BenchmarkONE

Erin Posey

Manage your account in one place! Get a detailed glance into your account settings and learn how to customize your database.

Manage your account, including users and security, email signature, customizations, email sync and integrations.

Things change! Here's how to change account ownership over to another user.

Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.

BenchmarkONE user level permissions allow you to control what your users are able to see and do in the database.

Some users are restricted from viewing certain information for contacts, companies, and deals. See why.

If your admin has set user permissions, you may be blocked from removing contact, company or deal records.

Customize your database to make BenchmarkONE fit your needs.

Update the name and email stored on your user profile.

Changing your username and password in BenchmarkONE is quick and easy. Here's how.

Edit the company information that displays in email footers from your Account Settings.

Set your currency in BenchmarkONE through account settings.

Organize users with our Teams feature to control what contacts they can access in the database.

Account owners can quickly update the credit card associated to the account.

Account owners have the flexibility to upgrade or downgrade their accounts at any time.

System administrators can export the full database.

This article will provide you with the steps needed to cancel your service, though we really hope you'll stay!

Send emails into BenchmarkONE and store them as notes on a contact record without having to copy and paste.

Connect and integrate BenchmarkONE with other web apps by taking advantage of already-programmed API connections using Zapier.