Account and Settings

Manage profile, branding, billing, NDA defaults, email sending, signatures, and visible social controls.

Category summary with focused task guides

Choose the result you need

Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.

Start here

Orientation and setup tasks that establish the right starting point.

Start 1

15 to 30 minutes

Update your profile and branding

You will save accurate personal and company details, crop reusable brand images, verify downstream reuse, and understand the separate password and account-deletion controls.

Open guide

Core tasks

The workflows you will use most often.

Intermediate

10 to 25 minutes

Manage billing and subscription access

You will read the current subscription state from the live Billing page, complete an authorized billing action once, and verify its effective date, access, seats, and invoice result.

Open guide

Intermediate

15 to 25 minutes plus an external-flow test

Configure NDA and access defaults

You will create a concise company-wide qualification form for NDA-gated listings, save it safely, and distinguish those questions from each property’s access level and agreement text.

Open guide

Intermediate

10 to 20 minutes, excluding DNS verification

Manage email and social settings

You will verify the email sender setup, maintain the campaign signature, follow only currently available social controls, and know where detailed campaign and domain workflows continue.

Open guide

Advanced and reference

Deeper configuration, analysis, and less frequent tasks.

This category has no separate advanced and reference article. Use the available guides above or below for the closest supported task.

Troubleshooting

Diagnose unexpected states and recover safely.

This category has no separate troubleshooting article. Use the available guides above or below for the closest supported task.

How to use this section

Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.