Account & Settings

4 articles Cloziq Support By Cloziq Support

Manage your profile, your workspace, and your account itself.

Editing your profile and timezone

Your profile is your personal account info, separate from your business branding. You manage it on the Profile tab in Settings. Update your details Open Settings from the sidebar, then the Profile tab. From here you can set: - Full name: how you appear in Cloziq. - Industry / Role: what you do, picked from a list, with an option to type your own. - Phone number: optional, with a country-code picker. Leave it blank if you would rather not add one. - Time zone: keeps your scheduling and reporting lined up with your day. It is searchable, so type your city or offset. - Avatar: click Customize Avatar to upload a photo (JPG or PNG, up to 800 KB) or generate one. Click Save changes when you are done. The button is only active once you have changed something. Your email Your email address is shown here but cannot be edited directly. If you need to change it, contact support and we will help. Profile vs business identity The Profile tab is about you. To change what your customers see, like your business name, logo, and brand colors, use the Business Identity tab instead. See Set your business identity. Tips - Getting your timezone right matters most if you book calls, since it keeps reminders and scheduling accurate. Related articles - Set your business identity - Managing your workspace - Deleting your account or data

Managing your workspace

Manage Workspace is the hub for your connected accounts and your business branding. You reach it from the workspace area in the sidebar. It is worth knowing what lives here versus in the rest of Settings, so you always head to the right place. What's in here - Business Identity: a shortcut to your branding settings, where you set your business name, logo, and brand colors. See Set your business identity. - Connected Channels: every Instagram account connected to this workspace, each showing whether it is active. - Add Channel: connect another account to the workspace. From the channel list you can also act on any account: - Reconnect an account whose connection dropped, to bring it back without losing your setup. - Disconnect an account you no longer want Cloziq working with. For the full steps, see Connect and switch between Instagram accounts and Reconnect or disconnect a channel. Where your other settings live Manage Workspace is specifically about your channels and a quick link to branding. Everything else has its own home in Settings: - Your personal details (name, timezone, photo) live on the Profile tab. See Editing your profile and timezone. - Your plan and usage live on the Billing tab. - Your notification preferences live on the Notifications tab. Tips - If a channel shows as inactive, it usually just needs reconnecting. Open it here and click Reconnect. - Switching which account you are working in is also done from the workspace area in the sidebar, not from a setting. See Connect and switch between Instagram accounts. Related articles - Connect and switch between Instagram accounts - Set your business identity - Editing your profile and timezone

Deleting your account or data

If you want to leave Cloziq for good, you can delete your account from the Profile tab. This is permanent, so it is worth understanding what happens. Cancel your subscription first If you are on a trial or a paid plan, cancel it before you delete your account, so you are not charged again. Cloziq will remind you and point you to the Billing tab if you still have an active plan. See Managing your subscription. Delete your account 1. Open Settings, then the Profile tab. 2. In the manage account area, click Delete account. 3. Cloziq explains what will happen: it disconnects every connected channel and your Stripe connection, signs you out everywhere, and permanently deletes your account. This cannot be undone. 4. To confirm, type DELETE in capital letters, then click Delete my account. Just want to step away? If you only want to sign out of this device, use Log out instead. Your account stays intact and you can sign back in any time. Tips - Deleting is final. If you are unsure, cancel your plan and log out instead, then decide later. - Need one person's data removed rather than your whole account? You can do that yourself. Deleting a contact erases everything identifying them, including their name, handle, photo, email, phone, captured answers, tags, notes, and the contents of their messages. See Managing contacts and capacity. - For anything else you need removed, reach out to us from the chat and we will help. Related articles - Editing your profile and timezone - Managing your subscription - Managing contacts and capacity - Account FAQs

Account FAQs

How do I change my email address? Your email is shown on the Profile tab but cannot be edited there. Contact support and we will update it for you. What's the difference between Profile and Business Identity? Profile is your personal info, like your name and timezone. Business Identity is what your customers see, like your business name, logo, and brand colors. They are separate tabs in Settings. Can I rename my workspace? Workspace settings are focused on your connected channels and your branding. To change what customers see, update your Business Identity. How do I add or remove a connected account? From Manage Workspace in the sidebar. Use Add Channel to connect another account, or Reconnect and Disconnect on an existing one. See Managing your workspace. How do I delete my account? From the Profile tab, in the manage account area. You will need to cancel any active plan first, then type DELETE to confirm. It is permanent. See Deleting your account or data. How do I just log out? Use Log out in the manage account area of the Profile tab. It signs you out of the device without touching your account. Related articles - Editing your profile and timezone - Managing your workspace - Deleting your account or data