36 articles

Account & settings

Profile, billing, team, security and data management.

  1. The Onboarding Checklist ExplainedThe 9-step onboarding checklist: what each step does, why it matters, and tips for completing it quickly.
  2. Common Issues and SolutionsTop 10 most common issues in creavio and how to fix them quickly.
  3. Email notifications not arrivingTroubleshoot missing email notifications from creavio, including notification settings, spam filters, and email verification issues.
  4. Account SecurityProtect your creavio account with strong passwords, two-factor authentication, session management, and data privacy controls.
  5. How to Create a TaskStay organized by creating tasks with due dates, priorities, and completion tracking.
  6. How to Manage Your TeamInvite team members, assign roles, and manage permissions for your creavio account.
  7. What are Tasks?Learn how tasks in creavio help you stay organized with to-dos, due dates, priorities, and completion tracking.
  8. Command Palette Power User GuideEverything you can do with Cmd+K: navigation, creation, search, quick actions, and keyboard-first workflows.
  9. Dark Mode and Display CustomizationUsing dark mode, syncing with system preferences, and customizing the creavio display for your workflow.
  10. API Keys and Custom IntegrationsGenerating API keys, understanding authentication, rate limits, and building custom integrations with creavio.
  11. Keyboard Shortcuts ReferenceComplete keyboard shortcut reference for creavio power users — navigation, creation, editing, and actions.
  12. Browser Compatibility GuideSupported browsers, how to clear cache, known issues, and mobile browser compatibility for creavio.
  13. Team Roles and PermissionsUnderstand the 5 roles — Owner, Admin, Photographer, Assistant, Accountant — and what each can access.
  14. Security Settings GuidePassword changes, session management, API keys, and data export for your account security.
  15. Notification PreferencesConfigure email, push, and in-app notification settings for every event type.
  16. Data Export and GDPRExport your data, understand GDPR compliance, and manage account deletion.
  17. Billing and Plan ManagementUpgrade, downgrade, view invoices, and manage your creavio subscription.
  18. creavio Pricing FAQPlans, pricing, billing, cancellation, refunds, and what you actually get at each tier.
  19. GDPR ComplianceHow creavio helps you comply with GDPR data privacy regulations for EU clients.
  20. Custom Branded EmailsBrand your transactional and automated emails with your logo, colors, and custom styling.
  21. Account Activity LogView a complete log of all actions taken in your creavio account for security and auditing.
  22. Two-Factor AuthenticationEnable two-factor authentication to add an extra layer of security to your creavio account.
  23. White Label SettingsRemove creavio branding and apply your own brand identity across all client-facing touchpoints.
  24. Webhook IntegrationsConnect creavio to external tools and services using webhooks for real-time event notifications.
  25. Account DeletionUnderstand what happens when you delete your creavio account and how to request permanent deletion.
  26. IntegrationsConnect Stripe, Google, Instagram, TikTok, Facebook, and other services to your creavio account.
  27. Data Export & BackupsExport all your data from creavio, download backups, and understand your data portability rights.
  28. Email VerificationVerify your email address, change your email, and understand why verification matters for security.
  29. API KeysCreate API keys for developer integrations, manage access scopes, and revoke keys.
  30. Plan Limits & Feature AccessUnderstand what each creavio plan includes, feature limits, and how to upgrade or downgrade.
  31. Billing & PaymentsManage your payment methods, view billing history, download receipts, and update billing details.
  32. Session ManagementView your active sessions, see where you're logged in, and revoke access from devices.
  33. Profile & BrandingCustomize your business profile and visual identity.
  34. Team MembersInvite and manage your team.
  35. Security & PrivacyManage sessions, API keys, and data.
  36. NotificationsControl which notifications you receive and how.