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Getting Started & Account Setup
Getting Started & Account Setup
Learn the essentials of Heritage Web: how to join, set up your account, and tailor it to your needs.
By Brandon and 1 other
2 authors
28 articles
What is Heritage Web?
Our Mission & Community Impact
Who We Serve: Key Audiences & Use Cases
Core Platform Features
Our Community Focus: Why It Matters
Sign Up, Verify, Login
Create Your Free Account in 3 Easy Steps
Email and Phone Verifications
Troubleshooting Login Problems
Single Sign On Across Heritage Web
Social Logins
Team Management & Permissions
Inviting Team Members via “My Team”
Permission Levels: Profile, Listings, Referrals, Leads & Payments
Editing Permissions & Revoking Team Member Access
Accept, Reject, & View Account Invitations
Best Practices for Secure Team Collaboration
Account Settings
Editing Personal Details: Name, Birthdate, Email & Phone
Configuring Location & Time Zone Settings
Managing Passwords & Account Deletion
Accessing Help & Support
Notification Management
Heritage Web Email Addresses to Whitelist
What are listing notifications?
Send listing notifications to 3rd parties
How do I manage my notifications?
Payment Methods & Billing
Viewing & Managing Your Active Subscriptions
Updating Payment Methods on Your Subscriptions
Viewing Your Payment History & Downloading PDF Invoices
Adding & Removing Payment Methods
Understanding Your Billing Cycle & Next Payment Dates
Troubleshooting Payment Errors
