Account and Security
By RE Media Hub
By RE Media Hub
Your user profile, password, View As, and closing an account.
Manage Your User Profile and Password
User Settings holds the details that belong to you rather than to the company. Every signed-in team member can open it from Settings → User Settings, or by selecting your name in the top bar. Visual Walkthrough User Settings: Profile, Address, Daypart, and Password Tabs. User Settings: Profile, Address, Daypart, and Password Tabs. The Avery Stone Demo workspace is shown; your saved values and available controls may differ. Open the Full-Size Image. Profile Field What It Does Avatar Your profile photo, shown in the workspace and on team lists. Use the upload control to add one and the remove control to clear it. First Name / Last Name Your display name across the workspace, calendars, and assignments. Email The email address on your account. Select Save Profile to apply changes. Address The Home Base Address (with Unit/Suite/Floor #, City, State, and Postal Code) is your default starting point, used for route-based features such as assignment routing and mileage estimates. Select Save Address. Tip: Owners and admins can also set a team member's home base from the team member editor in Team. Daypart This tab appears for members who manage settings or work assigned appointments. It controls which Sunrise, Sunset, and Twilight appointments you accept on each weekday. 1. Turn on Use Personal Override to use your own daypart matrix instead of the company default. While it is off, the company's daypart matrix in Availability → Daypart Availability applies to you. 2. For each Day, check Offer Sunrise, Offer Sunset, or Offer Twilight. 3. Select Save Daypart Preferences. This only affects your own assignment availability. It does not change the company default for anyone else. Password Enter your Current Password, then a New Password, and repeat it in Confirm New Password. Select Update Password. If you forgot your current password, sign out and use Forgot Password? on the sign-in page instead. See Troubleshoot Sign-In and Missing Access. Troubleshooting - The Daypart tab is missing. Your role does not schedule sunrise, sunset, or twilight work. Ask an owner if you need it. - My daypart choices seem to be ignored. Make sure Use Personal Override is on and saved. With it off, company defaults apply. Finding Your Profile My Profile opens your personal profile settings. These belong to your sign-in identity; they are separate from company branding and from customer records. Review the profile fields and save here when updating your own details. Related Guides - Configure Availability and Booking Rules - Configure Account and Workspace Settings
View As a Customer or Team Member
Owners and admins can open a session as another user to troubleshoot what that person sees. This is useful when a customer reports a missing order form or a team member cannot find an appointment. View a Team Member's Workspace 1. Open Team. 2. Find the team member and select View As. This option is available to the workspace Owner and Admin roles. 3. The workspace reloads with that member's menu and permissions. View a Customer's Portal You can start a customer portal session from either place: - Customers: select View As on the customer's row. It appears only when the customer has a portal login. - Customer Portal: in Customer Logins, select Log In As for that login. Return to Your Own Account Select Exit Impersonation in the top bar. In the customer portal, use the portal's Exit Impersonation or Back to Workspace control. Good Practices - Use View As to look, not to act. Actions you take may be recorded and can affect real records, such as placing an order or changing settings. - Platform owner access is blocked while you are viewing as someone else. Exit first before using any administrator-only tools. - If a customer cannot see an order form, check the form's Customer Access settings rather than changing their account. See Publish and Share an Order Form. Related Guides - Understand Team Roles and Access - Configure Customer Portal Access
Close Your Workspace Account
The workspace Owner can request permanent deletion of the company workspace from Settings → Company Settings → Account. No other role sees this tab. Deletion is permanent. Everyone on your team loses access. Export any data you need before you continue. Before You Start - Download delivered media, invoices, and reports you need to keep. Use Billing → View Receipts for platform receipts and Reports → Export CSV where available. - Tell your team and active customers. Customer portals, order forms, and download links stop working once deletion completes. - Cancel or settle anything outstanding with customers outside the platform if needed. Request Account Deletion 1. Open Settings → Company Settings → Account. 2. Review Account Closure and Deletion and Retention Details. These explain what is removed (accounts and teams, customers and orders, listings and media) and any records retained for legal or financial reasons. 3. Select Delete Account. 4. Choose a reason from Choose a Reason, such as Missing Features, Switching Services, Privacy Concerns, No Longer Needed, or Prefer Not to Say. Additional Details is optional unless you choose Other. Do not include sensitive information. 5. Select Continue to Confirmation, enter your Current Password, and confirm with Delete My Account. To stop, select Keep My Account at any step before confirming. Track the Request After you confirm, the page shows Request Status, which can include: - Deletion Requested or Deletion Pending: the request was received. - Deletion in Progress / Automatic cleanup is running: removal is underway. You receive an email when cleanup is complete. - Needs Review: support must review part of the request before it can finish. If Something Goes Wrong - "Account deletion is not available in this environment yet." Nothing was changed. Contact support. - "We could not check your account." Nothing was changed. Try again later. - "Unable to submit your request." Check your password and try again. Signing In After Deletion If you sign in with an email whose workspace was deleted, you may be offered Create a New Account. This starts a completely new, empty account. It does not restore the deleted workspace. Related Guides - Contact RE Media Hub Support - Manage Your Membership, Credits, and Platform Charges