Open Settings in the dashboard sidebar. The page is called Account Settings.
Choose the right settings tab
Company stores your business, offer, and default customer context. Individual agents can have their own targeting.
Profile lets you edit your display name, view your sign-in email and methods, and review signed-in sessions.
Team lets the workspace admin invite or remove members on Growth and Custom plans.
Billing & usage shows plan and usage information. The workspace admin manages billing, plan changes, and add-ons.
Message templates stores reusable message copy and AI guidance for your workspace.
Safety contains your email sender identity and the workspace suppression list used to block unwanted outreach.
MCP & API contains the connector URL and API keys for external AI tools.
Notifications controls product notification emails.
Danger zone contains permanent account deletion.
Save and manage message templates
Open Settings > Message templates, then select Create template. Enter a name, choose the channel, message type and purpose, and select Exact message or AI guidance.
Exact message keeps your wording and supports recipient variables. AI guidance saves instructions for a fresh sequence message. Email and InMail templates can also include a subject.
Select Save template. Search or filter the library to find a template, then use Edit, Duplicate or Archive from its actions. Each use makes a separate copy. Editing or archiving a template does not change messages or sequence steps that already use it.
Update your profile and sessions
In Profile, edit Display name and save your change. Contact support if your sign-in email needs correcting.
ProspectHalo supports secure email sign-in links, so there is no ProspectHalo password to change. If Google is connected, manage its password and two-step verification in Google.
Under Signed-in sessions, use Refresh to check the list. Sign out other sessions signs out your other browsers while keeping the current session open.
Choose notification emails
Open Notifications, adjust the switches, then select Save notification settings.
Daily agent report summarizes discovery, sending, and replies.
Hot lead alerts highlight interested prospects waiting for your reply when the agent cannot answer for you.
Account connection alerts tell you when a sending account disconnects or needs reconnecting.
Account safety alerts explain invitation-limit or rate-limit pauses.
Instant reply alerts notify you about every prospect reply, not just hot leads.
Discovery decision alerts flag an exhausted audience that needs a targeting decision.
Post published tells you when a LinkedIn post goes live.
Agents can override daily reports, hot-lead alerts, reply alerts, and discovery-decision alerts. Post-published emails use the account-level preference. Notification preferences do not turn off essential sign-in, billing, or security messages.
Manage connected accounts
Use the separate Accounts page to connect or disconnect LinkedIn and email sending accounts. Disconnecting a sender does not delete your ProspectHalo account.
Delete your ProspectHalo account
Deletion is permanent. Export anything you want to keep first. Cancelling a subscription and deleting your account are separate actions.
Open Settings, then Danger zone, and select Delete Account. On onboarding, open your profile menu to find the same action.
If billing is still active, select Open billing. Cancel the subscription and recurring add-ons, then wait until cancellation is confirmed and current access has ended. Resolve any pending checkout or billing change first.
If A checkout is still pending appears, select Cancel pending checkout. Wait for confirmation, then re-enter the deletion confirmation. This only cancels an unfinished, unpaid checkout. For other billing blocks, contact support.
When deletion is available, type delete my account in the confirmation field.
Select Purge Account. After successful deletion, you are signed out.
Account deletion is separate from subscription cancellation.
Deletion removes your app data and unlinks connected sending accounts. It does not delete your LinkedIn profile or email-provider account. Payment-provider records and required billing, security, and audit records may be retained.
You do not need to start a new trial or buy a plan to request deletion. If you cannot sign in, deletion remains blocked, or an error appears, contact support and include the support reference if one is shown.
Contact support
Open your profile menu and select Contact support. Add a clear description and optional screenshots. Support is also available before starting a trial.