Learn About Account Settings

After you've signed up with Specialty Answering Service, our programmers get to work creating your account, starting with your Company Settings. This information is important because it tells our system how to communicate with your business specifically. For example, the reports in your portal will match the time zone that has been set in your Company Settings.

How to Add or Edit Company Details

Within SAS Flex, go to your User icon in the upper right corner and click Settings.

On the main Settings page, select Account Settings.

Fill in or edit standard details related to your company, such as your phone number, address and time zone.

Any timestamps within your SAS Flex portal will reflect the time zone set here.

Adding a numerical value to the Address Bias will help agents when filling out a caller's address by pre-populating addresses that are within the parameter of the bias you've set.

At the bottom of the page you can enable a PIN to lock sensitive areas of their account from agents. Agents will only be able to access this information if the caller can provide them with the PIN. To do this, use the Activate message security toggle, add your 4-digit security PIN.

Lock History: Restrict receptionist access to your account activity from the last 48 hours.
Lock Delivery: Restrict receptionist access to changing or viewing your message delivery options.
Lock On-Call: Restrict receptionist access to changing or viewing your on-call settings.

If Message Security is not enabled, agents will will only be able to see this information if the caller's Caller ID matches the phone number of the account owner, or any phone numbers listed in Profiles.

When you are finished, click Save in the bottom right-hand corner of your screen.