Effectively managing your account settings on Resinq is crucial for maintaining control over your personal information, team access, subscription plans, and billing details. This guide will assist you in navigating the account settings to ensure your account is configured according to your preferences and needs.
Accessing Account Settings
To access your account settings on Resinq:
Open Profile Menu
- Click or tap on the profile icon located in the right side corner of the dashboard.
Access My Account
- Select 'My Account' from the dropdown menu to open the account settings page, where you can manage various aspects of your account.
Managing Personal and Team Settings
Update Personal Information
Account Information
- Navigate to the 'Account' tab.
- Update your name and profile details by selecting the edit option.
Connected Accounts
- Manage your connected social media or other external accounts under the same tab.
Team Management
View Members
- Under the 'Members' tab, view the list of current team members.
Invite Members
- Use the invite link to add new members to your team.
Managing Plans and Billing
Subscription and Plan Upgrades
View Plans
- Navigate to the Plans tab to view your current subscription plan and explore available options.
Upgrade Plans
- If more features or higher limits are needed, select a suitable plan and follow the instructions to upgrade.
Billing Information
Access Billing
- Go to the Billing tab for your billing information and invoice history.
Manage Invoices
- Download past invoices and update billing information as needed.
Best Practices
- Regular Updates: Keep your account information and billing details updated to ensure continuous service.
- Review Plan Needs: Regularly assess whether your current plan meets your operational needs based on usage and team growth.
Troubleshooting
Encountering issues? Here are some tips:
Profile Updates Not Saving
Difficulty Upgrading Plan
By effectively managing your account settings, you ensure that you have the right tools and access needed to create and manage your chatbots efficiently, optimizing your Resinq experience.