> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Settings

> Manage your profile, security, notifications, team, and privacy settings

## Overview

Account Settings let you manage your SmartAlex profile, security options, and account preferences. Open the user menu in the top-right of the dashboard and choose **Account** to get there.

## Tabs

The account page has tabs for personal account settings and (if you're an admin) workspace-wide settings.

**Account tabs:**

* **Profile**, your name, email, and personal preferences
* **Security**, password and session management
* **Billing**, see your plan, wallet balance, and invoices ([Billing](/account/billing))
* **Plans**, change your subscription plan
* **Privacy**, data export and account deletion

**Workspace tabs (admin only):**

* **General**, workspace name, industry, website
* **Domains**, verified domains for SSO and trusted senders
* **Concurrency**, call slot allocation across agents
* **Notifications**, workspace-level notification rules

## Profile

Update your personal details:

| Field         | Description                                    |
| ------------- | ---------------------------------------------- |
| **Full Name** | Your display name                              |
| **Email**     | Login email (verification required to change)  |
| **Phone**     | Contact phone number                           |
| **Timezone**  | Your local timezone for scheduling and reports |

## Security

### Password

Change your password from the Security tab. Choose a strong password (12+ characters with a mix of letters, numbers, and symbols recommended).

### Active sessions

View devices currently signed in to your account and revoke access for any session you don't recognise.

## Notifications

Configure how SmartAlex contacts you. Common email notification types include:

* Campaign completions
* Usage alerts (approaching plan limits or wallet balance)
* Billing receipts and reminders
* Product announcements

Workspace admins can also configure team-wide notification rules from the Workspace → Notifications tab.

## Team Management

Invite team members from **Account → Team**.

<Steps>
  <Step title="Go to Team">
    Navigate to **Account** → **Team**.
  </Step>

  <Step title="Click Invite">
    Enter the email address of the person you want to invite.
  </Step>

  <Step title="Select Role">
    Choose their permission level:

    * **Owner**, full control of the workspace including billing (only one owner per workspace)
    * **Admin**, manage agents, campaigns, and team members
    * **Member**, work with agents, campaigns, and contacts
    * **Viewer**, read-only access
  </Step>

  <Step title="Send Invitation">
    The invitee receives an email to join your workspace.
  </Step>
</Steps>

## Privacy

Manage your data from the Privacy tab:

| Action             | Description                                             |
| ------------------ | ------------------------------------------------------- |
| **Export Data**    | Download a copy of your account data                    |
| **Delete Account** | Permanently delete your account and all associated data |

<Warning>
  Account deletion is permanent and cannot be undone. All data including agents, campaigns, contacts, and call history will be permanently deleted.
</Warning>

### Data rights

SmartAlex supports common data-protection rights including access, rectification, erasure, and portability. Use the export and delete actions in this tab, or contact [support@getsmartalex.com](mailto:support@getsmartalex.com) for help with specific requests.

## API Access

API keys are managed in the **Developer Portal**, not the Account page. Open the Developer Portal from the side navigation to generate and manage API keys.

<Warning>
  Treat API keys like passwords. They're shown only once when generated, never share them publicly or commit them to source control.
</Warning>

### Webhooks

Configure webhook endpoints to receive real-time events such as call completed, campaign status changes, and callback scheduled. Manage webhook subscriptions through the [MCP server](/mcp/overview) (`create_webhook` / `list_webhooks` / `delete_webhook` tools, Power Tools add-on). Verify our HMAC signatures using the same pattern documented in [HTTP Tools signature verification](/guides/http-tools/signature-verification).