Initial Setup min read Beginner

Complete Account Setup Guide

Configure all aspects of your Selgora account including security settings, notification preferences, team access, and timezone configuration.

By george.olah@code24.ro Sep 29, 2025 7 views

Let's Lock Down Your Account (The Fun Security Stuff!) 🔐

I know, I know - security settings aren't exactly thrilling. But think of it this way: this is like putting a really good lock on your store. Takes a few minutes now, saves you headaches later. Plus, I'll make this as painless as possible. Promise!

Account Security Essentials

Two-Factor Authentication (2FA)

  1. Navigate to WORKSPACE → Settings → Security
  2. Click "Enable Two-Factor Authentication"
  3. Scan QR code with authenticator app (Google Authenticator, Authy, etc.)
  4. Enter verification code to confirm
  5. Save backup codes in a secure location

Important: Save your backup codes! You'll need these if you lose access to your authenticator app.

Email and Notification Settings

Email Preferences

  • Primary Email: Used for account recovery and important updates
  • Notification Email: Can be different for daily notifications
  • Email Verification: Required for security

Notification Categories

Category Description Recommended
Sales New purchases and subscriptions ✅ On
Members New registrations and activity ✅ On
Platform Updates and announcements ✅ On
Marketing Tips and success stories ⚪ Optional

Team Management

Adding Team Members

  1. Go to WORKSPACE → Team
  2. Click "Invite Team Member"
  3. Enter email address
  4. Select role and permissions
  5. Send invitation

Available Permissions

  • Content Management: Create/edit courses and content
  • Marketing: Manage email campaigns and landing pages
  • Analytics: View reports and metrics
  • Billing: Access payment and invoice information
  • Settings: Modify account configuration

Timezone and Localization

Setting Your Timezone

Your timezone affects:

  • Event scheduling and reminders
  • Email campaign sending times
  • Analytics reporting periods
  • Drip content release times

Currency Configuration

Choose from 150+ currencies. This affects:

  • Default pricing display
  • Payment processing
  • Financial reports
  • Invoice generation

Privacy and Data Settings

Data Export

You can export your data at any time:

  • Member lists and contact information
  • Course content and structure
  • Sales and transaction history
  • Email campaign data

Account Deletion

If you need to delete your account:

  1. Export all important data first
  2. Cancel active subscriptions
  3. Process pending payouts
  4. Contact support for deletion request

Integration Settings

Connected Services

Manage your third-party integrations:

  • Payment: Stripe Connect status
  • Email: Marketing automation tools
  • Analytics: Google, Facebook, etc.
  • Support: Help desk connections

Ready for the Next Step?

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