5.1 Opening Account Settings

AIUNIFY Funnels provides an authenticated Account Settings workspace for managing information associated with your own user account.

  1. Sign in to AIUNIFY Funnels.
  2. Open the user dropdown in the top navigation.
  3. Select Account Settings.

The page is titled Account Settings and displays the heading Setting Account.

5.2 Account Settings Tabs

The Account Settings view contains a Profile tab.

A Payment Settings tab is also displayed when payment-setting content is available to the account.

Tab Purpose
Profile Manage your name and supported account-password information.
Payment Settings Configure available user-level payment credentials used by supported Ecommerce payment workflows.

5.3 Changing Your Name

The Profile tab contains an editable Name field.

The account update process requires a Name value and accepts up to 255 characters.

  1. Open Account Settings.
  2. Remain on the Profile tab.
  3. Update the Name field.
  4. Select Save settings.

After a successful account update, the application uses the confirmation:

Updated successfully

5.4 Your E-Mail Address

The Profile tab displays the account's E-mail address, but the field is disabled.

The interface explicitly states:

E-mail can't be changed

Therefore, do not expect to edit the login email address from the normal Account Settings form.

5.5 Changing Your Password from Account Settings

The account update controller supports a Password and Password Confirmation workflow.

If a new password is supplied, the application requires it to match the confirmation value before saving. The password is then stored through the application's password-hashing process.

If the Password field is left blank, the account updater removes the empty password value from the update rather than replacing the existing password.

  1. Open Account Settings.
  2. Enter the new Password in the applicable password field.
  3. Enter the same value in Password Confirmation.
  4. Select Save settings.
  5. Confirm that the update completes successfully.

If you cannot sign in to reach Account Settings, use the separate password-recovery procedure explained in Chapter 3 instead.

5.6 Payment Settings Availability

The Account Settings page conditionally displays a Payment Settings tab when account-level payment configuration is available.

The Ecommerce source confirms user-specific configuration for PayPal and Stripe.

5.7 PayPal Account Settings

The supported PayPal workflow uses user-level values for the PayPal client ID, secret, and sandbox/test-mode setting.

These values are used by the supported Landing Page Ecommerce payment flow rather than by the user's AIUNIFY subscription payment process.

Do not enter live credentials into a test configuration without confirming the intended environment.

5.8 Stripe Account Settings

The Payment Settings source includes Stripe fields for:

Field Purpose
Publishable key Stores the Stripe publishable credential used by the supported checkout workflow.
Secret key Stores the Stripe server-side secret credential used by supported Stripe payment processing.

The interface notes that Stripe allows customers to pay using major credit or debit cards.

5.9 Protect Payment Credentials

PayPal and Stripe secret credentials are sensitive account information.

  1. Use credentials belonging to the correct merchant account.
  2. Confirm whether you are configuring test/sandbox or live payment processing.
  3. Do not share secret credentials in Landing Page text, forms, public Custom Code, or customer-facing content.
  4. After changing payment credentials, test the supported checkout workflow before directing real customers to it.

Detailed PayPal and Stripe configuration is covered in Chapter 38.

5.10 Save Settings

After making supported changes, use Save settings to submit the Account Settings form.

Before leaving the page, confirm that the application reports a successful update and that the expected values remain present when the page is reopened.

Account-management principle: Use Account Settings for your own user profile and supported payment credentials. Your E-mail address is displayed but cannot be changed from this interface.

Write Your Comment