Primary settings are found under the Account menu in the upper right corner, where it is the first menu item. Under primary settings, you will find the account-level settings that apply to the entire Iteras account — i.e., all business entities.
The name and address entered here are Iteras’ contact details for you as a customer. They do not appear on invoices - those details come from the business unit settings.
Language inside the system controls which language the interface is in when operated by the publisher. Note that individual business units can have different languages visible to subscribers (on invoices and in self-service).
Term for customer: Choose whether you have “customers,” “subscribers,” or “members.”
Label for customer relation: Choose whether you sell “subscriptions” or “memberships.”
Unique email address: You can enforce that each email address may only exist on one subscriber in the system. Unless you have a compelling reason (e.g., your frontend requires it), it’s best to leave this disabled.
Automatically delete inactive customers after: According to GDPR, you must have a legal basis for storing personal data. One such basis is the Danish Bookkeeping Act (§10), which requires keeping accounting data for five years from the end of the fiscal year. This means an invoice issued on 1 January could be stored for nearly six years before the Bookkeeping Act no longer justifies its retention. This setting allows Iteras to automatically delete subscribers with no activity for six years — meaning no additions to history, no subscription changes, no invoicing/crediting, and no product allocation. We strongly recommend enabling this to avoid having to explain to the Data Protection Authority why you still store data on long-terminated subscribers.