Changing PositivePress Settings

A few areas you may want to customize your PositivePress settings are the report settings, clients, and subscription plans.

Report Settings

In the Settings > Customize Reports page you can customize the following settings:

1: Report Subject: This field automatically fills in the Subject Line of each of the reports you create. You can leave it blank to enter your own report subject lines when you create them.

2: Report Author Email: This field automatically fills in the Report Author email field for each report you create

3: Homepage URL: In each report there is a logo in the top right which you can link to a website or an email address. You can set that link here in the Homepage URL field. Simply choose either ‘website’ or ‘email’ from the dropdown list and enter the URL or email address in the field to the right.

4: Report Image: You can set a custom image to display at the upper right corner of each of your reports. Simply click ‘Upload New Image’, choose the file and click ‘OK.’

Clients

Clients are like email lists that you can choose from when you create a report. It's a simple way to streamline your workflow.

To create a new client email list, go to Settings > Clients. Then:

1: Click ‘New’ to open up the Add Client page.

2: Enter the name of the client list.

3: Enter email address(es) of the people you want to include in this client list. Be sure to separate each email with a comma.

4: Enter the subject line (optional). If you enter text here, it will automatically fill in the subject line for ever report you send to this client list.

5: Enter the Report Author Email. You can customize which email address emails sent to this client group come from.

6: Enter the Homepage URL. You can also customize what happens when you click on the logo in reports sent to this client list. The logo can either link to a website URL or an email address. Simply choose either ‘website’ or ‘email’ from the dropdown list and enter the URL or email address in the field to the right.

Finally, click ‘OK’ when you're ready to save your changes.

Changing Your Subscription Plan

You may want to upgrade or downgrade your subscription plan in PositivePress. Do do so, simply go to the Settings > Account Details & Subscription Plans page. Then…

To upgrade a plan:

1: Click on the ‘See Plans & Pricing’ link in the middle of the page. This will direct you to the Plans & Pricing page.

2: Click on the plan that you would like to upgrade or downgrade to. This will take you to a confirmation page where you will be re-directed to PayPal to enter your payment details. When you have finished at PayPal, your new plan will be added to your PositivePress account.

To cancel a plan:

3: Click the ‘Cancel’ button next to the plan details under ‘Active Subscriptions’. You will be asked to confirm the cancelation. When you have confirmed, the plan will be cancelled from your PositivePress account.