User Guide

Settings

How to manage your account and team.

The Settings page lets you manage your personal account and your team. Go to Settings in the navigation bar to access it.

Your account

Changing your email

  1. Go to Settings.
  2. In the Account section, find your email address.
  3. Click the edit button (pencil icon) next to it.
  4. Type your new email address.
  5. Click Save.

If someone else already uses that email address, you'll see an error message. Each email can only be used by one account.

Setting or changing your password

  1. Go to Settings.
  2. In the Account section, find the Password field.
  3. Click the edit button.
  4. Enter your new password (at least 8 characters).
  5. Enter it again to confirm.
  6. Click Save.

If you signed up with Google or a magic link and don't have a password yet, you can set one here. Having a password gives you another way to log in.

Signing out

  1. Go to Settings.
  2. Click Sign out in the Account section.

You can also sign out by hovering over your email in the top right corner of any page and clicking Sign Out in the dropdown.

Deleting your account

Warning: This cannot be undone.

  1. Go to Settings.
  2. Scroll down to the Danger Zone section (red border).
  3. Click Delete next to "Delete Account."
  4. Read the confirmation message. You will permanently lose access to all your teams and data.
  5. Click Delete Account to confirm.

Your team

Renaming your team

Only the team owner can rename the team.

  1. Go to Settings.
  2. In the Organisation section on the right, find the team name.
  3. Click the edit button (pencil icon).
  4. Type the new name (between 2 and 100 characters).
  5. Click Save.

The team name appears in the navigation bar and on team member screens.

Managing team members

  1. Go to Settings.
  2. Click the Team Members card on the right side.
  3. From here you can view your team members and their roles.

Billing

  1. Go to Settings.
  2. Click the Billing card on the right side to go to the Billing page.

The card shows your current subscription status: Active, Past Due, Canceled, Grandfathered, or No Plan.

User roles

Syfon has different roles that control what you can do:

Action Owner Member
Create and manage flows Yes Yes
Add and manage destinations Yes Yes
View messages Yes Yes
Change team name Yes No
Subscribe and manage billing Yes No
Top up SMS wallet Yes No
Set up auto top-up Yes No
Change own email and password Yes Yes
Delete own account Yes Yes