Beginner
3 min
Last updated: Dec 14, 2024
Account Setup
Complete guide to setting up your Yazzil account and preferences
# Account Setup
Setting up your Yazzil account properly is crucial for getting the most out of our platform. This guide covers everything from basic profile setup to advanced configuration options.
## Profile Configuration
### Basic Information
1. Company Name: Enter your business or brand name
2. Industry: Select your industry for tailored recommendations
3. Company Size: Choose your team size for appropriate features
4. Time Zone: Set your primary time zone for scheduling
5. Website: Add your website URL for link integration
### Brand Voice Settings
Configure how Yazzil represents your brand:
Tone: Choose from:
- Professional
- Friendly
- Casual
- Authoritative
- Playful
Language Style:
- Formal
- Conversational
- Technical
- Simple
Brand Keywords: Add 5-10 keywords that represent your brand
### Contact Preferences
Set up how you want to receive notifications:
- Email notifications
- SMS alerts (premium feature)
- In-app notifications
- Slack integration
## Team Management
### Adding Team Members
1. Go to Settings > Team
2. Click Invite Member
3. Enter email address and select role:
- Admin: Full access to all features
- Manager: Can create and edit automations
- Viewer: Read-only access to analytics
- Editor: Can manage content and responses
### Role Permissions
| Feature | Admin | Manager | Editor | Viewer |
|---------|-------|---------|--------|--------|
| Account Settings | ✅ | ❌ | ❌ | ❌ |
| Billing | ✅ | ❌ | ❌ | ❌ |
| Create Automations | ✅ | ✅ | ❌ | ❌ |
| Edit Content | ✅ | ✅ | ✅ | ❌ |
| View Analytics | ✅ | ✅ | ✅ | ✅ |
| Manage Integrations | ✅ | ✅ | ❌ | ❌ |
## Security Settings
### Two-Factor Authentication
1. Navigate to Security settings
2. Click Enable 2FA
3. Scan QR code with your authenticator app
4. Enter verification code
5. Save backup codes in a secure location
### API Access
For developers and advanced integrations:
1. Go to Developer > API Keys
2. Click Generate New Key
3. Set permissions and expiration
4. Store your API key securely
### Session Management
- View active sessions
- Revoke access from specific devices
- Set session timeout preferences
## Billing and Subscription
### Plan Selection
Choose the plan that fits your needs:
- Starter: Perfect for small businesses
- Professional: For growing companies
- Enterprise: Advanced features for large organizations
### Payment Methods
Add and manage payment methods:
1. Credit/Debit cards
2. PayPal
3. Bank transfer (Enterprise only)
### Billing History
Access invoices and payment history in the billing section.
Your account setup is now complete! You're ready to start automating your social media presence.
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