I be part of?
Eljin lets you work in as many contexts as you’d like.
What’s a context?
Users can be members of many teams, and a context is any team in which you participate. You can be a performer with your own account and profile. You can also be a member of an agency or a publisher’s team. You can move between those contexts without exposing your private information to people with […]
Should I make my company’s A/P department a team member so that accounting receives all invoices?
You can do that, but it’s better and easier to do this: Enter the A/P recipient’s email (either a person’s address or a departmental mailbox) as a secondary email address in the account page.
I’m a team member, and I’m trying to change the payment type / signatory but can’t find a way to do that. How can I make that change?
The payment type / signatory dropdown is found in Profile settings. Only agency and company account Owners can edit this setting. Team members do not have access.
How do I remove a team member?
You can remove a team member by clicking the x in the team member’s record. Click Confirm in the pop-up window to complete the process.
How do I change a member’s role?
You can change a member’s role by clicking the edit tool in the team member’s record. Go to the dropdown menu in the Member’s role field and select the new role. Click Submit.
What are member roles?
Member roles let team members perform a variety of functions. Here are the activities granted to the different roles: Actions Owner Admin Editor Viewer View order history ✓ ✓ ✓ ✓ View client history (Agents only) ✓ ✓ ✓ ✓ Receive emails ✓ ✓ ✓ ✓ Edit client information ✓ ✓ ✓ Create order (Payers […]