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Manage Your Settings

Manage​

Manage Your Profile & Organization

View and update your profile along with organization.

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Click on your profile name at the right corner. You will find users settings from the dropdown.

Update your profile​

In user settings you will find a profile tab, in which you can view and update your profile anytime.

  1. Enter your name in name field.
  2. Provide/Update an email ID to communicate.
  3. Set an avatar to reflect your image.

Finally save changes to keep your profile up-to-date.

View or Create organization​

View recent organization is a feature that allows you to see the most recent organizations you've interacted with.

Create a new organization​

You can create a new organization on your own by adding some information.

1

Choose an Organization Name.

Think of a name for your organization. This could be the name of your business, project, or group. Make sure the name is unique and reflects your organization’s identity.

2

Determine the Organization's Category.

Decide which category best represents the industry or sector your organization is related to. This could be technology, healthcare, education, finance, etc. Choosing the right category helps others understand what your organization is about.

3

Select your Timezone.

Choose the timezone that corresponds to the location where your organization is based. This helps to ensure that the time and date information displayed in your organization’s account is accurate and relevant to your location.

4

Provide a Valid Address.

Enter the address where your organization is located or where it operates. This could be a physical address for a brick-and-mortar location or a virtual address for online-based organizations. Providing an address helps to establish the presence of your organization.

Notifications​

The Notification Preferences feature lets users control how and when they receive important updates from the platform.

✨ Key Highlights​

  • Centralized Settings: Manage all notification preferences from a single, easy-to-use dashboard.
  • Preferred Channel Selection:
    • Choose your desired notification channel (e.g., Email).
    • Enter and verify your email address for accurate delivery.
  • Granular Event Control:
    • Enable or disable specific notification events like:
      • Facebook Import / Instagram Import
      • CSV Import
      • Campaign Start / Campaign Complete / Campaign Reject / Campaign Cancel
      • WhatsApp Template Approved / Deleted
      • Daily Updates
  • Email Verification: Ensures that notifications are sent to a valid and verified email address.
  • Quick Save: Click Save changes to apply updates instantly.