Account settings

How to access settings

You can access the Settings section of ReplyZen in two simple ways:

• Click the gear icon in the side menu
• Use the drop-down menu under your profile at the top right

Managing your team

"How do I change my team name?"

Changing your team name is straightforward:

1. Navigate to Settings > Team
2. Edit the name field to reflect your company or organization
3. Click "Submit" to save your changes

Your team name appears throughout ReplyZen, so choose something that clearly identifies your organization.

"Can I delete my team if needed?"

Yes, but proceed with caution. In the Team section, you'll find an option to eliminate your team completely.

⚠ Warning: This action is irreversible. When you delete a team:

• All associated data will be permanently deleted
• All connected pages and agent settings will be lost
• Team members will lose access

Managing team members

"How do I invite people to my team?"

Adding team members is easy:

1. Go to Settings > Members
2. Click the "Add Members" button
3. Enter the email address of the person you want to invite
4. Need to add multiple people? Use the "Add Another Email" option
5. Confirm by clicking "Add Members"

New invitees will receive an email with instructions to join your team. If they already have a ReplyZen account, they'll get a simple notification to accept.

"How do I manage existing team members?"

In the Members section, you can:

• View all your current team members
• Assign appropriate roles (Owner or Member)
• Manage specific permissions for each team member

This gives you complete control over who can access and modify your ReplyZen assets.

"What if someone doesn't accept their invitation?"

You can track all pending invitations in the "Pending Invitations" tab, where you can:

• Monitor which invitations have been sent
• Check the current status of each invitation
• Cancel any pending invitations if needed

This helps ensure you know exactly who has access to your team at all times.

Personal account settings

"How do I change my account email?"

Managing your personal account details is important:

1. Go to Settings > Account
2. View the email currently associated with your account
3. Request changes to your email address if needed
4. Complete the verification process to confirm changes

Keeping your email up-to-date ensures you receive important notifications about your account and billing.

"What happens if I delete my account?"

In the Account settings, you'll find an option to delete your account permanently.

⚠ Warning: This action is irreversible. When you delete your account:

• All your data will be permanently deleted
• You'll lose access to all your teams, pages, and agents
• Your subscription will be canceled

We recommend exporting any important data before proceeding with account deletion.

Security settings

"How do I change my password?"

Keeping your account secure is important:

1. Go to Settings > Security
2. Select "Change password"
3. Enter a new secure password
4. Confirm the change to update your credentials

We recommend using a strong, unique password and changing it periodically for maximum security.