account-settings

Account Settings

Account Settings Account settings page Account Settings lets you manage your personal profile, security, and display preferences in Ranksy. Accessing Account Settings 1. Click your profile icon in the top-right corner 2. Select Settings from the dropdown 3. The Settings page opens to your Profile Or navigate directly to /settings/profile. Settings Sections Account Settings has three main sections: | Section | What You Can Do | | ---------- | ----------------------------------- | | Profile | Update name and email | | Password | Change or set your password | | Appearance | Choose light, dark, or system theme | Profile Settings Profile settings Update Your Name 1. Go to Settings > Profile 2. Edit the Name field 3. Click Save Your name appears in: - Team member lists - Activity logs - Email notifications Update Your Email 1. Go to Settings > Profile 2. Edit the Email address field 3. Click Save 4. If email verification is required, check your inbox Important: Your email is used for: - Logging in (if using email/password) - Account notifications - Password reset - Team invitations Email Verification If your email is unverified: 1. A notice appears on the Profile page 2. Click "Click here to resend the verification email" 3. Check your inbox for the verification link 4. Click the link to verify Password Settings Change Your Password If you already have a password set: 1. Go to Settings > Password 2. Enter your Current password 3. Enter your New password 4. Enter the new password again to Confirm 5. Click Save password Set a Password (Social Login Users) If you signed up with Google and want to add password login: 1. Go to Settings > Password 2. Enter your desired Password 3. Confirm the password 4. Click Set password Now you can log in with either Google or email/password. Password Requirements - Minimum 8 characters - Mix of letters and numbers recommended - Avoid common passwords Appearance Settings Theme Options Choose how Ranksy looks: | Theme | Description | | ------ | ---------------------------- | | Light | Bright background, dark text | | Dark | Dark background, light text | | System | Follows your device settings | Changing Your Theme 1. Go to Settings > Appearance 2. Click on your preferred theme option 3. The change applies immediately The theme preference is saved to your account and applies across all devices. Delete Account What Happens When You Delete At the bottom of the Profile page, you can delete your account: 1. Click Delete account 2. If you have a password, enter it to confirm 3. Confirm the deletion When deleted: - Your account is permanently removed - All personal data is deleted - Team memberships are revoked - If you're a team owner, you must transfer ownership first Before Deleting Consider: - Export any data you need - Transfer team ownership if applicable - Disconnect integrations - This action cannot be undone Account Security Best Practices Strong Password: - Use a unique password for Ranksy - Consider a password manager - Don't share your password Email Security: - Use a secure email address - Keep your email up to date - Verify your email promptly Session Management: - Log out on shared devices - Use private/incognito for public computers If You Suspect Unauthorized Access 1. Change your password immediately 2. Check your email for suspicious activity 3. Review team member activity 4. Contact support if needed FAQ Q: How do I change my email? A: Go to Settings > Profile, update the email field, and save. You may need to verify the new email. Q: I forgot my password. What do I do? A: On the login page, click "Forgot password" and follow the reset instructions sent to your email. Q: Can I use both Google and password login? A: Yes! If you signed up with Google, you can add a password in Settings > Password. Q: Why isn't my new theme showing? A: Try refreshing the page. If using "System," check your device's theme settings. Q: How do I export my data before deleting? A: Export data from individual analytics pages using the export buttons before deleting your account. Q: Can I recover a deleted account? A: No. Account deletion is permanent. Create a new account if needed. Q: How do I log out of all devices? A: This feature is coming soon. For now, change your password to invalidate other sessions. Team settings? See Team Management to manage team members and roles.

Team Management

Team Management Team management overview Team Management lets you invite colleagues to collaborate on your Ranksy account, with role-based permissions to control access. Accessing Team Management 1. Click your profile icon in the top right 2. Select Settings 3. Click Team in the sidebar Or navigate directly to Settings > Team. Team Overview Team Members List Team members list View all team members with: | Column | Description | | ------- | ---------------------------- | | Name | Team member's name | | Email | Login email address | | Role | Permission level | | Status | Active, Pending, or Disabled | | Joined | Date they joined | | Actions | Edit, Remove | Your Role Your current role is displayed at the top. Only Owners and Admins can manage team settings. Roles and Permissions Available Roles Owner - Full access to everything - Billing and subscription management - Can delete the account - Can transfer ownership - Only one owner per account Admin - Full access to apps and analytics - Can invite and manage team members - Cannot access billing - Cannot delete account or transfer ownership Member - View and analyze apps - Access all analytics features - Cannot invite team members - Cannot modify team settings Viewer - Read-only access - View analytics and reports - Cannot make any changes - Cannot export data Permission Matrix | Feature | Owner | Admin | Member | Viewer | | -------------------- | ----- | ----- | ------ | ------ | | View Analytics | Yes | Yes | Yes | Yes | | Add Apps | Yes | Yes | Yes | No | | Connect Integrations | Yes | Yes | Yes | No | | Export Data | Yes | Yes | Yes | No | | Invite Members | Yes | Yes | No | No | | Remove Members | Yes | Yes | No | No | | Change Roles | Yes | Yes | No | No | | Billing Access | Yes | No | No | No | | Delete Account | Yes | No | No | No | Inviting Team Members Send an Invitation 1. Click Invite Member button 2. Enter their email address 3. Select a role 4. Click Send Invitation What Happens Next 1. They receive an email invitation 2. They click the link to accept 3. They create an account (or log in) 4. They're added to your team Invitation Status - Pending: Invitation sent, not yet accepted - Accepted: Team member is active - Expired: Invitation expired (7 days) Resending Invitations For pending invitations: 1. Find the member in the list 2. Click Resend to send again 3. Old invitation link is invalidated Managing Team Members Changing Roles 1. Find the team member 2. Click Edit or the role dropdown 3. Select new role 4. Confirm the change Note: You cannot change your own role or give someone a higher role than yours. Removing Members 1. Find the team member 2. Click Remove button 3. Confirm removal Removed members: - Lose access immediately - Cannot see any team data - Can be re-invited later Disabling Members Instead of removing, you can disable: - Preserves their history - Blocks access - Easy to re-enable later Transferring Ownership When to Transfer - Leaving the company - Changing responsibilities - Company restructuring How to Transfer 1. Go to Team settings 2. Click Transfer Ownership 3. Select the new owner (must be Admin) 4. Confirm with your password 5. Ownership transfers immediately Important: This action cannot be undone. You'll become an Admin after transfer. Team Activity Activity Log View recent team actions: - Member invitations - Role changes - Settings modifications - Integration connections Audit Trail For compliance needs: - Who made changes - When changes were made - What was changed Best Practices Role Assignment Make someone Owner if they: - Are the primary account holder - Need billing access - Should have full control Make someone Admin if they: - Manage the team day-to-day - Need to invite others - Should have most access Make someone Member if they: - Use Ranksy regularly - Need to work with data - Don't need admin functions Make someone Viewer if they: - Only need to see reports - Shouldn't make changes - Are external stakeholders Security Tips - Regularly audit team members - Remove people who leave the company - Use appropriate roles (principle of least privilege) - Review the activity log periodically Plan Limits Team Size by Plan Team member limits vary by plan: - Starter: 1 member (owner only) - Growth: Up to 3 members - Pro: Up to 10 members - Enterprise: Unlimited members Upgrading for More Members If you've reached your limit: 1. Go to Settings > Billing 2. View available plans 3. Upgrade to add more members FAQ Q: Can I have multiple owners? A: No, only one owner per account. Use Admin role for others who need extensive access. Q: What happens when I remove someone? A: They lose access immediately but can be re-invited later. Their past activity is preserved. Q: Can team members see billing information? A: Only the Owner can see billing details. Q: How do I leave a team? A: Contact the team Owner to be removed. Owners must transfer ownership first. Q: Can I invite someone with a different email domain? A: Yes, you can invite anyone with a valid email address. Q: Do team members count against my plan limits? A: Yes, each member counts toward your plan's member limit. Need more team members? Check your plan limits in Settings > Billing and upgrade if needed.