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Getting Started With Your Account
Getting Started With Your Account

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Getting Started With Your Account

A comprehensive guide to setting up and managing your Everflow account settings, including basic configuration, security options, and user preferences.

Overview

Your Account page is where you control your Everflow settings.

Let's walk through how to set up your account and get started.

Accessing Your Account

Click on your profile icon in the sidebar
Select
My Account
from the dropdown menu
You'll see two main tabs:
General: Basic information and settings
Logins: Access history
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Understanding Account Sections

Basic Information

The General tab displays your core account details:

Field
Description
ID
Your unique identifier in the system
Name
Your account name
Title
Your position
Role
e.g., Administrator (not be confused with Super User)
Partner/Advertiser Manager Status
Your management permissions
Business Unit
Organizational grouping
Language
Interface language preference
Timezone
Your selected time zone for reporting
Currency
Your default currency for Offers, reports, etc.

Contact Information

‍Under the Contact tab, you'll find:

Field
Description
Email
Your primary contact email
Work Phone
Business contact number
Cell Phone
Mobile contact number
Instant Messaging
Additional contact methods (WhatsApp, Skype, etc.)

Security Settings

‍The Security section provides essential account protection:

Setting
Description
Password Management
Change your account password
Email Updates
Modify your registered email

Partner Sign Up Link

Field
Description
Partner Sign Up Link
Your unique partner recruitment URL

Login History

‍The Logins tab shows your account access information:

  • Login Time
  • IP Address
  • Location
  • Device Type
  • Browser Information

Best Practices

Maintaining a secure and optimized Everflow account requires attention to a few key areas.

Prioritize security by regularly updating your password with strong combinations of characters, numbers, and symbols. Make it a habit to periodically review your login history for any unfamiliar activity – this simple practice can help identify potential security issues before they become problems. Keeping your contact information current ensures you receive important system notifications and account updates without delay.

Proper account configuration significantly improves your Everflow experience. Selecting the appropriate timezone ensures all your reports and data reflect accurate timing that aligns with your business operations. Similarly, configuring the correct currency setting prevents confusion in financial reports and offer management. These seemingly minor settings have a major impact on data accuracy and reporting clarity.

By taking a few moments to optimize these account fundamentals, you'll create a more efficient workflow and more reliable reporting throughout your Everflow experience.

Quick Reference: Common Tasks

Task
Location
Notes
Change Password
My Account
- General tab - Security > Change password
Please select a strong password and use MFA
Update Email
My Account
- General tab - Security > Change email
Requires verification. The account will be updated once the new address has been verified
View Login History
My Account
> Logins tab
Monitors account security
Edit Basic Info
My Account
- General >
Edit
Updates core account details
Copy Partner Link
My Account
- General > Partner Sign Up Link section
Use clipboard icon

Additional Tips

Ensuring consistent settings across your account creates a foundation for accurate data analysis and reporting.

Aligning your timezone and currency configurations prevents confusion when interpreting performance metrics and financial data. This alignment is particularly important when working with teams across different regions or managing campaigns in multiple markets.

The security of your account deserves ongoing attention. Take a moment to check your login history periodically to verify that all account access comes from recognized devices and locations. This proactive monitoring helps protect your valuable marketing data and platform access. Remember to save your changes after making any modifications to your account settings – this simple step prevents frustration and ensures your customizations take effect immediately.

These small but significant practices will help you maintain a secure, optimized Everflow experience tailored to your specific business needs.

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