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Overview

Account Settings is where you manage your organization’s foundational configuration. Changes made here apply across your entire Pingtree account — from how emails are delivered to how the platform looks and behaves for your team. Navigate to Settings > Account Settings to access these options.

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Company Details

Keep your organization’s information accurate and up to date.
FieldDescription
Company NameYour organization’s display name used across the platform
Contact EmailPrimary contact email for the organization
WebsiteYour company’s website URL
Phone NumberMain contact number for the organization

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Timezone Configuration

Your organization’s timezone controls how all dates and times are displayed across the platform — reports, lead timestamps, scheduling, and more.
  1. Go to Settings > Account Settings.
  2. Scroll to Timezone.
  3. Select your timezone from the dropdown.
  4. Click Save.
Important: Changing your timezone affects all historical reports and timestamps displayed in the platform. Make sure your entire team is aligned on the configured timezone to avoid confusion in reporting.

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SMTP Settings

Pingtree sends transactional emails (lead notifications, user invitations, system alerts) on your behalf. By default, emails are sent via Pingtree’s shared mail infrastructure. To use your own email domain and improve deliverability, configure a custom SMTP server.

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SMTP Configuration Fields

FieldDescription
HostYour SMTP server hostname (e.g., smtp.yourdomain.com)
PortThe port your SMTP server listens on (commonly 587 for TLS or 465 for SSL)
Encryption TypeSelect TLS, SSL, or None depending on your server’s requirements
UsernameThe SMTP account username (usually an email address)
PasswordThe SMTP account password or app-specific password
From NameThe display name that appears in the “From” field of outgoing emails

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Setting Up Your SMTP Server

  1. Go to Settings > Account Settings > SMTP Settings.
  2. Enter your SMTP server details in the fields above.
  3. Click Test Connection to verify Pingtree can reach your server.
  4. Once the test succeeds, click Save.
Tip: If your email provider requires an app-specific password (common with Google Workspace and Microsoft 365), generate one from your email admin console and use it here instead of your main account password.

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Testing Your SMTP Connection

Before saving, always test your SMTP configuration to confirm it works:
  1. Fill in all SMTP fields.
  2. Click Test SMTP Connection.
  3. Enter a test recipient email address.
  4. Click Send Test Email.
  5. Check the recipient inbox for the test message.
If the test fails, double-check your host, port, and credentials. Common issues include firewalls blocking outbound SMTP ports or incorrect encryption settings.

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Platform Support Settings

Control which support features are visible to users in your organization:
ToggleDescription
Support HomeShow or hide the support center home screen
Ticket ManagerEnable or disable the ability to submit and manage support tickets
DocumentationShow or hide access to the Pingtree documentation portal
These toggles are useful if you want to white-label the platform or restrict support channels for your team.

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Custom HTML Injection

Inject custom HTML, CSS, or JavaScript into your platform pages for branding, tracking, or custom functionality.
  • Header Injection: Code placed here loads in the <head> of every page. Useful for custom fonts, CSS overrides, or analytics scripts.
  • Footer Injection: Code placed here loads at the bottom of the <body>. Useful for chat widgets, tracking pixels, or custom scripts.
Tip: Custom HTML injection is a powerful tool — but be careful. Malformed HTML or JavaScript errors in injected code can affect your entire platform experience. Always test changes in a staging environment if possible.

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Usage-Based Billing

Toggle usage-based billing on or off for your organization.
  • When enabled, your account is billed based on actual platform usage (leads processed, API calls, integrations used, etc.).
  • When disabled, billing follows your agreed flat plan.
Contact your Pingtree account manager before changing this setting if you are unsure which billing model applies to your contract.

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General Organization Settings

Additional settings that apply broadly to your organization:
SettingDescription
Default LanguageSet the display language for the platform
Date FormatChoose how dates are displayed (MM/DD/YYYY, DD/MM/YYYY, etc.)
CurrencySet the default currency for financial reporting