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⚙️ Settings & Account Management

The Settings section allows you to manage your business account, configure your profile, and control various aspects of your Incentise account. This guide covers all available settings and account management features.

Profile Settings​

👤 Business Profile Management​

Access your profile settings to manage your personal information and business contact details.

Profile Information​

  • First Name (Required): Your business contact's first name (2-256 characters)
  • Last Name (Optional): Your business contact's last name (up to 256 characters)
  • Phone Number (Optional): Contact phone number (5-16 digits, numbers only)
  • Phone Country Code (Optional): International country code for your phone number

Profile Picture​

  • Avatar Upload: Upload a profile picture to represent your business
  • File Requirements:
    • Maximum file size: 5MB
    • Supported formats: JPEG, PNG, GIF, WebP
    • Files are automatically renamed for security

📝 Updating Your Profile​

  1. Navigate to Settings > Profile
  2. Fill in the required fields (First Name is mandatory)
  3. Upload an avatar if desired
  4. Click Save to update your profile

Account Settings​

🔐 Account Information​

View and manage your core account details in the Account section.

Account Details (View Only)​

  • Username: Your unique account identifier
  • Email Address: Your registered email address
  • Account Status: Current verification and activity status
  • Account Type: Business account type (Vendor/Admin)
  • Created Date: When your account was first created
  • Last Modified: Most recent account update

✏️ Editable Account Information​

Username Management​

  • Edit Username: Change your account username
  • Requirements: 3-15 characters, letters, numbers, and underscores only
  • Uniqueness: Username must be unique across the platform
  • Process: Click "Edit your username" link in Account settings

Email Address Management​

  • Change Email: Update your registered email address
  • Verification Required: New email must be verified via email code
  • Security: Email change requests expire after a set time
  • Process: Click "Edit your email" link in Account settings

Password Security​

🔑 Change Password​

Keep your account secure by regularly updating your password.

Password Requirements​

  • Length: 8-50 characters
  • Complexity: Must contain at least:
    • One uppercase letter
    • One number
  • Security: Cannot be the same as your current password

Change Password Process​

  1. Navigate to Settings > Change Password
  2. Enter your current password for verification
  3. Create a new password meeting requirements
  4. Confirm your new password
  5. Save changes

🔓 Forgot Password​

If you forget your password:

  1. Use the "Forgot Password" feature on the login page
  2. Enter your registered email address
  3. Check your email for a verification code
  4. Enter the code to verify your identity
  5. Create a new password

Funding Accounts​

🏦 Bank Account Management​

Manage your funding sources for business operations and payouts.

Adding a Funding Account​

  1. Navigate to Settings > Funding Accounts
  2. Click Add Funding Account
  3. Select your payment provider
  4. Enter account description (optional, max 256 characters)
  5. Set account status (Active/Inactive)
  6. Save the account

Managing Existing Accounts​

  • View All Accounts: See a list of all your funding accounts
  • Search: Find specific accounts using the search function
  • Edit: Update account details and status
  • Delete: Remove unused accounts (with confirmation)
  • Status Management: Activate or deactivate accounts as needed

Account Features​

  • Payment Provider Integration: Connect with supported payment providers
  • Account Descriptions: Add notes to identify different accounts
  • Status Tracking: Monitor which accounts are active
  • Pagination: Navigate through multiple accounts efficiently

💳 Payment Provider Support​

The system supports various payment providers for funding accounts. Each account must be linked to a specific payment provider for processing transactions.

Account Deletion​

🗑️ Delete Account Process​

⚠️ Warning: Account deletion is permanent and cannot be undone.

Deletion Requirements​

  1. Navigate to Settings > Delete Account
  2. Type exactly: DELETE MY ACCOUNT in the confirmation field
  3. Click Delete My Account button
  4. You will be automatically logged out

What Happens When You Delete Your Account​

  • Permanent Removal: Your account and all associated data will be permanently deleted
  • No Recovery: Deleted accounts cannot be restored
  • Immediate Effect: The deletion is processed immediately
  • Automatic Logout: You'll be redirected to the login page

Before Deleting Your Account​

  • Ensure all active programs are properly closed
  • Resolve any outstanding transactions or balances
  • Download any important business data you need to keep
  • Consider account deactivation as an alternative

Security Best Practices​

🛡️ Account Protection​

  1. Strong Passwords: Use complex, unique passwords with uppercase letters and numbers
  2. Regular Updates: Change your password periodically
  3. Email Security: Keep your registered email secure and accessible
  4. Profile Accuracy: Keep your profile information current
  5. Account Monitoring: Regularly review your account activity

🔐 Data Security​

  1. Secure Connections: Always access Incentise through HTTPS
  2. Device Security: Keep your devices updated and secure
  3. Logout: Log out when finished, especially on shared devices
  4. Suspicious Activity: Report any unusual account activity immediately

💡 Account Maintenance​

  1. Profile Updates: Keep your contact information current
  2. Funding Accounts: Regularly review and update your payment methods
  3. Email Verification: Ensure your email address is verified
  4. Account Status: Monitor your account verification level

Troubleshooting Settings​

🔧 Common Issues​

Profile Update Problems​

  • Ensure first name is provided (required field)
  • Check file size for avatar uploads (max 5MB)
  • Verify phone number contains only digits

Password Change Issues​

  • Verify current password is correct
  • Ensure new password meets complexity requirements
  • Make sure new password is different from current password

Email Change Problems​

  • Check your email for verification codes
  • Ensure verification code hasn't expired
  • Verify new email isn't already registered to another account

Funding Account Issues​

  • Ensure payment provider is valid
  • Check for duplicate accounts with same payment provider
  • Verify account descriptions don't exceed 256 characters

📞 Getting Help​

If you encounter issues with settings:

  1. Check this documentation for guidance
  2. Verify you're following the correct procedures
  3. Ensure all requirements are met
  4. Contact support if problems persist

Your settings are crucial for maintaining a secure and efficient business presence on Incentise. Regularly review and update your settings to ensure optimal account security and functionality.