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How to manage team access and platform integrations

Learn how to control team member permissions and connect third-party integrations within your account settings.

Managing your account settings lets you keep your profile current, control access, and configure platform-wide preferences. The Settings section in Praising.ai covers your personal details, billing information, and the language your dashboard displays in.

Getting to your Account settings

Navigate to your account profile and preferences from the left-hand navigation.

  1. Open Settings – In the left-hand navigation, click Settings. A sub-menu expands beneath it.

  1. Select Account – In the Settings sub-menu, click Account under the Business Settings group. The Account page loads at /dashboard/settings/account.

CLICK "Account" then highlight "Account"

Updating your personal information

The Account page opens on the Access tab by default, where you can update your name, email address, password, and display language.

  1. Confirm you are on the Access tab – At the top of the Account page you will see two tabs: Access and Billing Info. Make sure Access is selected.

STAY then highlight "Access"
  1. Update your full name – Click into the Full Name field and type your updated name.

  1. Update your email address – Click into the Email field and enter the address you want associated with your account.

CLICK "Email" then highlight "Email"
  1. Change your password – Enter a new password in the New Password field, then re-enter it in the Confirm New Password field. Use the Show password toggle on either field to check what you typed.

  1. Set your preferred language – Click the Language dropdown and choose your preferred interface language. Languages marked "not translated yet" are visible but currently unavailable.

  1. Save your changes – Click the Save button at the bottom of the form to apply your updates.

Reviewing billing information

  1. Switch to the Billing Info tab – Click the Billing Info button at the top of the Account page to view or update your subscription and payment details.

Exploring other Settings sections

The Settings sub-menu is divided into two groups:

Location Settings — applies to the currently selected location:

  • Integrations – Connect third-party review platforms and tools.

  • Limits – Set review request limits per customer.

  • History – Review your outreach history.

  • Notifications – Configure email and in-app alerts.

Business Settings — applies across your entire account:

  • Locations – Add or manage business locations.

  • Team – Invite teammates and manage their roles.

  • Automate – Set up automation rules for review collection.

  • Developers – Access API keys and developer tools.

  • Billing – Manage your plan and payment method.

  • Account – Update your personal profile (you are here).

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Tip: If you manage multiple locations, use the Location switcher in the left-hand navigation to make sure your Location Settings changes apply to the correct property before saving.

What's Next?

Once your account details are current, explore the rest of the Settings section to connect your review platforms under Integrations, invite colleagues under Team, or configure automated outreach under Automate. You can also check the Reputation section, including Dashboard, Analytics, and Reviews, to see how your review collection is performing.

Open settings →
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