Configure your MerchantFlow profile, update personal info, set display preferences, manage notifications, and customize your workspace.

MerchantFlow Profile Settings Guide

MerchantFlow profile settings let you manage your personal information, display preferences, notification configuration, and privacy controls within your e-commerce analytics workspace. All settings are accessible from the dashboard settings panel.

Quick Access

Personal Information - Name, email, contact details
Account Preferences - Regional, notification settings
Security Settings - Password, sessions, security
Display Settings - Theme, timezone, language

How to Access Profile Settings

From the Dashboard

Click your profile icon in the top right corner
Select "Settings" from the dropdown menu
Choose the relevant tab:
- Profile - Personal information
- Preferences - Regional and notification settings
- Security - Password and security options
- Notifications - Email and in-app alerts

Direct URL

Navigate to: merchantflow.ai/dashboard/settings/profile

Personal Information

How to Edit Your Name

Go to Settings > Profile
Click "Edit" next to your name
Update First Name and Last Name
Click "Save Changes"

Where Your Name Appears:

Dashboard welcome message
Team member lists
Email notifications
Shared reports and exports

How to Update Your Email Address

Go to Settings > Profile
Click "Change Email"
Enter your new email address
Enter your current password (for verification)
Click "Update Email"

Verification Required:

Confirmation email sent to new address
Click verification link within 24 hours
Old email receives security notification
Login uses new email immediately after verification

Important Notes:

Use this email for password resets
All notifications go to this address
Cannot use email already in use by another account
Invoices will be sent to new address

How to Change Your Profile Picture

Go to Settings > Profile
Click on your current profile picture
Choose "Upload New Photo"
Select image file (JPG, PNG, GIF)
Crop/adjust as needed
Click "Save"

Requirements:

Maximum file size: 5 MB
Recommended: Square image, at least 200x200 pixels
Supported formats: JPG, PNG, GIF
Will be displayed as circular avatar

To Remove Profile Picture:

Click "Remove Photo"
Default initials avatar will be used

Company and Store Information

Go to Settings > Profile
Scroll to "Business Information"
Update:
- Company Name - Your business name
- Store URL - Your e-commerce site
Click "Save Changes"

Account Preferences

Regional Settings

Time Zone

Go to Settings > Preferences
Select "Time Zone"
Choose your time zone from dropdown
Click "Save"

Affects:

Dashboard timestamp displays
Scheduled report times
Sync schedule times
Email notification times

Default: Automatically detected from browser

Date Format

Choose how dates appear:

US Format: MM/DD/YYYY (e.g., 12/26/2025)
International: DD/MM/YYYY (e.g., 26/12/2025)
ISO 8601: YYYY-MM-DD (e.g., 2025-12-26)

Changes:

Go to Settings > Preferences > Regional
Select "Date Format"
Click "Save"

Currency Display

Go to Settings > Preferences > Regional
Select "Currency"
Choose your preferred currency symbol
Select "Thousand Separator" (comma, space, or period)
Click "Save"

Options:

USD ($) - United States Dollar
EUR - Euro
GBP - British Pound
CAD ($) - Canadian Dollar
AUD ($) - Australian Dollar
And 150+ more currencies

Note: This only affects display. Analytics data remains in original currency from your store.

Number Format

Comma separator: 1,000,000
Space separator: 1 000 000
Period separator: 1.000.000

Language

MerchantFlow is currently available in English only. Additional language support is planned for a future release.

Security Settings

How to Change Your Password

Go to Settings > Security
Click "Change Password"
Enter Current Password
Enter New Password
Confirm New Password
Click "Update Password"

Requirements:

Minimum 8 characters
At least one uppercase letter
At least one lowercase letter
At least one number
At least one special character

More about password security

How to Manage Active Sessions

View and manage devices currently logged into your account:

Go to Settings > Security > Sessions
See list of active sessions:
- Device type (Desktop, Mobile)
- Browser
- Location (approximate)
- Last active time
- IP address

Manage Sessions:

Current Session: Marked with "This device"
Sign Out Others: Logs out all other sessions
Sign Out Specific: Click "x" next to individual session

Security Tip: Regularly review active sessions and sign out unfamiliar devices.

Login History

View recent login activity:

Go to Settings > Security > Login History
See last 30 logins:
- Date and time
- Device and browser
- Location
- Success/failure status

Red Flags:

Logins from unfamiliar locations
Failed login attempts
Unusual times (middle of night)

If Suspicious:

Change password immediately
Sign out all other sessions
Contact support: [email protected]

Two-Factor Authentication (2FA)

MerchantFlow supports authenticator-app 2FA.

Current behavior:

Direct real-data onboarding requires 2FA setup
Invited users are sent through 2FA setup after accepting the invite
Sign-in uses /verify-2fa when 2FA is enabled
Backup codes are provided during setup and should be stored safely

Display Settings

Dashboard Theme

Go to Settings > Display
Select "Theme":
- Light Mode - Bright, traditional interface
- Dark Mode - Reduced eye strain, better for low light
- Auto - Matches system preferences
Click "Save"

Dark Mode Benefits:

Reduced eye strain
Better for nighttime use
Saves battery on OLED screens
Modern aesthetic

Notification Settings

Email Notifications

Go to Settings > Notifications
Toggle email notifications for:
- Sync Completed - Data refresh finished
- Sync Failed - Sync encountered errors
- Weekly Summary - Performance overview
- Product Alerts - Significant changes
- Team Activity - Member actions
- Billing Updates - Payment and invoices
- Feature Updates - New features
- Tips & Best Practices - Educational content
Click "Save Preferences"

Frequency Options:

Real-time (as they happen)
Daily digest (once per day)
Weekly digest (Monday mornings)
Never (unsubscribe from category)

In-App Notifications

Go to Settings > Notifications
Toggle in-app notifications for:
- Sync status updates
- Team mentions
- Product alerts
- System messages
Choose notification sound (optional)
Click "Save"

Viewing Notifications:

Bell icon in top navigation
Red badge shows unread count
Click to view notification center

Notification Delivery

Email Notification Settings:

Sent to your primary email address
Plain text option available
Unsubscribe links included
Never mark as spam (add to contacts)

Desktop Notifications:

Browser must allow notifications
Permission requested on first visit
Can be enabled in browser settings
Shows even when tab is not active

Privacy Settings

Data Sharing

Go to Settings > Privacy
Control what data is shared:
- Usage Analytics - Help improve MerchantFlow
- Error Reporting - Anonymous crash reports
- Product Insights - Share aggregated trends
Click "Save Preferences"

What is Shared (If Enabled):

Anonymous usage patterns
Feature usage statistics
Performance metrics
Error logs (anonymized)

Never Shared:

Your actual business data
Revenue numbers
Customer information
Product details
Personal information

Third-Party Integrations

View and manage connected services:

Go to Settings > Privacy > Integrations
See all connected accounts:
- Google Analytics
- Shopify/WooCommerce
- Advertising platforms
Review permissions for each
Disconnect integrations you no longer use

Learn more about integrations

Data Export

Go to Settings > Privacy
Click "Request Data Export"
Choose data to include:
- Profile information
- Product data
- Analytics snapshots
- Sync history
- All data (complete export)
Click "Generate Export"

Export Details:

Delivered via email within 24 hours
Available as CSV and JSON
Download link valid for 7 days
Can request once per week

Account Deletion

Go to Settings > Privacy
Scroll to "Delete Account"
Read warnings carefully
Click "Request Account Deletion"
Confirm via email link
Account deleted within 48 hours

What Happens:

All your data is permanently deleted
Active subscription is canceled
No refunds for partial billing periods
Cannot be undone

More details

Keyboard Shortcuts

MerchantFlow supports the following keyboard shortcut:

Cmd+K / Ctrl+K - Open the Flow AI chat panel

Troubleshooting Profile Settings

Settings Not Saving

If your changes are not saving:

Check Browser Console for errors
Disable browser extensions temporarily
Clear cache and cookies
Try different browser
Check internet connection

Still not working? Contact support.

Changes Not Appearing

Some changes require:

Page refresh - Reload the dashboard
Re-login - Sign out and back in
Cache clear - Clear browser cache
Time - Allow up to 5 minutes

Lost Customizations

If your settings reset unexpectedly:

Check if you are logged into correct account
Verify not using incognito/private mode
Check if browser is clearing data on exit
Contact support to restore from backup

Frequently Asked Questions

How do I change my MerchantFlow email address?

Go to Settings > Profile, click "Change Email", enter the new address and your current password, then verify through the confirmation email sent to your new address.

Can I use dark mode in MerchantFlow?

Yes. Go to Settings > Display, select "Theme", and choose Dark Mode or Auto to match your system preferences.

How do I export my MerchantFlow data?

Navigate to Settings > Privacy, click "Request Data Export", select the data categories you want, and click "Generate Export". The export is delivered via email within 24 hours in CSV and JSON formats.

What happens when I delete my MerchantFlow account?

Account deletion permanently removes all your data, cancels any active subscription, and cannot be undone. No refunds are issued for partial billing periods.

Related Guides

Password Reset - Update your password
Team Management - Manage team members
Roles & Permissions - Access control
Account Overview - General account information
Privacy Policy - How we handle your data

Need Help?

Email Support: [email protected]
Response Time: Within 24 hours
Settings Questions: Include screenshots of the issue

Last updated: March 14, 2026