Account Settings & Profile Management

Overview

Your Account Settings is where you manage personal information, preferences, subscription details, and security settings. This guide covers all aspects of account management in Sila TrueTrends.

Accessing Account Settings

Click your profile icon (top right or sidebar)
Select "Account Settings" from dropdown
Or navigate to: [YourDomain]/settings
Or use keyboard shortcut: Ctrl/Cmd + comma

Settings Layout

Left Navigation: Settings categories
Main Panel: Settings details
Save Button: Apply changes
Help Icons: Inline assistance

Profile Settings

Basic Information

Personal Details

Editable Fields:

Display Name: How you appear in the app
Email Address: Primary contact and login
Username: Unique identifier
Phone Number: Optional, for 2FA
Time Zone: For scheduling and timestamps

Profile Photo:

Click to upload new photo
Supported: JPG, PNG (max 5MB)
Recommended: Square, 400x400px
Can remove/reset to default

Professional Information

Optional Fields:

Job Title: Your role
Company: Organization name
Industry: Sector selection
Department: Team/division
Bio: Brief description

Contact Preferences

Email Notifications

Toggle on/off:

Account alerts
Security notifications
Product updates
Newsletter
Tips and tutorials
Research insights

Notification Frequency

Immediate: Real-time alerts
Daily Digest: Once per day summary
Weekly Summary: Weekly roundup
Monthly Report: Monthly overview
Never: No emails (not recommended)

Language & Regional

Language Settings

Interface Language: UI language
Content Language: Trend content
Date Format: MM/DD/YYYY or DD/MM/YYYY
Time Format: 12-hour or 24-hour
Number Format: Decimal separator

Regional Preferences

Country: Primary location
Currency: For pricing display
Units: Metric or Imperial
Week Start: Sunday or Monday

Security Settings

Password Management

Change Password

Requirements:

Enter current password
Enter new password:
- Minimum 8 characters
- One uppercase letter
- One lowercase letter
- One number
- One special character (recommended)
Confirm new password
Click "Update Password"

Password Security

Last Changed: Date shown
Password Strength: Indicator bar
Force Logout: All devices option
Recovery Email: Backup email

Two-Factor Authentication (2FA)

Enable 2FA

Click "Enable 2FA"
Choose method:
- SMS: Text message
- Authenticator App: Google/Microsoft
- Email: Backup codes
Verify setup
Save backup codes

2FA Management

View active methods
Add backup methods
Regenerate backup codes
Disable 2FA (not recommended)

Security Log

Activity History

View recent:

Login attempts
Password changes
Settings modifications
Device access
API usage

For each entry:

Date/time
IP address
Location
Device type
Success/failure

Active Sessions

Device Management

See all active sessions:

Current device (marked)
Other devices
Last activity
Location
Browser/app

Actions:

Sign out specific device
Sign out all other devices
Block suspicious device

Subscription & Billing

Current Plan

Plan Details

Shows:

Plan name (Starter/Pro/Enterprise)
Monthly/Annual billing
Price and currency
Renewal date
Features included

Usage Statistics

Searches this month
Reports generated
API calls made
Storage used
Team members

Upgrade/Downgrade

Change Plan

View available plans
Compare features
Select new plan
Enter payment details
Confirm change

Plan Changes

Upgrades: Immediate access
Downgrades: End of billing period
Refunds: Pro-rated credits
Data: Always preserved

Payment Methods

Manage Payment

Options:

Add credit/debit card
Update card details
Set default payment
Add PayPal
Remove payment method

Billing Address

Company name
Street address
City, State, ZIP
Country
VAT/Tax ID

Billing History

Invoice Management

View and download:

Monthly invoices
Payment receipts
Transaction history
Tax documents
Refunds/credits

Actions:

Download PDF
Email invoice
Print receipt
Export for accounting

Privacy Settings

Data Management

Data Collection

Control what's collected:

Usage analytics
Performance data
Error reports
Feature usage
Search history

Data Retention

Search history: 30/60/90 days/Forever
Chat history: 30/60/90 days/Forever
Export data: 7/30/90 days
Deleted items: 30 days recovery

Data Export

Export Your Data

Request full data export:

Click "Export My Data"
Select data types:
- Profile information
- Search history
- Chat conversations
- Saved trends
- Reports generated
Choose format (JSON/CSV)
Receive via email

Account Deletion

Delete Account

Permanent deletion:

Click "Delete Account"
Provide reason (optional)
Enter password
Confirm deletion
30-day grace period

What happens:

Data marked for deletion
30 days to recover
Email confirmation
Subscription cancelled
Data permanently removed

Team Settings (Pro/Enterprise)

Team Management

Team Members

View and manage:

Member list
Roles and permissions
Last active
Invite new members
Remove members

Roles & Permissions

Available roles:

Owner: Full access
Admin: Manage team
Editor: Create/edit content
Viewer: Read-only access

Team Preferences

Shared Settings

Default filters
Export templates
Branding settings
Shared workspaces
Team personas

API Settings (Pro/Enterprise)

API Keys

Generate API Key

Click "Generate New Key"
Name your key
Set permissions
Set expiration
Copy key (shown once)

Manage Keys

View active keys
Revoke keys
Set rate limits
Monitor usage
Regenerate keys

Webhooks

Configure Webhooks

Add endpoint URL
Select events
Set authentication
Test connection
Enable/disable

Preferences

Display Settings

Interface Options

Theme: Light/Dark/Auto
Density: Compact/Comfortable/Spacious
Font Size: Small/Medium/Large
Animations: On/Off
Tooltips: Show/Hide

Default Settings

Search Defaults

Default threshold
Default time range
Default categories
Default sort order
Results per page

Export Defaults

Default format
Quality settings
Include metadata
Branding options

Accessibility

Accessibility Options

High Contrast: Enhanced visibility
Large Text: Increased font size
Keyboard Navigation: Tab order
Screen Reader: Optimized markup
Reduced Motion: Minimal animations

Troubleshooting Settings

Can't Save Changes

Check internet connection
Verify all required fields
Check validation errors
Try different browser
Contact support

Settings Not Applying

Click Save button
Refresh page
Clear cache
Log out and back in
Check subscription level

Payment Issues

Verify card details
Check expiration date
Confirm billing address
Try different payment method
Contact billing support

Best Practices

Security

Use strong password Enable 2FA Review active sessions regularly Keep contact info updated Monitor security log

Privacy

Review data settings Export data regularly Understand retention policies Control notification preferences Manage team access

Account Maintenance

Update profile regularly Review subscription usage Keep payment info current Check security settings Backup important data

Mobile Settings

Mobile App Settings

Push notifications
Offline mode
Data sync
Cache management
Biometric login

Mobile Limitations

Some settings desktop-only
Bulk operations limited
File uploads restricted
Complex configurations

Getting Help

Settings Support

Hover over ? icons
Click "Help" links
Chat with support
Email: info@silainsights.com
Settings FAQ section