The Account Management tab in Koncert Workspace allows administrators to view and update the company information that was provided during the organization creation process. This section is essential for managing company-specific details, especially when changes are necessary.

Below are the information available in the Account Management tab:

• Company Name – Displays the Company Name that was provided during the Org creation process.

• CRM you would like to integrate with – Displays the CRM that you have integrated with Koncert Workspace for managing customer contacts and interactions (e.g., Salesforce). Non-editable field.

• Standalone Org ID – Displays the Standalone Org ID. This is a personalized ID that has been auto generated for your CRM instance. Please reach out to Koncert Support [support@koncert.com) if you have questions regarding this. Non-editable field.

• Multi - Factor Authentication –  This option allows the admins to define MFA rules and customize their security preferences based on organizational needs. Options include:

• • Enable MFA for all users: Ensures that every user in the organization must complete MFA during login. If it is enabled, all users across the organization must complete the MFA setup process.

• • Disable MFA for all users: Removes the MFA requirement for all users.

• • User Preference: Grants users the choice to enable or disable MFA according to their personal preferences under their My Profile tab.

• Sales Engagement Platform you would like to integrate with – The integrated Sales Engagement Platform will be displayed (Outreach, Salesloft or Apollo) if you have done it at the beginning. Non-editable field.

NOTE:

If you have not done the Sales Engagement integration at the beginning, you can integrate now by selecting the respective one from the dropdown. 

Upon selection, the selected third party application will be integrated with your Koncert Org.

You can find the integration under the Administration tab of Koncert's Dialers portal. Refer to the article Overview of the My Profile Tab in Koncert Workspace for detailed information.

• Admin Name – Shows the Admin Name that was provided during Org creation.

• Admin Email – Displays the Admin Email ID entered during Org creation.

• Email Domain – Displays the email domain associated with your company. Non-editable field.

After reviewing or modifying the information, click Save to update the company details. A confirmation message, Your information has been saved successfully!, will be displayed after successfully saving the changes.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.