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Help Center / Workspace & Account / Manage your account

Manage your account and workspace

5 steps · About 6 minutes

What you will finish with. Your profile up to date, your password under control, and a clear picture of what the workspace holds.

Who this is for. Every account owner.

Before you start: you must be logged in.

1Open your account page

Click Account in the left menu under WORKSPACE.

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Find Leads
Contacts
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Email Templates
Pipeline
Sending Setup
Billing & Credits
Account
Workspace / Account
1Profileyour name and company details
2Passwordreset by email link
3Sessionlog out of this device
The Account page holds everything about you rather than about sending – sending settings live in Sending Setup.

Why this matters. Account settings and sending settings are deliberately separate: one is about you, the other about your mailbox.

Expected result. You can see your profile details, password controls and log-out.

If it fails.

2Update your profile

Click Manage profile, edit your details and save.

Why this matters. Your name and company appear in outreach and in support conversations, so stale details cost you credibility.

Expected result. Your new details show on the Account page immediately.

If it fails.

3Change your password

Click Reset password and follow the link we email you.

Why this matters. Password changes go through email so that nobody who borrows an open browser tab can lock you out of your own account.

Expected result. You set a new password and can log in with it.

If it fails. No email? Check spam, and confirm you are checking the address you registered with.

4Log out safely

Click Log out on the Account page. On a shared or public computer, also close the browser window afterwards.

Why this matters. A logged-in workspace exposes your leads, your mailbox settings and your billing history.

Expected result. You return to the login screen.

If it fails.

5Know what a workspace contains

One workspace holds your leads, contacts, templates, campaigns, pipeline, mailbox settings and credits. Everything in this Help Center happens inside it.

Why this matters. Knowing the boundary tells you what a single login gives access to – which matters when you decide who may use it.

Expected result. You can describe what a workspace holds.

If it fails. Need something the workspace does not do today? Tell us – it helps us prioritise.

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NexlyFlow Pte. Ltd.
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68 Circular Road, #02-01, Singapore 049422

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Contains information from ACRA datasets accessed via data.gov.sg under the Singapore Open Data Licence v1.0. NexlyFlow Pte Ltd is not affiliated with, or endorsed by, ACRA or the Singapore Government.
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