Help docs
Settings
Explore the wide range of behaviors and personalizations that YOU are in control over with ConveYour's robust suite of Settings options.
Settings
Team Admins, Guests, and Adding New Users
How do add new users to your domain.
Settings
Conversations Settings
Conversation settings for better management of assignees and message tags.
Settings
Settings Overview
Updating the settings and preferences in your ConveYour Account
Settings
Contact Fields
Keep track of any type of contact data with contact fields.
Settings
Snippets - Save and Reuse Message Segments
Create reusable snippets of content to use in emails, courses or quick saved-response SMS replies to contacts.
Settings
Custom Email Sender Addresses
Manage the from email addresses you use in ConveYour
Settings
How to Customize the Learner Portal
Customizing portal theme on an individual basis.
Settings
Changing or Resetting Your Password
How to change your password if you forgot in Conveyour
Settings
Archiving and Restoring Contacts & User Profiles
This guide explains how to archive or delete contacts in ConveYour, including the difference between archiving (soft delete) and permanent deletion as well as how to reinstate an archived contact or user.
Settings
What are Roles?
Roles help you manage user access by grouping permissions into roles that can be assigned to one or more users.