Account Settings

Configure your account settings, security options, and personal preferences.

Profile Settings

Personal Information

Update your profile:

1. Go to Settings > Account
2. Edit your information:
   • Full name
   • Email address
   • Phone number
   • Profile picture
3. Click Save Changes

Company Information

Configure your company details (used in emails):

• Company name
• Company website
• Company address
• Industry
• Company size

Email Signature

Create your default email signature:

1. Go to Settings > Account
2. Find Email Signature section
3. Create your signature using the editor
4. Preview and save

Signature is automatically added to generated emails.

Security Settings

Password

Change your password:

1. Go to Settings > Security
2. Click Change Password
3. Enter current password
4. Enter new password (twice)
5. Click Update Password

Password Requirements:

• Minimum 8 characters
• At least one uppercase letter
• At least one number
• At least one special character

Two-Factor Authentication

Enable 2FA for extra security:

1. Go to Settings > Security
2. Click Enable 2FA
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes securely

Supported Apps:

• Google Authenticator
• Authy
• 1Password
• Microsoft Authenticator

Active Sessions

View and manage login sessions:

1. Go to Settings > Security
2. View Active Sessions
3. See device, location, and time
4. Click Revoke to end a session

Login History

Review recent login activity:

• Date and time
• IP address
• Device/browser
• Location (approximate)

API Keys

Managing API Keys

For programmatic access:

1. Go to Settings > API Keys
2. Click Create API Key
3. Name your key
4. Set permissions
5. Copy and store securely

Key Permissions:

• Read campaigns
• Write campaigns
• Read leads
• Write leads
• Send emails

API Key Security

• Keys shown only once at creation
• Rotate keys regularly
• Use minimal required permissions
• Delete unused keys

Rate Limits

API rate limits by plan:

Plan	Requests/minute
Starter	60
Professional	300
Business	1000

Notification Preferences

Email Notifications

Configure which emails you receive:

Campaign Notifications:

• Campaign completed
• Campaign errors
• Low credits warning

Lead Notifications:

• New responses received
• Meeting booked
• High-value lead discovered

Account Notifications:

• Billing reminders
• Security alerts
• Product updates

In-App Notifications

Configure dashboard notifications:

• Real-time job progress
• New replies
• System alerts

Integration Settings

Connected Services

View connected integrations:

• Email accounts (Gmail, Outlook)
• Calendar integrations
• CRM connections (if applicable)

Webhooks

Set up webhooks for external integrations:

1. Go to Settings > Integrations
2. Click Add Webhook
3. Enter webhook URL
4. Select events to trigger
5. Save and test

Available Events:

• Lead discovered
• Lead qualified
• Email sent
• Reply received
• Meeting booked

Data & Privacy

Export Your Data

Request a data export:

1. Go to Settings > Privacy
2. Click Export Data
3. Select data types
4. Receive download link via email

Delete Account

To delete your account:

1. Go to Settings > Privacy
2. Click Delete Account
3. Confirm by typing "DELETE"
4. Account scheduled for deletion

Note: Account deletion is permanent after 30-day grace period.

Team Settings

Team Members

Manage team access (Professional+):

1. Go to Settings > Team
2. View current members
3. Invite new members
4. Set roles and permissions

Roles

Role	Permissions
Owner	Full access, billing
Admin	Full access, no billing
Member	Create/manage campaigns
Viewer	Read-only access

Inviting Members

1. Click Invite Member
2. Enter email address
3. Select role
4. Send invitation
5. User receives email to join

Preferences

Language

Set your preferred language:

• English
• Romanian

Timezone

Configure your timezone for:

• Scheduled sending
• Analytics reports
• Activity timestamps

Date Format

Choose date display format:

• MM/DD/YYYY
• DD/MM/YYYY
• YYYY-MM-DD

Troubleshooting

Can't Change Email

If you need to change your login email:

1. Contact support
2. Verify your identity
3. Support will assist with change

Lost 2FA Access

If you lose your authenticator:

1. Use backup codes (if saved)
2. Contact support with identity verification
3. 2FA will be reset after verification

Password Reset

If you forgot your password:

1. Go to login page
2. Click Forgot Password
3. Enter your email
4. Check email for reset link
5. Create new password

Next Steps

• Email Accounts - Connect email providers
• Subscription Plans - Manage your plan
• Creating Campaigns - Start a campaign