Knowledge Base

Manage who receives invoices and billing notifications in ISO Mate. Add, edit and remove billing contacts, link them to account users, and set the primary contact.

A guide to your ISO Mate subscription. View your plan, trial, seats, user allowance and invoices, subscribe, update payment, cancel or resume through the secure Stripe billing portal, and understand what happens if access lapses.

A complete guide to creating incidents, moving through the status workflow, assigning team roles, linking tasks and notes, and completing GDPR data breach fields in ISO Mate.

A complete introduction to ISO Mate workflows: the eight trigger sources, the action catalog, the visual builder, placeholders and filters, templates, and governance features like versioning, dry run, and metrics.

Submit feedback with a type and visibility, capture debug details on bug reports, vote, comment, and track items through their status.

Create contacts with email, name, company, phone, and notes, search and filter your directory, email selected contacts, and export to CSV.

Write email in ISO Mate: compose, reply, reply all, and forward from the composer, add attachments and a signature, with drafts that auto-save.

Enable an inbound webhook on a channel so external services post automated messages, using a simple JSON payload and a regenerable token.

Connect a personal mailbox from the My Mailboxes menu using Google OAuth for Gmail or IMAP and SMTP for custom servers, then sync and send.

Create a shared mailbox from the Settings menu with Google OAuth or IMAP and SMTP. Access is granted through roles and permissions, not per mailbox.