Settings

Information regarding the general details of your account.

How do I add another user to my account?

1. Click "Settings" at the bottom of the sidebar on the left side. 2. Select the "Users" tab. 3. Click "Create New User" in the top left-hand corner. 4. Type the first name, last name, and email (will be used as the username) of the user.  5. If d...

What access/privileges does a "Non-Admin" user have?

Can-Send out all messages (unless restricted by an admin).Can't-See any customers on the customer list unless they are assigned to them by an admin.-Edit any messages or templates. (They can, however, see all messages unless restricted by an admin...

How do the credits work?

Credit UsageWe generally give each Revetize client 15 free credits per month. These credits are used up as you send out messages to your customers. These credits DO NOT roll over to the next month. Here is the breakdown for the credit value of eac...

Where can I see my monthly credit usage?

1. Click "Settings" near the bottom of the left-hand sidebar. 2. Select the "Billing" tab.

How can I integrate Revetize with my CRM, POS, or other software?

1. Click "Settings" near the bottom of the left-hand sidebar. 2. Select the "Integrations" tab. 3. Choose your preferred integration and then follow the provided steps to connect with Revetize!  *Email support@revetize.com with any needed help in ...

How do I change my password?

1. Click 'Settings' on the left-hand sidebar. 2. Click on the 'Personal' tab.  3. Click "Change Password" just above the blue 'Save' button. 4. Follow the prompts to update your password and then save.

How do I change the sidebar color theme?

1. Click either 'Dark Theme' or 'Light Theme' on the sidebar on the left-hand side of the dashboard.

How can I (or another user on my account) reset my password if it's been forgotten?

1. Go to revetize.com 2. Click "Login". 3. Click "Forgot Password". 4. Type in the email of the user trying to log-in and click "Send". 5. The user will receive an email that will allow them to reset their password.

How can I integrate with Zapier?

1. Click 'Settings' on the left-hand side of the dashboard. 2. Click the 'Integrations' tab. 3. Click the 'Connect' button within the Zapier section of the integrations tab and watch the following video to complete the integration.