Account Setup

Configure your Anvil account settings to match your team's workflow and security requirements.

Profile Settings

Navigate to **Settings > Profile** to update your personal information:

Display name: How your name appears in team comments and activity feeds

Email: Your primary login and notification email

Timezone: Used for scheduling reports and displaying timestamps

Language: Choose between Simplified Chinese, Traditional Chinese, English, Japanese, and Korean

Invite your team to collaborate on projects:

Go to **Settings > Team**

Click **Invite Member**

Enter the email address and select a role:

- **Admin**: Full access to all settings, billing, and team management

- **Manager**: Can create projects, manage keywords, and view reports

- **Member**: Can view leads, respond to conversations, and export data

- **Viewer**: Read-only access to dashboards and reports

The number of available seats depends on your plan. Free plans include 1 seat, Starter includes 3, and Pro includes 10.

Manage your subscription under **Settings > Billing**:

View your current plan and usage statistics

Upgrade or downgrade your plan

Update payment methods

Download invoices and receipts

Switch between monthly and annual billing

Protect your account with these security features:

Two-factor authentication (2FA): Enable TOTP-based 2FA for an extra layer of security

Session management: View and revoke active sessions

API key management: Create and rotate API keys for programmatic access

Audit log: Review a chronological log of all account actions

Configure how and when you receive notifications:

Email notifications: New leads, AI conversation escalations, weekly reports

Browser notifications: Real-time alerts for high-intent leads

Webhook notifications: Push events to your own systems for custom alerting