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Manage your account and notifications

Update company settings, notification preferences, billing, safety controls, and account access.

Written by Umer Arif

Open Settings from the dashboard sidebar. The page title is Account Settings.

Settings areas

  • Company stores default business and offer context. An agent can use more specific targeting of its own.

  • Profile shows your identity. Your display name, email, password, and multifactor authentication are managed by your sign-in provider.

  • Team appears when your plan and role support a shared workspace.

  • Billing & usage shows your current plan and usage. Use Whop for renewal details, payment methods, and invoices.

  • Safety contains workspace safety controls.

  • MCP & API contains integration access and guidance.

  • Notifications controls product reports and alerts.

  • Danger zone contains account deletion.

Notification choices

Workspace notification switches include Daily agent report, Hot lead alerts, Account connection alerts, Account safety alerts, Instant reply alerts, and Discovery decision alerts.

Individual agents can override daily reports, hot-lead alerts, instant replies, and discovery-decision alerts. These settings do not disable essential sign-in, billing, or security messages.

Accounts and deletion

Connected LinkedIn and email accounts are managed on the separate Accounts page. To delete the workspace, open Danger zone. An active subscription must be cancelled first, and deletion remains unavailable until current access ends.

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