BotIntelli — Settings User Guide

This guide explains the main Settings page: profile, preferences, notifications, password, 2FA, API keys, sessions, organization, team, and subscription/billing links.

What Is the Settings Page?

The Settings page is the central place for your account and organization: profile (name, email, avatar, bio, timezone), preferences (notifications, UI options), security (password, 2FA, API keys, sessions), organization details, team (members, invitations, departments, roles), and subscription/billing (plan, change plan, invoices). What you see depends on your permissions (e.g. only admins see org and team management).

Where to Find It

Sidebar: Settings (or “Settings” at the bottom of the sidebar).
URL: https://app.botintelli.com/dashboard?view=settings.

Complete User Journey

Step 1: Open Settings

You see sections or cards: Profile, Preferences, Security, Organization, Team, Subscription (or similar). Some sections may be links to dedicated pages (e.g. Security → /settings/security).

Step 2: Profile

Display name — First name, last name (editable if allowed).
Email — Often read-only; change may require verification.
Avatar — Upload or choose an avatar.
Bio — Short bio (optional).
Timezone — Select your timezone for dates and times in the app.
Save to apply changes.

Step 3: Preferences

Notifications:
- Email — General email notifications on/off.
- Browser — Browser/push notifications.
- Workflow — Notifications when workflows complete.
- Security alerts — Security-related emails.
- Marketing — Marketing emails (opt-in/out).
- Weekly digest — Weekly summary email.
UI: Options like Compact view, Auto-sync (if available).
Theme: Light / Dark (if the app supports it).
Save when done.

Step 4: Security (On Settings or Link)

Password — Change password: current password, new password, confirm new password. Submit to update.
Two-factor authentication (2FA) — Enable: scan QR with authenticator app, enter 6-digit code; backup codes are shown once. Disable (if allowed) via the same section.
API keys — Create a new API key (name), copy the key once (it may not be shown again). Revoke keys you no longer need. (May require a specific plan.)
Sessions — View active sessions (device, browser, last active); revoke one or revoke all others. (Detailed in Security guide.)

Step 5: Organization (When You Have Permission)

Organization name and details (view or edit). Only users with org management permission see or edit this.

Step 6: Team (When You Have Permission)

Links or subsections: Team members, Invitations, Departments, Roles (and role templates, compare). Use these to invite members, manage roles, and organize by department. (See your app’s Team or RBAC docs for details.)

Step 7: Subscription and Billing

Current plan — Name (e.g. Starter, Professional, Enterprise) and optionally usage (bots, messages, workflows, pipelines, documents, storage).
Change plan — Link to change-plan or pricing flow (upgrade/downgrade).
Invoices — Link to invoice history (view or download past invoices).
Cancel subscription — Start cancellation or manage cancellation (per your org’s policy). Often linked from the subscription view.

Input Fields (Summary)

Section	Typical fields
Profile	First name, last name, email (read-only often), avatar, bio, timezone.
Preferences	Toggles for email, browser, workflow, security, marketing, digest; compact view, theme.
Password	Current password, new password, confirm new password.
2FA	QR code, 6-digit code, backup codes.
API keys	Key name; after create, copy key once.
Subscription	View plan; links to change plan, invoices, cancel.

Quick Reference

Goal	Action
Update name/avatar/timezone	Profile → edit → Save.
Change notification settings	Preferences → toggles → Save.
Change password	Security → Password → current, new, confirm → submit.
Enable 2FA	Security → 2FA → scan QR, enter code.
Manage API keys	Security → API keys → create/revoke.
Manage team/roles	Team → members, invitations, departments, roles.
Change plan or view invoices	Subscription → change plan / invoices.

For full security (MFA policy, sessions), see Security. For SSO, see SSO Configuration. For plan change flow, use the in-app subscription view or the Subscription section in the main docs.