Portal Accounts

How to Navigate and Use Your ChatHQ Portal Account

In the following help article, you'll find step-by-step instructions that walk you through important tasks like selecting an account, managing settings, handling billing and plans, inviting team members, and setting up integrations. Whether you're new to ChatHQ or looking to better manage your existing account, this guide offers the practical advice you need to make the most out of the platform's features.

Selecting an Account

Open the ChatHQ portal and log into your account. Once logged in, you can use the account table or the account selector on the left-hand side of your screen to navigate to your account.

Account Dashboard

The dashboard is currently not populated with much information, but future additions such as widget analytics will likely be added.

Account Settings

Find and click on the "Settings" tab on the left-hand navigation bar.
Once in Settings, you will see multiple options:
  • Accounts: Here, you can view and copy your Account ID and even change your account name.
  • Billing Plans: This section displays your billing information, including subscriptions and payment methods.
  • My Team: Manage your team members here.
  • Integrations: This is where you configure various integrations with other services.

Managing Your Account

Account Name
To change the name of your account, look for the Account Name field where you can edit your account name.
Account ID
Your account ID may be needed by customer support agents to access your account. You can copy and paste your account ID found in your Account settings.

Billing and Plans

To change your payment method:
  • go to Billing, click "Manage" next to payment methods, and follow the on-screen instructions to add/change your payment methods.
To upgrade or downgrade your subscription:
  • Click on "Plans" and choose the appropriate option.

Managing Your Team

  • Go to the "My Team" section.
  • To invite a new team member, click the "Invite Members" button.
  • You can invite them directly via email or generate a multi-use invite link.

Managing Integrations

  • Navigate to "Integrations".
  • To add a new integration, click on the integration name, then "Configure".
  • Follow on-screen instructions to complete the setup.