Things only the primary admin can do
- Add new folders and forms.
- Add other admins (on plans 300 and above).
- Add or update billing information for the account.
- Suspend, cancel, or delete the account.
- Change the main email address on the account, which will effectively transfer their role of primary admin to the new email address.
- Integrate with QuickBooks or Xero.
- Select the currency that will be used for financial transactions.
- Set up the payment gateway integration (Stripe, Authorize.net, PayPal Expanded Checkout).
- Add Tax Rules (VAT).
- Integrate with MailChimp.
- Add the Website Integration URLs needed to use additional features.
- Enter the number of days a member can be past due before disabling their directory listing or access to member only content, tickets, and other items.
- Validate email deliverability settings.
- Enter security settings and integrate with Google reCAPTCHA.
- Enter GDPR information.
- Enable SSL for website and access website server functions (hosted plans only).
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