Account Menu
The Account Menu provides quick access to user account settings, member management, integrations, and logout functionality.
This menu is typically located in the lower-left corner of the dashboard and displays the currently logged-in user information.
User Information Panel
Located at the bottom-left side of the interface.
Displayed Information
The panel shows:
- User avatar or profile icon
- User email address
- Account identifier
Example
Opening the Account Menu
How to Access
- Click the user profile section located in the sidebar.
- A dropdown menu will appear with available account options.
Menu Options
Account Settings
Purpose
Allows users to manage their account preferences and personal settings.
Possible Actions
- Update account information
- Change password
- Configure preferences
- Manage security settings
How to Access
- Open the account dropdown menu.
- Click Account settings
Members & Customers
Purpose
Provides access to member and customer management features.
Possible Actions
- Invite team members
- Manage user permissions
- View customer lists
- Organize account access
How to Access
- Open the account dropdown menu.
- Click Members & Customers
Integration Hub
Purpose
Allows users to manage integrations connected to the platform.
Possible Actions
- Connect external tools
- Configure integrations
- Manage API connections
- Enable third-party services
How to Access
- Open the account dropdown menu.
- Click Integration hub
Log out
Purpose
Safely signs the user out of the platform.
How to Access
- Open the account dropdown menu.
- Click Log out
Result
The current session will end and the user will be redirected to the login page.
Best Practices
- Always log out when using a shared device.
- Regularly review account settings and permissions.
- Keep integrations updated and properly configured.
- Limit member access based on role responsibilities.
Notes
- Some menu options may vary depending on the user role or subscription plan.
- Access to integrations and member management may require administrator permissions.