Account Management
Manage your account settings, team members, security, and billing.
Profile Settings
Updating Your Profile
- Click your avatar in the top-right corner
- Select Profile Settings
- Update your information:
- Name
- Phone number
- Profile photo
- Timezone
- Click Save
Changing Your Password
- Go to Profile Settings → Security
- Click Change Password
- Enter current password
- Enter new password
- Confirm new password
- Click Update
Two-Factor Authentication
Add extra security to your account:
- Go to Profile Settings → Security
- Click Enable 2FA
- Scan QR code with authenticator app
- Enter verification code
- Save backup codes
Important
Save your backup codes! You'll need them if you lose access to your authenticator app.
Team Management
Inviting Team Members
- Go to Settings → Company → Staff
- Click Invite new member
- Enter their email address
- Select a role:
- Admin — Full feature access including settings
- User — Access to operational work, optionally limited by scopes
- Click Add
Managing Team Members
| Action | How To |
|---|---|
| Change role | Staff tab → member menu (⋮) → Edit |
| Assign scopes to users | Staff tab → Edit member with role User → choose Scopes |
| Deactivate | Click member → Deactivate |
| Reactivate | Click deactivated member → Reactivate |
| Remove | Click member → Remove |
Managing Scopes
- Go to Settings → Company → Scopes
- Click New
- Add a scope name
- Select one or more case types
- Save
Use the row menu (⋮) to edit or delete existing scopes.
INFO
Only users with role User can have scope assignments. Admin roles are not scope-limited.
Understanding Roles
| Role | Access Level |
|---|---|
| Admin | Cases, clients, campaigns, settings |
| User | Assigned work and messaging, optionally limited to selected case types through scopes |
Company Settings
Basic Information
- Go to Settings → Company
- Update:
- Company name
- Phone number
- Email address
- Address
- Website
- Save changes
Branding
Upload your logos:
- Light logo (for light backgrounds)
- Dark logo (for dark backgrounds)
Business Hours
Set when your firm is open:
- Go to Settings → Company
- Scroll to Business Hours
- Set hours for each day
- Set timezone
- Save
Business hours affect:
- AI Receptionist behavior
- Campaign scheduling
- Auto-reply timing
Notification Settings
Personal Notifications
- Go to Profile Settings → Notifications
- For each notification type, choose:
- In-app
- Push (mobile)
- Save preferences
Notification Types
| Type | Description |
|---|---|
| New Message | Client sent a message |
| Case Assigned | Case assigned to you |
| Task Due | Task deadline approaching |
| Negative Sentiment | Unhappy client detected |
| Campaign Updates | Campaign status changes |
Quiet Hours
Mute notifications during certain times:
- Enable Quiet Hours
- Set start and end time
- Notifications are held until quiet hours end
Release Notes
Viewing New Features
When a new version of Kayse AI is released, you'll see a modal showing:
- Version number
- Feature summary
- Visual preview (if available)
- Link to full release notes
Managing Release Notes
| Action | How To |
|---|---|
| View details | Click Read more to open full release notes |
| Dismiss for now | Click Ignore for now or the X button |
| Mark as read | Open the full release notes — marks all as read |
Session-Based Dismiss
When you click "Ignore for now":
- The modal won't appear again in your current session
- It will reappear after you log out and log back in
- You can always access release notes from the Help menu
TIP
Release notes are dismissed per session, so you won't see the same notification repeatedly while working, but you'll be reminded about new features on your next login.
Session Management
View Active Sessions
- Go to Profile Settings → Sessions
- See all devices where you're logged in
- Each shows device type, location, last active
Sign Out of Sessions
- Single session: Click Sign Out next to the session
- All sessions: Click Sign Out All
Multiple Companies
If you have access to multiple Kayse AI accounts:
Switching Companies
- Click your avatar
- Select Switch Company
- Choose the company to access
Default Company
Set which company loads on login:
- Go to Profile Settings → Companies
- Click Set Default next to preferred company
Billing & Usage
Viewing Usage
- Go to Settings → Billing
- View current usage:
- Voice minutes
- SMS segments
- Phone numbers
- Storage
Usage Reports
Generate detailed usage reports:
- Go to Settings → Billing → Reports
- Select date range
- Choose format (CSV, PDF)
- Download
Managing Subscription
Contact support to:
- Upgrade your plan
- Add capacity
- Change billing details
Data & Privacy
Exporting Your Data
Request a data export:
- Go to Profile Settings → Privacy
- Click Request Data Export
- Receive download link via email
Data Retention
Data is retained according to your plan and settings. Contact support for specific retention questions.
Getting Help
Support Options
| Channel | Best For |
|---|---|
| Email (support@kayse.ai) | Non-urgent questions |
| Live Chat | Quick questions |
| Help Center | Self-service guides |
Reporting Issues
When reporting issues, include:
- What you were trying to do
- What happened instead
- Any error messages
- Screenshots if helpful
Frequently Asked Questions
How do I reset a team member's password?
Team members reset their own passwords via the login page "Forgot Password" link.
Can I have different roles in different companies?
Yes! You can have Admin access in one company and User access in another.
How do I delete my account?
Contact support to request account deletion. Note that company data remains for other users.
What happens when I deactivate a user?
They lose access immediately. Their work is preserved and can be reassigned.
How do I update billing information?
Contact support to update payment methods or billing details.
Help Center Articles
- Billing & Usage Reports — How to access and understand your monthly billing and usage reports
- Notification Preferences — Manage your notification settings
- OBO Features — On Behalf Of features and configuration
- System Logs: Bulk Actions — Understanding bulk action logs
- System Logs: Single Actions — Understanding single action logs
- Client Portal Guide — How to use the Kayse Client Portal (web & mobile app)
- Inviting Clients to Portal — Send client portal invitations to your clients
- Mobile App Troubleshooting — Troubleshoot mobile app download issues