Account Setup & Configuration

This guide covers all account configuration options available in GroupBuySEO, from basic profile setup to advanced notification and security settings.

Accessing Account Settings

Navigate to Settings from any page:

1. Click your profile icon in the top-right corner
2. Select "Account Settings" from the dropdown menu
3. Or visit https://app.groupbuyseo.org/settings directly

Profile Information

Basic Profile Settings

Settings → Profile

Configure your basic account information:

• Username: Display name shown throughout the platform
• Email Address: Primary contact email (used for login and notifications)
• Profile Picture: Upload custom avatar (optional)
• Bio: Brief description (optional, visible if you participate in community features)
• Time Zone: Automatically set, but can be manually adjusted
• Language: Interface language (English, Spanish, French, German, etc.)

Contact Information

Settings → Profile → Contact Details

• Secondary Email: Backup email for account recovery
• Phone Number: Optional, required for SMS notifications and two-factor authentication
• Company Name: For billing and invoices (optional)
• VAT/Tax ID: For businesses requiring tax documentation

Security Settings

Password Management

Settings → Security → Password

1. Click "Change Password"
2. Enter current password
3. Enter new password (minimum 8 characters, include uppercase, lowercase, and numbers)
4. Confirm new password
5. Click "Update Password"

Two-Factor Authentication (2FA)

Settings → Security → Two-Factor Authentication

Enhance account security with 2FA:

Active Sessions

Settings → Security → Active Sessions

View and manage all active login sessions:

• See which devices are currently logged in
• View location and last activity time
• Click "Revoke" to log out specific sessions
• Click "Revoke All Other Sessions" to log out everywhere except your current device

Subscription Management

Current Plan Details

Settings → Subscription

View your subscription information:

• Current Plan: Plan tier (Basic, Pro, Enterprise)
• Billing Cycle: Monthly or Annual
• Next Billing Date: When your subscription renews
• Active Tools: Number of tools activated vs. plan limit
• Usage: Current month's activity and metrics

Upgrade or Downgrade Plan

Settings → Subscription → Change Plan

1. Click "Change Plan"
2. Select new plan tier
3. Review pricing difference (prorated if mid-cycle)
4. Confirm change

Important:

• Upgrades: Take effect immediately, billed prorated amount
• Downgrades: Take effect at next billing cycle to avoid losing paid time
• Tool limits: If downgrading, ensure active tools don't exceed new plan limit

Cancel Subscription

Settings → Subscription → Cancel Subscription

1. Click "Cancel Subscription"
2. Select cancellation reason (optional feedback)
3. Choose cancellation type:
   • Cancel at end of billing cycle: Retain access until period ends
   • Cancel immediately: Lose access immediately (no refunds)

Billing & Payment

Payment Methods

Settings → Billing → Payment Methods

Manage payment options:

1. Add Payment Method
   • Credit/Debit Card (Visa, Mastercard, Amex)
   • PayPal
   • Bank Transfer (Enterprise only)
2. Set Default: Choose which method to charge
3. Remove Payment Method: Delete saved payment options

Billing History

Settings → Billing → Invoices

View and download past invoices:

• All transactions and receipts
• Filter by date range
• Download PDF invoices for accounting
• Export to CSV for expense tracking

Billing Address

Settings → Billing → Billing Address

Update billing information:

• Company name
• Address line 1 and 2
• City, State/Province, Postal Code
• Country
• VAT/Tax ID

Notification Preferences

Email Notifications

Settings → Notifications → Email

Customize which emails you receive:

Account & Billing:

• Subscription renewal reminders (7 days before)
• Payment confirmation
• Invoice available
• Plan changes

Tool Updates:

• New tools added to platform
• Tool downtime or maintenance
• Tool credential changes
• Usage limit warnings

Marketing:

• Newsletter and product updates
• Special offers and promotions
• Educational content and tips

SMS Notifications (Optional)

Settings → Notifications → SMS

Receive text message alerts:

• Critical tool outages
• Security alerts (login from new device)
• Billing failures
• 2FA codes

Note: Phone number required. Standard messaging rates apply.

In-App Notifications

Settings → Notifications → In-App

Control dashboard notifications:

• Tool status changes
• New feature announcements
• System maintenance notices
• Recommendations based on usage

Dashboard Preferences

Layout & Display

Settings → Dashboard → Display

Customize your dashboard appearance:

• Layout Mode:
  • Compact: More tools per screen
  • Comfortable: Larger cards with more details
  • List: Simple list view
• Theme:
  • Light mode
  • Dark mode
  • Auto (follow system preference)
• Tool Card Info:
  • Show last used date
  • Show activation status
  • Show usage statistics

Default Landing Page

Settings → Dashboard → Default View

Choose what you see when you log in:

• Dashboard overview (default)
• My Tools
• Tools library
• Usage analytics
• Custom preset

Privacy Settings

Data & Analytics

Settings → Privacy

Control data collection and usage:

• Usage Analytics: Help improve platform (anonymized data)
• Personalized Recommendations: Tool suggestions based on activity
• Marketing Attribution: Track how you found GroupBuySEO

Account Visibility

Settings → Privacy → Visibility

If community features are enabled:

• Profile Visibility:
  • Public
  • Private
  • Team only (Enterprise)
• Activity Visibility:
  • Show recent tool usage
  • Show tool reviews/ratings
  • Hide all activity

Team Management (Enterprise Only)

Add Team Members

Settings → Team

For Enterprise plans with multi-user access:

1. Click "Invite Team Member"
2. Enter email address
3. Select role:
   • Admin: Full account access
   • Member: Tool access only
   • Viewer: Read-only access
4. Send invitation

Manage Permissions

Settings → Team → Permissions

Control what team members can access:

• Tool activation/deactivation
• Billing and subscription changes
• Team member management
• Usage reports

API & Developer Settings (Pro/Enterprise)

API Access

Settings → Developer → API Keys

For programmatic access:

1. Click "Generate New API Key"
2. Name the key (e.g., "Production Server", "Test Environment")
3. Copy key (shown only once)
4. Set permissions (read-only or read-write)

Webhooks

Settings → Developer → Webhooks

Configure event notifications to external systems:

1. Click "Add Webhook"
2. Enter endpoint URL
3. Select events to trigger webhook:
   • Tool activated
   • Tool deactivated
   • Subscription changed
   • Billing event
4. Set secret for signature verification (optional)

Export Account Data

Request Data Export

Settings → Privacy → Export Data

Download all your data:

1. Click "Request Data Export"
2. Select data to include:
   • Profile information
   • Tool activation history
   • Usage statistics
   • Billing history
3. Receive email when export is ready (usually within 24 hours)
4. Download ZIP file containing all data in JSON format

Delete Account

Permanent Account Deletion

Settings → Privacy → Delete Account

1. Click "Delete Account"
2. Confirm you understand:
   • Access to all tools will be terminated immediately
   • No refunds for remaining subscription time
   • All data will be permanently deleted
   • Deletion cannot be undone
3. Enter password to confirm
4. Click "Permanently Delete My Account"

Next Steps