Help Desk Guide for Settings Section
The Settings section in Msg2Ai allows users to manage accounts, update info, change passwords, handle billing, invite team members, and set API keys.
Tabs and Fields
1. Account Tab
Purpose: This tab contains personal and business-related details that help in setting up the user profile.
The Account tab is organized into sections: Profile Account (with subtitle "Manage your Profile"), which contains your profile photo and personal information, and Business Address, which contains your business location details.
Fields:
Profile Photo:
Allows users to upload a photo for their profile.
Personal Information - First Name, Middle Name, Last Name:
- Purpose: Personal identification fields.
- Why it needs to be filled: Provides a complete identity for the account, useful for team visibility and personalization.
Mobile Number:
- Purpose: Contact information for notifications or verifications.
- Why it must be filled: Ensures contact ability for important updates or security purposes.
Email Address:
- Purpose: Primary email for account-related communication.
- Why it needs to be filled: Necessary for account access, password recovery, and receiving notifications.
Business Address (Country, Street Address, City, State/Province, Office Number, Username, Timezone):
- Purpose: Official address and business-related details associated with the account.
- Why it needs to be filled: Helps in localization, billing details, official correspondence, and timezone configuration for scheduling and notifications.
- Fields included: Country, Street Address, City, State/Province, Office Number, Username, and Timezone.
2. Password Tab
Purpose: Provides a secure interface to update your account password.
The Password tab contains the Password Information section where you can update your password. All fields in this section are required (marked with an asterisk *).
Fields:
Current Password *:
- Purpose: Verifies the current user's access before allowing a password update.
- Why it needs to be filled: Ensures security by validating the user's identity before making changes.
New Password *:
- Purpose: Sets a new password for the account.
- Why it needs to be filled: Used to enhance or update security credentials.
Confirm Password *:
- Purpose: Confirmation field to prevent typos in the new password.
- Why it needs to be filled: Ensures that the new password is correctly entered.
After filling in all required fields, click the Save button located at the bottom right of the Password Information section to save your changes.
3. Billing & Membership Tab
Purpose: This tab is where users manage billing information and their membership plan.
Manage your billing and membership settings here. It's essential for users on subscription plans to keep this information updated to avoid service interruptions.
4. Invite Members Tab
Purpose: Allows the primary account holder to invite team members to collaborate within Msg2Ai and manage existing team members.
This tab facilitates inviting new members by providing access to collaboration tools. Adding team members enables collaborative usage and shared access to tools and data.
Team Members Section
The Team Members section displays all members of your organization. It shows the team name (e.g., "Marketing") and the total number of members in parentheses.
Features:
Search Members:
A search field allows you to quickly find team members by name, email, or other criteria.
Invite Members Button:
Click the blue "Invite Members" button to open the invitation modal and add new team members.
Members Table:
The table displays team members with the following columns:
- Name: Displays the member's full name with a role badge (Admin, SuperAdmin, etc.) below it
- Email: Shows the member's email address
- Last Active: Displays the last active date in a rounded tag
Members with appropriate permissions will have edit (pencil icon) and delete (trash icon) actions available next to their information. Note: Admin members may not have edit/delete options visible for security reasons.
Invite Team Member Modal
When you click "Invite Members", a modal window titled "Invite Team Member" opens. The modal shows which team or organization you're inviting to (e.g., "Inviting to: Marketing").
User Type Selection:
New User:
Select this option to invite someone who doesn't have an account on the platform yet. Fields include:
- First Name: The invitee's first name
- Last Name: The invitee's last name
- Phone Number: Phone number with country code selector (defaults to +1 for United States)
- Email Address: Email address for the invitation
- Access Type: Dropdown to select the member's role (e.g., Member, Admin, etc.)
- Select Assistants: Dropdown to assign which assistants the member will have access to
Existing User:
Select this option to invite someone who already has an account on the platform. When this option is selected:
- An informational banner appears: "Invite an existing platform user by email. They will receive an invitation to join your organization."
- Email Address: Enter the email address of the existing user
- Access Type: Dropdown to select the member's role (e.g., Member, Admin, etc.)
- Select Assistants: Dropdown to assign which assistants the member will have access to
Action Buttons:
Cancel:
Closes the modal without sending an invitation.
Send Invite:
Sends the invitation to the specified email address. The invited user will receive an email to join your organization.
5. API Keys Tab
Purpose: Manages API keys for integrating external services with Msg2Ai.
Security Warning
Important: Do not share your API key with others, or expose it in the browser or other client-side code. In order to protect the security of your account, OpenAI may also automatically disable any API key that has leaked publicly.
Adding API Keys
Click the blue "Add API Keys" button to open a modal window where you can create or add new API keys.
Add API Keys Modal
The "Add API Keys" modal provides options to generate or add API keys:
Fields and Actions:
Secret Key Input Field:
- Purpose: Enter or view the API secret key.
- Placeholder: "Fill in the secret key"
- Copy Icon: A copy icon (two overlapping squares) is available next to the input field to easily copy the secret key to your clipboard.
Generate API Key Button:
- Purpose: Automatically generates a new API key for you.
- Usage: Click this button to create a secure API key without manually entering one.
Add Button:
- Purpose: Adds the API key to your account after you've either generated one or manually entered a secret key.
- Usage: Click this button to save the API key. The modal will close and the new key will appear in the API Keys table.
API Keys Table
The API Keys table displays all your API keys with the following columns:
- Name: A descriptive name for the API key to help you identify its purpose
- Secret Key: The actual API key (may be partially masked for security)
- Created: The date and time when the API key was created
- Last Used: The date and time when the API key was last used
- Created By: The user who created the API key
- Action: Options to manage the API key (e.g., edit, delete, or view details)
If no API keys have been created yet, the table will display "No Data Available" in the center.
6. Admin Settings Tab
Purpose: Provides administrative settings and configurations for account management, organization settings, and advanced administrative features.
This tab contains advanced administrative settings that allow administrators to manage and configure system-level preferences, permissions, organizations, and user access controls.
Organizations Section
The Organizations section allows you to manage your organization settings and access. A "Refresh" button with a circular arrow icon is available in the top right to refresh the organization list.
Organizations Table:
The table displays all organizations with the following columns:
- Organization Name: The name of the organization
- Telephone Number: Contact telephone number for the organization (displayed with a phone icon)
- Members: The number of members in the organization (displayed with a people icon)
- Created: The creation date of the organization (displayed with a calendar icon; can be sorted by clicking the column header)
- Actions: Management options for each organization, including:
- General Settings: Access organization general settings
- User Management: Manage users within the organization
Administrative Functions Section
The Administrative Functions section provides access to various administrative features through card-based interfaces.
User Management
Manage administrator privileges and user access controls.
Click the "Manage Users" button to access user management features.
System Overview
View system statistics and performance metrics. Coming soon!
This feature is currently under development and will be available in a future update.
LinkedIn Data Enrichment
Enhance attendee profiles with LinkedIn insights for deeper personalization, reporting, and follow-up automation.
Features:
- Organization-wide processing with background execution
- Typical completion time: 10-30 minutes
- Requires attendee email, company, or LinkedIn profile
Actions available:
- Start Organization Enrichment: Begin the LinkedIn data enrichment process
- Show Advanced Options: Access additional configuration options for enrichment
User Management
The User Management page (accessible via "Admin Settings / User Management" breadcrumb) allows administrators to manage user privileges and access controls.
Sections:
Promote User to Administrator
- User ID Field: Text input field with placeholder "Enter Clerk User ID"
- Purpose: Enter the Clerk User ID of the user you want to promote to administrator
- Promote to Administrator Button: Click this button to grant administrator privileges to the specified user
Administrative Actions
As an administrator, you have access to the following features:
- User Administration: Promote users to administrator role and manage access controls
Batch LinkedIn Enrichment Modal
When you click "Show Advanced Options" in the LinkedIn Data Enrichment section, a "Batch LinkedIn Enrichment" modal opens, allowing you to process LinkedIn data enrichment for multiple attendees at once.
Modal Sections:
Current Status Overview
Displays real-time metrics for the enrichment process:
- Total: Total number of attendees
- Complete: Number of successfully enriched profiles (displayed in green)
- Pending: Number of profiles currently being processed (displayed in orange)
- Available: Number of profiles available for enrichment (displayed in purple)
- Failed: Number of profiles that failed enrichment (displayed in red)
Batch Configuration
- Batch Size Limit: Maximum number of attendees per batch (Max: 1000)
- Number of Attendees: Input field to specify how many attendees to process in this batch (default: 500, adjustable with up/down arrows)
- Force Re-enrichment: Checkbox option to force re-enrichment of existing data, even if it has been enriched before
Batch Summary
- Eligible Attendees: Shows the number of attendees available for enrichment
- Will Process: Shows the number of attendees that will be processed in this batch
- Estimated Time: Estimated completion time (typically 5-15 minutes)
Action Buttons
- Cancel: Closes the modal without processing
- Enrich [X] Attendees: Starts the batch enrichment process for the specified number of attendees (button includes LinkedIn 'in' icon)
Navigation and Options
- Sign Out: Located at the top right, this button logs the user out of the session, ensuring account security.
- Tabs: Each tab (Account, Password, Billing & Membership, Invite Members, API Keys, Admin Settings) provides specific functionalities and can be navigated by clicking on the respective label.