Overview
Account Settings let you manage your SmartAlex profile, security options, and account preferences.
Profile Settings
Update your account details:
| Field | Description |
|---|
| Full Name | Your display name |
| Email | Login email (requires verification to change) |
| Phone | Contact phone number |
| Timezone | Your local timezone for scheduling |
Organization
If you’re part of a team:
| Field | Description |
|---|
| Organization Name | Your company or team name |
| Industry | Your business type (for tailored features) |
| Website | Company website URL |
Security
Password
Change your password:
- Enter current password
- Enter new password (minimum 8 characters)
- Confirm new password
- Click Update Password
Password requirements:
- Minimum 8 characters
- At least one uppercase letter
- At least one number
- At least one special character
Multi-Factor Authentication (MFA)
Add an extra layer of security:
Enable MFA
Go to Settings → Security → Enable MFA
Scan QR Code
Use an authenticator app (Google Authenticator, Authy, 1Password) to scan the QR code.
Enter Verification Code
Enter the 6-digit code from your authenticator app.
Save Backup Codes
Download and securely store your backup codes for account recovery.
Keep your backup codes safe. If you lose access to your authenticator app and backup codes, you may be locked out of your account.
Active Sessions
View and manage devices logged into your account:
- Device type and browser
- Location (approximate)
- Last active time
- Revoke access if needed
Notifications
Configure how SmartAlex communicates with you:
Email Notifications
| Notification | Description |
|---|
| Campaign Complete | When a campaign finishes |
| Usage Alerts | When approaching plan limits |
| Billing | Payment receipts and reminders |
| Product Updates | New features and announcements |
In-App Notifications
Control which notifications appear in the dashboard:
- System alerts
- Campaign status updates
- Callback reminders
Privacy
Data Management
| Action | Description |
|---|
| Export Data | Download all your account data (GDPR) |
| Delete Recordings | Remove call recordings |
| Delete Account | Permanently delete your account |
Account deletion is permanent and cannot be undone. All data including agents, campaigns, contacts, and call history will be permanently deleted.
GDPR Compliance
SmartAlex supports GDPR data rights:
- Right to Access: Export your data anytime
- Right to Rectification: Update your information
- Right to Erasure: Delete your account and data
- Data Portability: Export in standard formats
Team Management
Team Members
Invite team members to your organization:
Go to Team Settings
Navigate to Settings → Team
Click Invite
Enter the email address of the person you want to invite.
Select Role
Choose their permission level:
- Admin: Full access including billing
- Manager: Manage agents and campaigns
- Viewer: Read-only access to analytics
Send Invitation
The invitee receives an email to join your organization.
Team Limits
Team member limits vary by plan:
| Plan | Team Members |
|---|
| Professional | 3 |
| Dental | 10 |
| Real Estate | Unlimited |
API Access
API Keys
Generate API keys for integration:
- Go to Settings → API
- Click Generate New Key
- Copy and securely store the key
- The key is only shown once
Treat API keys like passwords. Never share them publicly or commit them to version control.
Webhooks
Configure webhook endpoints to receive real-time events:
- Call completed
- Campaign status changed
- Contact updated
- Callback scheduled
See API Webhooks for configuration details.
