Account Management

Manage your account settings, team members, security, and billing.

Profile Settings

Updating Your Profile

1. Click your avatar in the top-right corner
2. Select Profile Settings
3. Update your information:
   • Name
   • Email
   • Phone number
   • Profile photo
   • Timezone
4. Click Save

Changing Your Password

1. Go to Profile Settings → Security
2. Click Change Password
3. Enter current password
4. Enter new password
5. Confirm new password
6. Click Update

Two-Factor Authentication

Add extra security to your account:

1. Go to Profile Settings → Security
2. Click Enable 2FA
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes

Team Management

Inviting Team Members

1. Go to Settings → Company → Staff
2. Click Invite new member
3. Enter their email address
4. Select a role:
   • Admin — Full feature access including settings
   • User — Access to operational work, optionally limited by scopes
5. Click Add

Managing Team Members

Managing Scopes

1. Go to Settings → Company → Scopes
2. Click New
3. Add a scope name
4. Select one or more case types
5. Save

Use the row menu (⋮) to edit or delete existing scopes.

Understanding Roles

Company Settings

Basic Information

1. Go to Settings → Company
2. Update:
   • Company name
   • Phone number
   • Email address
   • Address
   • Website
3. Save changes

Branding

Upload your logos:

• Light logo (for light backgrounds)
• Dark logo (for dark backgrounds)

Business Hours

Set when your firm is open:

1. Go to Settings → Company
2. Scroll to Business Hours
3. Set hours for each day
4. Set timezone
5. Save

Business hours affect:

• AI Receptionist behavior
• Campaign scheduling
• Auto-reply timing

Notification Settings

Personal Notifications

1. Go to Profile Settings → Notifications
2. For each notification type, choose:
   • In-app
   • Email
   • Push (mobile)
3. Save preferences

Notification Types

Quiet Hours

Mute notifications during certain times:

1. Enable Quiet Hours
2. Set start and end time
3. 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

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

Session Management

View Active Sessions

1. Go to Profile Settings → Sessions
2. See all devices where you're logged in
3. 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

1. Click your avatar
2. Select Switch Company
3. Choose the company to access

Default Company

Set which company loads on login:

1. Go to Profile Settings → Companies
2. Click Set Default next to preferred company

Billing & Usage

Viewing Usage

1. Go to Settings → Billing
2. View current usage:
   • Voice minutes
   • SMS segments
   • Phone numbers
   • Storage

Usage Reports

Generate detailed usage reports:

1. Go to Settings → Billing → Reports
2. Select date range
3. Choose format (CSV, PDF)
4. Download

Managing Subscription

Contact support to:

• Upgrade your plan
• Add capacity
• Change billing details

Data & Privacy

Exporting Your Data

Request a data export:

1. Go to Profile Settings → Privacy
2. Click Request Data Export
3. 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

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

Related Product Docs

• Company Settings
• Team Members & Scopes
• Profile Settings
• System Log
• Integrations