Account Settings and Preferences

Customize your Otternative Ads Dashboard experience by configuring account settings, preferences, and workspace options.

Profile Settings

Personal Information

Update your personal information:

1. Go to Settings → Profile
2. Update fields:
   • Full Name: Your display name
   • Email Address: Your login email
   • Phone Number: Optional phone number
   • Avatar: Upload a profile picture
3. Click Save Changes

Email Verification

Verify your email address:

1. Go to Settings → Profile
2. If your email isn't verified, click Verify Email
3. Check your email for verification link
4. Click the link to verify

Security Settings

Password Management

• Change Password: Update your password regularly
• Password Strength: Ensure your password meets requirements
• Password History: System prevents reusing recent passwords

Two-Factor Authentication

Configure 2FA:

• Enable 2FA: Add an extra layer of security
• Authenticator Apps: Use Google Authenticator, Authy, or similar
• Backup Codes: Save backup codes securely
• Recovery: Use backup codes if you lose access to your authenticator

Session Management

Manage active sessions:

• View Sessions: See all devices where you're signed in
• Revoke Sessions: Sign out from specific devices
• Session Timeout: Configure automatic sign-out after inactivity

Notification Preferences

Email Notifications

Configure email notifications:

• Campaign Alerts: Receive alerts about campaign performance
• Sync Notifications: Get notified about data sync status
• Report Delivery: Receive scheduled reports via email
• Account Updates: Get notified about account changes

In-App Notifications

Configure dashboard notifications:

• Performance Alerts: See alerts in the dashboard
• Sync Status: View sync status notifications
• System Messages: Receive system updates

Notification Frequency

Choose how often to receive notifications:

• Real-Time: Receive notifications immediately
• Daily Digest: Receive summary once per day
• Weekly Summary: Receive summary once per week

Workspace Preferences

Dashboard Settings

Customize your dashboard:

• Default View: Set default dashboard view
• Date Range: Set default date range
• Metrics Display: Choose which metrics to display by default
• Chart Preferences: Configure chart types and colors

Data Display

Configure how data is displayed:

• Currency: Set your preferred currency
• Number Format: Choose number formatting style
• Date Format: Set date display format
• Time Format: Choose 12-hour or 24-hour format

Theme Preferences

Customize appearance:

• Theme: Choose light or dark mode
• Accent Color: Select accent color (if available)
• Font Size: Adjust text size

Integration Settings

Meta Integration

Configure Meta integration:

• Connected Accounts: View connected Meta accounts
• Sync Schedule: Configure automatic sync schedule
• Sync Frequency: Choose how often to sync data
• Notification Settings: Configure sync notifications

Telegram Integration

Configure Telegram tracking:

• Connected Bots: View connected Telegram bots
• Channel Settings: Configure channel tracking
• Conversion Settings: Set up conversion event settings

Billing and Subscription

Subscription Management

Manage your subscription:

• Current Plan: View your current subscription plan
• Plan Details: See plan features and limits
• Upgrade/Downgrade: Change your subscription plan
• Billing History: View past invoices and payments

Payment Methods

Manage payment methods:

• Add Payment Method: Add credit card or other payment method
• Default Payment: Set default payment method
• Update Payment: Update payment method details
• Remove Payment: Remove payment methods

Data and Privacy

Data Export

Export your data:

1. Go to Settings → Data & Privacy
2. Click Export Data
3. Select data types to export
4. Choose export format (CSV, JSON, PDF)
5. Click Generate Export
6. Download when ready

Data Retention

Understand data retention:

• Active Account: Data retained while account is active
• Account Deletion: Data deleted 30 days after account deletion
• Export Before Deletion: Export data before deleting account

Privacy Settings

Configure privacy:

• Profile Visibility: Control who can see your profile
• Data Sharing: Configure data sharing preferences
• Analytics: Opt in/out of usage analytics

API Access

API Keys

Manage API access:

• Generate API Key: Create API keys for programmatic access
• View API Keys: See all active API keys
• Revoke API Keys: Deactivate API keys
• API Documentation: Access API documentation

Webhooks

Configure webhooks:

• Create Webhook: Set up webhook endpoints
• Webhook Events: Choose which events to receive
• Test Webhooks: Test webhook configurations
• Webhook Logs: View webhook delivery logs

Best Practices

• Regular Updates: Keep your profile information up to date
• Security First: Enable 2FA and use strong passwords
• Notification Balance: Configure notifications to avoid overload
• Regular Backups: Export data regularly
• Review Settings: Periodically review and update settings

Next Steps

• Account Management
• Getting Started
• Dashboard Overview