Account Settings
The "Account" section in your settings is where important account information is located such as your Account ID and Account Name. More data specific to your ChatHQ Portal account will be added here in the future as well.
Account Details
Navigate to Settings: Look for the 'Settings' option on the left-hand sidebar menu.
Click on 'Account': Under 'Settings,' you will find an 'Account' option. Click on it to access your account settings.
Account ID
The first box in the Account section displays your Account ID. Each ChatHQ Portal account has a unique account ID. This ID is very important to have readily available, especially when speaking to our support team.
Copying Account ID: Next to your Account ID, you'll see a 'Copy' icon that looks like two overlapping sheets of paper. Click on this icon to copy your Account ID to your clipboard. You may need your Account ID for various functions within the ChatHQ portal.
Account Name
Your account name can be edited. Your original account name is based on the "company name" field in the onboarding flow when setting up your ChatHQ account.
Editing Account Name: To keep your account name up-to-date, especially if you are using this for business, you can edit the name in this field.
Billing
The Billing section of your account settings gives you the ability to view your subscription details, manage payment methods, and view information regarding any additional subscriptions associated with your account.
On the left-hand side of the screen, locate and click on the Settings menu.
In the Settings menu, click on Billing.
Plans
Log in to your ChatHQ portal.
Navigate to the 'Settings' menu.
Click on the 'Plans' option.
Choose Your Subscription Level
Review the features and costs for each plan listed.
Click the option under the plan you're interested in to either 'Upgrade' or 'Downgrade'.
Follow the on-screen instructions to complete the process.
Note: If you have any questions about your subscription please contact support
Team
The following functionality is available in the Team section:
View and manage team members, their emails, and role
Invite new team members using direct invite or invite link
Delete team members
Inviting New Members
You have two options for inviting new members:
Invite by Email:
Click on "Invite Members."
Type in the email addresses of the people you wish to invite.
Separate multiple email addresses by pressing space or adding a comma.
Create Invite Link:
Click on "Generate Link" under the "Invite Members" option.
This will create a link that expires after 24 hours.
Click on "Copy" to copy the link and send it via email or messaging apps.
Invalidating an Invite Link
If you wish to invalidate a previously generated link, click on "Invalidate Link."
You can then generate a new link if needed.
Remove Team Members
Trash Can Icon: Next to each team member's details, you'll see a trash can icon.
Click to Remove Team Member: Click on this icon to remove a member from your team.
Integrations
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