Account Setup

After reviewing the Getting Started steps and now having an active and functioning account, the following steps will help ensure the base setup is prepared for best use.

Adjusting Features

Adjust a few key settings to enhance the accuracy and security of your Pingtree account. All of the following settings can be found on the Left Menu under the Settings menu location.

Set Application Timezone

Timezone is the most overlooked setting in the application and will alter reporting and calculations by hours, which will make for lining up reporting to external systems more difficult.