User Profile Settings

Accessing Profile Settings

Navigation

From anywhere in the platform:

1. Click your profile picture/name (top right)
2. Select "Profile" or "Settings"

Or navigate directly to Settings.

Profile Information

Basic Details

Update your profile information:

• Name: Your display name
• Email: Account email address
• Profile photo: Upload or change

Updating Your Name

1. Go to Profile settings
2. Edit the Name field
3. Click "Save"

Your name appears in:

• Your profile
• Team member lists
• Shared reports

Changing Email

To change your email:

1. Go to Profile settings
2. Enter new email address
3. Click "Save"
4. Verify new email (check inbox)

Important:

• Login will use new email
• Old email no longer works
• Verify to complete change

Profile Photo

Add or update your photo:

1. Click on photo area
2. Upload new image
3. Crop if needed
4. Save changes

Recommended: Square image, at least 200x200 pixels.

Security Settings

Changing Password

To update 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
• Mix of letters, numbers, symbols recommended
• Don't reuse recent passwords

Two-Factor Authentication (2FA)

Add extra security with 2FA:

To enable:

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

Recommended apps:

• Google Authenticator
• Authy
• 1Password

Using 2FA:

• Enter code from app at login
• Required each time you sign in
• Keep backup codes safe

To disable:

1. Go to Settings > Security
2. Click "Disable 2FA"
3. Enter verification code
4. Confirm

Active Sessions

View and manage logged-in sessions:

• See all active sessions
• Device and location info
• Log out from other devices

To end a session:

1. Go to Settings > Security
2. Find the session
3. Click "Log Out"

Notification Settings

Email Notifications

Control what emails you receive:

Visibility Alerts:

• Significant visibility changes
• Competitor movements
• Data anomalies

Weekly Summary:

• Weekly performance digest
• Key metrics overview
• Recommendations summary

System Notifications:

• Account updates
• Billing reminders
• Feature announcements

Managing Preferences

1. Go to Settings > Notifications
2. Toggle each notification type
3. Changes save automatically

Account Actions

Logging Out

To sign out:

1. Click profile menu (top right)
2. Select "Log Out"

Or log out from Settings.

Deleting Your Account

Warning: This permanently deletes all your data.

To delete account:

1. Go to Settings
2. Click "Delete Account"
3. Confirm by typing your email
4. Click "Permanently Delete"

Before deleting:

• Export any needed data
• Cancel subscription first
• This cannot be undone

Team Settings

If You're on a Team

Additional options for team members:

• View team members
• See your role/permissions
• Leave team (if applicable)

Team Admin Options

If you're a team admin:

• Invite members
• Manage permissions
• Remove members
• Team billing

Troubleshooting

Can't Log In

Try:

1. Reset password via "Forgot Password"
2. Check for typos in email
3. Clear browser cache
4. Try different browser

Email Not Changing

Ensure:

• New email is valid
• You completed verification
• Check spam folder for verification email

2FA Not Working

If locked out:

1. Use backup codes
2. Contact support if no backup codes
3. Verify your identity

Next Steps

• Subscription Plans
• Common Issues & Solutions