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Account Setup

This guide covers all the settings you need to configure for your Iverton AI account.

Profile Settings​

Personal Information​

Navigate to Settings → Profile to update:

  • Full Name - Your display name across the platform
  • Email - Your login email (changing requires verification)
  • Phone - Contact number for notifications
  • Timezone - Used for scheduling and reports
  • Language - Interface language preference

Profile Photo​

  1. Click on your current avatar
  2. Upload a new image (recommended: 200x200px)
  3. Crop if needed
  4. Click Save

Password & Security​

To change your password:

  1. Go to Settings → Privacy & Security
  2. Click Change Password
  3. Enter your current password
  4. Enter and confirm your new password
  5. Click Update Password
caution

Use a strong password with at least 12 characters, including uppercase, lowercase, numbers, and symbols.

Two-Factor Authentication (2FA)​

Add an extra layer of security:

  1. Go to Settings → Privacy & Security
  2. Find Two-Factor Authentication
  3. Click Enable 2FA
  4. Scan the QR code with your authenticator app
  5. Enter the verification code
  6. Save your backup codes securely

Company Settings​

Organization Details​

If you're an admin, configure your company:

  1. Go to Settings → Application
  2. Update:
    • Company name
    • Company logo
    • Business address
    • Tax ID / GST number
    • Default currency

Branding​

Customize the platform appearance:

  • Logo - Upload your company logo
  • Favicon - Custom browser tab icon
  • Colors - Primary brand colors (Enterprise plan)
  • Email Templates - Branded email footers

Billing & Subscription​

Current Plan​

View your subscription details at Settings → Billing:

  • Current plan (Starter, Professional, Enterprise)
  • Billing cycle (monthly/annual)
  • Next billing date
  • Usage limits

Payment Methods​

Add or update payment methods:

  1. Click Manage Payment Methods
  2. Add credit card or bank account
  3. Set a default payment method

Invoices​

Download past invoices:

  1. Go to Billing History
  2. Click on any invoice
  3. Download as PDF

Usage & Limits​

Monitor your usage at Settings → Usage & Limits:

ResourceLimit by Plan
ClientsVaries by plan
Team Members1-Unlimited
Email Sends1,000 - Unlimited
Social Accounts5 - Unlimited
AI Credits100 - Unlimited
Storage5GB - 100GB

AI Credits​

AI features consume credits:

  • Ad copy generation: 5 credits
  • Email generation: 3 credits
  • Blog posts: 10 credits
  • Script writing: 15 credits
tip

Enterprise plans include unlimited AI credits.

Notification Preferences​

Configure how you receive notifications:

Email Notifications​

  • Marketing updates - Product news and tips
  • Campaign alerts - Performance notifications
  • Billing reminders - Payment and invoice alerts
  • Security alerts - Login and security events

In-App Notifications​

  • Real-time alerts - Instant notifications
  • Daily digest - Summary of daily activity
  • Weekly reports - Performance summaries

Push Notifications​

Enable browser push notifications for:

  • Urgent alerts
  • Campaign completions
  • Client messages
  • Team mentions

Data & Privacy​

Data Export​

Export all your data:

  1. Go to Settings → Privacy & Security
  2. Click Export My Data
  3. Select data types to export
  4. Download the ZIP file

Data Retention​

Configure how long data is kept:

  • Activity logs: 30-90 days
  • Analytics data: 1-3 years
  • Client data: Until deleted

GDPR Compliance​

For EU clients:

  • Data processing agreements available
  • Right to erasure supported
  • Cookie consent management
  • Data portability

Connected Devices​

View and manage devices with access to your account:

  1. Go to Settings → Privacy & Security
  2. Scroll to Active Sessions
  3. Review connected devices
  4. Click Revoke to log out any device

Next: Adding Clients →