Accessing Account Settings
To access your account settings, navigate to your company name in the top-left corner of the screen and click the down arrow. A drop-down menu will appear with two options: Settings and Log Out. Click Settings.
Within Settings, you will find four sections:
My Account
Notifications
Team
Plans
My Account
The My Account section lets you manage your personal account details:
Profile Image: Upload or change your profile picture.
First Name: Edit your first name.
Last Name: Edit your last name.
Email Address: Update your email address.
Time Zone: Adjust your time zone to match your location.
Password: Change your password.
Notifications
The Notifications section manages how often you receive lead emails from Programa, there are two options:
Individual: Receive an email each time you get a new lead.
Digest: Get a summary of your leads daily, weekly, or monthly.
Team
In the Team section, you can manage team members:
Add Team Members: Click Invite People, enter their email, and assign their role.
Edit Roles: Assign roles like Owner, Admin, or Member.
Owner: Full permissions to manage all account aspects.
Admin: Can manage most settings but cannot invite Owners.
Member: Limited permissions, cannot invite Admins or Owners.
Admins and Members cannot access the Plans tab.
Remove Team Members: Remove users who no longer need access.
Change Team Member Permissions: Edit roles for existing members.
Plans
The Plans section displays your current subscription details.
For further assistance please email brands@programa.com.au