Account
Keep your ConvoRev account secure, organized and responsive with clear controls for settings, team access, notifications, quiet hours and protected data exports.
Choose the guide that matches your account task
Use Account Settings and Security for account-wide controls, Manage Your Team for access and roles, Configure Notifications for alerts, Quiet Hours for responsible communication timing and Download Your Data for a controlled export. Review all five areas whenever responsibilities or connected channels change.
Open the complete guide for your task
Each guide provides the full setup, review and troubleshooting path for one account-control area.
Match the question to the account control
Secure access, current account details and controlled changes.
Role-appropriate access with named ownership.
Actionable notifications without unnecessary exposure or noise.
Quiet Hours and Responsible Messaging
Appropriate timing, consent awareness and clear exceptions.
A verified export handled with the right access and protection.
Keep five control areas aligned
Account administration is not a one-time setup. Security, people, notifications, responsible messaging and data handling should remain consistent as the team and customer workflows evolve.
Authorized administrators, protected sign-in and current recovery details.
Shared credentials, unknown access or an account dependent on one unavailable person.
Each person has only the access needed for their current responsibilities.
Former members, unused invitations or broad access without a defined role.
Actionable events reach a named owner through the approved destination.
Critical alerts have no owner or sensitive details reach unnecessary recipients.
Quiet hours and exceptions match customer choices, channel rules and policy.
Messages are sent at unintended times or a temporary override remains active.
Approved users export only the needed data and protect every copy.
Uncontrolled downloads, unclear recipients or forgotten working files.
Review access and communication controls together
Grant each person only the access needed for their role. Review team access, notification recipients, connected channels and security settings whenever a responsibility changes.
- Confirm the current responsibility.Document what the person must manage, approve, monitor or export.
- Adjust team access.Add, reduce or remove permissions to match the current role.
- Update notification recipients.Route actionable alerts to the new owner and remove unnecessary destinations.
- Review connected channels.Confirm administrators, sender access and human coverage remain appropriate.
- Verify security and recovery.Check authorized administrators and the approved recovery process.
- Protect account data.Review export access and remove unnecessary copies held by the earlier owner.
Recheck the account after meaningful operational changes
A teammate joins, leaves or changes roles
Review access, assignments, notification recipients, connected assets and data copies.
Complete the change promptlyA messaging channel is connected or replaced
Verify administrators, routing, sender identity, alerts and quiet-hour behavior.
Test the complete customer pathAutomation or ownership changes
Confirm the right people are notified and every human handoff still has coverage.
Test normal and exception casesResponsible messaging rules change
Update quiet hours, exceptions, consent handling and staff guidance together.
Document the effective dateSuspicious access or recovery concern
Protect the account first, review access and preserve safe evidence for investigation.
Do not share passwords or codesAn export or transfer is requested
Confirm purpose, scope, authorized recipient, secure handling and retention before downloading.
Use the minimum necessary dataUse least access and minimum necessary data
Account controls can expose customer messages, contact records, configuration and exported files. Limit every person and connected workflow to the access required for the approved role.
Individual access
Use named user access instead of shared credentials so responsibility can be reviewed and removed.
Minimum permissions
Grant only the account, channel and data capabilities needed for the current task.
Protected exports
Limit scope, recipients and working copies, then follow the approved retention practice.
Sanitized support evidence
Remove credentials and unnecessary private customer information from examples and screenshots.
Account help questions
Where should I start with a new account administrator?
Start with Account Settings and Security, then use Manage Your Team to grant only the required role access. Confirm notifications, connected channels and recovery coverage before the administrator begins normal work.
Which guide covers adding or removing users?
Use Manage Your Team for invitations, roles, access reviews and removal. Update notification recipients and connected-channel access as part of the same responsibility change.
Where do I control when messages should not be sent?
Use Quiet Hours and Responsible Messaging for communication timing, customer choices, channel considerations and approved exceptions.
How do I stop unnecessary alerts?
Use Configure Notifications to connect each alert to a real decision and named owner. Remove duplicates and destinations that do not require the information.
How do I obtain a copy of account information?
Use Download Your Data to define the purpose and scope, create the approved export, verify the file and protect every copy.
When should account access be reviewed?
Review it whenever a person joins, leaves or changes responsibilities, and after meaningful channel, workflow, security or policy changes.
Send the account area and expected result
Include the ConvoRev account, affected user or setting, approximate time, expected result, observed result and completed checks. Remove credentials, temporary security codes and unnecessary private customer information.