Overview
The Personal Settings screen allows you to manage your Perkstar account details, including your contact information, regional preferences, and account security. This guide covers how to update your personal information, change your password, configure display settings, and manage your account.
What you can do:
Update your name and contact information
Change your email address and phone number
Set your preferred language, timezone, and currency
Configure date format preferences
Update your password for security
Manage company details
Delete your account if needed
Before You Begin
Requirements:
Active Perkstar account
Current password (required for certain changes)
Valid email address (if updating email)
info: Changes made to your personal settings apply to your account immediately after saving. Some changes, like language or timezone, may require refreshing your browser to take full effect.
Accessing Personal Settings
Navigating to Personal Settings
Step 1: Log in to your Perkstar account
Step 2: Click the Settings icon (gear icon) in the top navigation
Step 3: Select Personal Settings from the menu
This opens the Personal Settings page where you can edit all your account information.
Managing Personal Information
Name and Contact Information
First Name *
Enter your first name
Required field
Used for account identification and communications
Last Name *
Enter your last name
Required field
Appears in account records and correspondence
Email *
Your account email address
Used for login and important notifications
Must be unique in the system
Required field
Warning: Changing your email address will update your login username. Make sure you remember the new email for future logins.
Phone
Your contact phone number
Select your country code from the international dropdown
Includes all international dialing codes
Useful for account recovery and notifications
Company Name
Name of your business or organization
Optional field
Appears in certain reports and communications
Security Settings
New Password
Create a new password to update your account security
Leave blank if you don't want to change your password
Should be strong and unique
Repeat Password
Re-enter your new password to confirm
Must match the New Password field exactly
Prevents accidental password errors
Tip: Use a strong password with a mix of uppercase and lowercase letters, numbers, and special characters. Consider using a password manager to generate and store secure passwords.
Regional and Display Settings
Date and Time Configuration
Date Format
Choose how dates appear throughout the system
Common formats available (e.g., DD.MM.YYYY, MM/DD/YYYY, YYYY-MM-DD)
Affects date displays in reports, transactions, and analytics
Timezone
Set your local timezone
Ensures timestamps display correctly
Format: (UTC offset) City name
Example: (UTC+01:00) London
Note: Setting the correct timezone ensures that transaction times, scheduled campaigns, and analytics show accurate local times for your business.
Country
Select your country
Helps with regional settings and defaults
May affect available features or payment options
Language
Choose your preferred interface language
Available languages depend on your account
Changes all text in the Perkstar interface
Currency
Select your business currency
Affects how monetary values display
Common currencies available (USD, GBP, EUR, etc.)
Example: Pound Sterling (GBP)
Warning: Changing your currency affects how values display but does not convert existing data. Choose your currency carefully during initial setup.
Company Category
Select the category that best describes your business
Helps Perkstar provide relevant features and insights
Optional but recommended
Saving Your Changes
After making any updates to your personal settings:
Step 1: Review all changes to ensure accuracy
Step 2: Click the Save button at the bottom of the page
Result: Your changes are applied immediately. You'll see a confirmation message indicating your settings have been updated successfully.
Tip: If you change your language or timezone settings, refresh your browser to ensure all interface elements update properly.
Deleting Your Account
If you need to delete your Perkstar account, you can do so from the Personal Settings page.
Warning: Account deletion is permanent and cannot be undone. All your data, including customer information, transaction history, and card templates, will be permanently deleted.
Before You Delete
We're sorry to see you leave. Before you delete your account, we appreciate your feedback to help us improve our service.
Feedback Options:
Please select one or more reasons why you're leaving:
Struggling to use the service - The platform was difficult to navigate or use
Customers don't need digital cards - Your customers prefer physical cards or other methods
Service does not provide the features I need - Missing functionality important to your business
Deletion Process
Step 1: Scroll to the Delete User section at the bottom of Personal Settings
Step 2: Select your reason(s) for leaving (optional but appreciated)
Step 3: Click the Delete User button
Step 4: A confirmation dialog appears
Step 5: Enter your current password to confirm deletion
Step 6: Click Confirm to permanently delete your account
Result: Your account and all associated data are permanently deleted. You will be logged out immediately.
Warning: If you delete your account, all personal information and customer data will be lost. This includes all customer profiles, transaction history, card templates, campaigns, and analytics. This action cannot be reversed.
What Happens After Deletion
Your account is immediately deactivated
All customer data is permanently deleted
All card templates and campaigns are removed
Transaction history is erased
Your email address becomes available for new account registration
Any active subscriptions are cancelled
You will not be billed further
Best Practices
For Account Security
Use a strong password: Create a unique password that's difficult to guess. Avoid using the same password across multiple services.
Update password regularly: Consider changing your password every 3-6 months for enhanced security.
Keep email current: Ensure your email address is up-to-date for password recovery and important notifications.
Enable two-factor authentication: If available in your account, enable additional security measures.
For Regional Settings
Set timezone correctly: This ensures all timestamps in reports and analytics reflect your local business hours.
Choose appropriate currency: Select the currency you use for business transactions to avoid confusion.
Select accurate country: This may affect available features, payment processing, and regional compliance.
Pick the right language: Choose the language your team is most comfortable with for easier navigation.
For Account Management
Review settings quarterly: Periodically check that your personal settings still reflect your current information.
Update contact information promptly: If your email or phone changes, update it immediately to avoid losing access to your account.
Test after major changes: After changing language or timezone, navigate through the platform to ensure everything displays correctly.
Document your settings: Keep a record of your account settings (especially currency and timezone) for reference.
Troubleshooting
Cannot Save Changes
Problem: Save button doesn't work or changes don't persist
Solutions:
Ensure all required fields (marked with *) are filled in
Check that passwords match if you're changing your password
Verify email format is correct (must include @ and domain)
Try clearing browser cache and attempting again
Check for error messages that indicate specific field issues
Email Already in Use
Problem: System says email address is already registered
Solutions:
Verify you're not already using this email for another Perkstar account
Check for typos in the email address
If you previously had an account with this email, it may need to be deleted first
Contact support if you believe this is an error
Password Not Updating
Problem: New password doesn't work after saving
Solutions:
Ensure New Password and Repeat Password fields matched exactly
Check that password meets any strength requirements
Verify you clicked Save after entering the new password
Try logging out and back in with the new password
Use the "Forgot Password" feature if you're locked out
Timezone Not Displaying Correctly
Problem: Times still show in wrong timezone after changing setting
Solutions:
Refresh your browser after changing timezone
Clear browser cache and cookies
Log out and log back in to refresh your session
Verify you selected the correct timezone from the dropdown
Check that your device's clock is set correctly
Language Change Not Taking Effect
Problem: Interface still displays in old language
Solutions:
Refresh the page or browser after changing language
Clear browser cache
Log out and log back in
Verify the language you selected is fully supported
Some elements may not be translated yet
Cannot Delete Account
Problem: Delete button doesn't work or confirmation fails
Solutions:
Ensure you entered your current password correctly in the confirmation field
Check that you selected at least one feedback option (if required)
Clear any outstanding payments or subscription issues
Contact support if you need assistance with account deletion
Frequently Asked Questions
What happens if I change my email address?
Your email address is your login username. After changing it, you must use the new email address to log in. All future notifications and communications will be sent to the new email address.
Will changing my timezone affect historical data?
No, changing your timezone only affects how future timestamps are displayed. Historical transaction times remain as they were recorded but will display according to your new timezone setting.
Can I change my currency after I've already created cards?
Yes, but changing currency only affects how new values are displayed. It does not convert existing transaction amounts or card values. Be cautious when changing currency after your account is active.
How often can I change my password?
You can change your password as often as you like. There is no limit to password changes, though we recommend changing it every 3-6 months for security.
What if I forget my password after changing it?
Use the "Forgot Password" link on the login page. You'll receive a password reset email at your registered email address.
Do I need to update anything after changing my language?
After changing your language, refresh your browser to ensure all interface elements display in the new language. Some elements may remain in the original language if translations are not yet available.
Can I recover my account after deleting it?
No, account deletion is permanent and cannot be undone. All data is permanently erased. If you delete your account and want to use Perkstar again, you'll need to create a new account from scratch.
What information is required vs. optional?
Required fields are marked with an asterisk (*): First Name, Last Name, and Email. All other fields are optional but recommended for a complete profile.
Will my managers see if I change these settings?
Personal settings are specific to your account. Managers have their own personal settings and cannot see or modify yours. However, some settings like currency and timezone may affect how data displays for all users in your account.
How do I know my changes were saved successfully?
After clicking Save, you should see a confirmation message indicating your settings were updated successfully. If you don't see this message, your changes may not have been saved.
Can I use an international phone number?
Yes, the phone field supports international numbers. Simply select your country code from the dropdown menu before entering your phone number.
What should I do before deleting my account?
Before deleting your account, export any important data, transaction reports, or customer information you want to keep. Also, ensure you've cancelled any active subscriptions or resolved outstanding payments.