What can I do on the Account Settings page?
The Account Settings page shows account information specific to you as a user and includes additional actions that an Admin user on the account can modify.
- Update my contact information
- Update billing information
- Update organization information
- Change my password
- Change account default trade settings
- Update my PAF (Processing Acknowledgement Form)
The Account Settings page shows account information specific to you as a user and includes additional actions that an Admin user on the account can modify. All users can update their name, title, phone number, and password.
Account Admin users can modify account default trade settings. Default Segment Visibility under Trade Settings affect the status of your segments upon import into Data Center. You can also set Default Auto-Approve settings for newly imported segments.
UPDATE MY CONTACT INFORMATION
All users can modify their basic Contact Information including:
- Full Name
- Job Title
- Phone
Write to helpdesk@trgarts.com to change the email address on your account.
Click on the "Change Password" button to update the password to your account.
Enter your Current Password.
Enter your New Password.
Enter the new password again to Confirm Password.
Click Save to keep your changes.
ORGANIZATIONAL TRADE SETTINGS
Trade Settings (Account Admins in a community network only)
- Community Networks shows the networks your organization belongs to.
- Default Segment Visibility sets whether newly imported or created segments are visible for trade. Choices include Use Network Default for this Setting, Not Visible and Network. (Some organizations also see Partners, if it is already set for them.)
- Default Segment Auto-Approve sets whether trade requests for new segments are approved automatically or manually. Choices: Automatically approve trades or Require manual trade approval.
You can change either setting on any individual segment later in the Segments module.
Segment Visibility:
-
Not Visible: Hidden from trade.
-
Network: Visible for trade requests across your community network.
-
Partners: Visible for trade only to organizations you’ve designated as special trade partners.
Process Acknowledgement Form (PAF)
The Processing Acknowledgement Form (PAF) is a required form by the United States Postal Service. Therefore, TrueNCOA is required to maintain a PAF for our customers to stay compliant with the Privacy Act of 1974.
USPS provides change of address information through the use of NCOA processing. For this reason, they identify mailers through the PAF. The PAF indicates that mailers, like you, understand that the use of the COA data is restricted. In addition, licensees are also protected by the PAF if a mailer abuses the intended use of the product. The NCOA Processing Acknowledgement Form (PAF) is required for every active organization in Data Center. A new form needs to be completed every year, per requirements from the USPS. The form must be completed from Data Center and submitted electronically.
The PAF must be renewed every year. A new form expires one year after it is submitted.
- Select Create New Form to complete a new PAF. You'll need a verified US street address (no P.O. Box).
- Select View Existing Form to see your current form once TRG has signed it off.
- Only TRG staff can edit an existing form.
⚠️If your PAF expires, some features (including Campaigns, Lists, Export, Trades, Response and Donations) are unavailable until a new form is completed.
Email Notifications
- TRG sends three email notifications alerting you to your PAF expiration.
- Notification: 30 Days before PAF expiration
- Notification: 5 Days before PAF expiration
- Notification: PAF has expired