---
title: "Account settings and senders"
slug: "management-portal"
updated: 2026-10-09T17:10:14Z
published: 2026-10-09T17:10:14Z
canonical: "help.quickbase.com/management-portal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account settings and senders

## JuicedSign Account Settings

*Available to: everyone who can see the JuicedSign tile in the Extensions Portal.*

Your JuicedSign account settings apply to every app and table that uses JuicedSign in your company. You manage them in the Extensions Portal:

1. In the Extensions Portal, open the **JuicedSign** extension page.
2. Select **JuicedSign Account Settings**, at the top of the page. See [Extension tiles and pages](/quickbase-extensions/docs/add-on-tile-info#page-header).
3. The **JuicedSign Account Management** window opens. It has two tabs, **Settings** and **Users**.

The first time your company sets up JuicedSign, the installation wizard asks for these settings and creates your first sender. See [Set up JuicedSign](/quickbase-extensions/docs/set-up-juicedsign).

## Settings tab

| Setting | What it does |
| --- | --- |
| **Email Prefix** or **Sending as** | Read-only. Shows the address JuicedSign emails are sent from. Depending on when your account was set up, you see either your email prefix or the full sending address. |
| **Max JuicedSign Email Open Attempts** (required) | How many times a recipient can open the agreement from the link in their email, from 1 to 10. The default is 3. After that, the link no longer works, and JuicedSign emails the recipient a new link. |
| **No of JuicedSign Senders** | Read-only. How many senders your account can have. To change it, open a [Quickbase technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support). |
| **Brand Image URL** | Optional. A logo for the emails your recipients receive. The URL must point to an image that anyone can open. |
| **Landing page URL** | Optional. The web page recipients go to after they finish signing. If it's blank, they see the JuicedSign completion page. |
| **Default Reminder Delay (in days)** (required) | Days after the agreement is created before the first reminder. 1–365. |
| **Default Reminder Frequency (in days)** (required) | Days between later reminders. 1–30. |
| **Default Expire After (in days)** (required) | Days after the agreement is created before it expires. 1–365. |
| **Default Expire Warning (in days)** (required) | Days before the expiration date to warn recipients. 1–30. |

- The four reminder and expiration defaults are used when your **Send to JuicedSign** button doesn't set its own values, or sets them to 0.
- Select **SAVE**. When the save succeeds, you see *Account settings updated successfully!*
- If a value is out of range, a message under the field gives the allowed range, for example *Reminder Frequency must be between 1 and 30 days*.

## Users tab: senders

A **sender** is a person who can send agreements. Every agreement is sent on behalf of one sender:

- The sender's name appears in the emails recipients get, and replies go to the sender's email address.
- The **Send to JuicedSign** button picks the sender by the email address in the **JuicedSign Sender Email** field on your table. If that field is empty, JuicedSign uses the sender marked **Default**.
- If the email address doesn't match one of your senders, the agreement isn't created. JuicedSign doesn't fall back to the default sender in that case.

The list shows each sender's **Name**, **Email Address**, **Default Sending Email**, and **Added Date**. Older accounts also see each sender's **Email Alias** and **JuicedSign Sending Email**.

### Add a sender

1. Select **Add New User**.
2. Enter the **Name** and **Email Address**. Older accounts also enter an **Email Alias**.
3. To make this person the default sender, check **Default**.
4. Select **Add User**. You see *User added successfully!*

- If your account already has as many senders as it allows, you see *You cannot add more than {N} JuicedSign senders to your account…*. To add more, open a [Quickbase technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support).
- If the email address or alias is already used, you see *Failed to add user.*

### Edit a sender

- Select the pencil icon on the sender's row. You can change the **Name**, **Email Address**, and **Default**, then select **Save**.
- The email alias and sending address can't be changed.
- Senders can't be removed here. To remove one, open a [Quickbase technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support).
- Select **Refresh** to reload the list.