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Tour of Account Settings

Who is this article for?

Owners, managers, admins, and authorized team members who need to manage their own Selio account settings.

Tour of Account Settings

Summary

Get a quick overview of Account Settings, so each user understands where to manage their profile, access preferences, notifications, and account-level visibility.

Before you begin

  • Make sure you are signed in to the correct Selio workspace
  • Confirm your account can access account settings
  • Use the account that actually needs updating, not another team member’s account
  • Make sure your team understands the difference between personal account settings and business-level user management

Steps

  1. Open the account area in Selio.
  2. Go to Account Settings.
  3. Review the main sections available for your account.
  4. Identify where profile details can be updated.
  5. Review where password, access method, or login-related controls appear.
  6. Check where notification preferences and account access visibility are managed.
  7. Confirm which settings belong to your own account and which settings are controlled at business level.

Troubleshooting

  • Some settings are missing: Your account may not have access to every account control.
  • The team confuses account settings with user management: Use Account Settings for your own account, and use business user management for team-level access.
  • The wrong account is being edited: Verify the signed-in identity before changing anything.
  • The page looks different across users: Available options may depend on role, account type, or active access method.