Personal Account: Your Business Control Center 🎯

Personal account is your command center at 1it.pro, where you manage your entire business in one place. From profile settings to access management and metrics monitoring — everything is at your fingertips. In this section, we will explain in detail how the personal account works and what functions it provides.

Let us understand how to effectively use the personal account for managing your business.

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🏠 What is a Personal Account

Your Business Management Center

Personal account is like the "headquarters" of your business at 1it.pro. Here you can manage all aspects of your online presence:

🎯 Main Functions:

📊 Profile Management:
• Setting personal information
• Managing company
• Configuring notifications
• Changing password and security

🏢 Business Management:
• Managing websites and domains
• Configuring CRM and automation
• Managing users and access
• Monitoring metrics and analytics

💳 Finance Management:
• Viewing tariffs and payments
• Managing subscriptions
• Payment history
• Setting payment methods

🛡️ Security Management:
• Managing access
• Setting two-factor authentication
• Viewing login history
• Managing SSL certificates

Uniqueness of Our Personal Account

Our personal account differs from others in that it:

🌟 Advantages:

🎨 Intuitive Interface:
• Clear navigation
• Adaptive design for all devices
• Quick settings
• Visual analytics

🚀 Powerful Features:
• AI assistant integration
• Automatic recommendations
• Deep analytics
• External system integrations

🔒 Security:
• Two-factor authentication
• Data encryption
• Access control
• Action history

📈 Maximum Benefit:
• Unified management center
• Automatic updates
• Personalized experience
• 24/7 support

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🎯 Personal Account Structure

Main Sections and Navigation

Personal account is divided into logical sections for convenient management:

📋 Main Menu:

🏠 **Main Dashboard:**
• Account overview
• Key metrics
• Quick actions
• Recent activities

👤 **Profile and Security:**
• Personal information
• Account security
• Notification settings
• Access management

🏢 **My Services:**
• Websites and domains
• CRM system
• Automation
• Integrations

💰 **Billing and Finance:**
• Current tariffs
• Payment history
• Payment methods
• Invoices and bills

📊 **Analytics and Reports:**
• Traffic and conversion
• Clients and leads
• Financial metrics
• User activity

⚙️ **System Settings:**
• General settings
• Integrations
• API keys
• System options

Detailed Section Overview

Let us look at each section in detail:

🏠 Main Menu:

🎯 Main Dashboard:
• **Account overview** - general information about your account
• **Key metrics** - main business indicators
• **Quick actions** - frequently used functions
• **Recent activities** - latest actions in system

📊 Dashboard Example:
"Welcome, Ivan! 🎉
Today 125 visitors visited your website (+15%).
15 new requests (+25%).
Average check: €1200.
AI assistant processed 45 requests."

👤 Profile and Security:

🔐 Profile and Security:
• **Personal information** - your name, email, phone
• **Account security** - passwords, 2FA, login history
• **Notification settings** - email, SMS, push notifications
• **Access management** - team user permissions

📝 Profile Settings:
• Name: Ivan Petrenko
• Email: [email protected]
• Phone: +48 571 314 537
• Position: Founder and CEO
• Company: Startup Poland

🏢 My Services:

🚀 My Services:
• **Websites and domains** - managing websites, domains, hosting
• **CRM system** - managing clients, deals, funnel
• **Automation** - configuring automatic processes
• **Integrations** - connecting external services

🌍 Website Management:
• Main website: startup-poland.eu
• Additional: blog.startup-poland.eu
• Domains: startup-poland.eu, company.pl
• SSL: active, until 2027-02-22

💰 Billing and Finance:

💳 Billing and Finance:
• **Current tariffs** - your current plan and cost
• **Payment history** - all payments and their statuses
• **Payment methods** - cards, bank transfers
• **Invoices and bills** - downloading invoices, creating bills

💰 Current Tariff:
• Plan: Business
• Cost: €250/month
• Payment: Automatic with card ****1234
• Next billing: 2026-03-22

📊 Analytics and Reports:

📈 Analytics and Reports:
• **Traffic and conversion** - visitors, conversion, sources
• **Clients and leads** - new clients, deal status
• **Financial metrics** - revenue, average check, profit
• **User activity** - team activity

📊 Key Metrics Today:
• Visits: 125
• Conversion: 12%
• New clients: 8
• Average check: €1200

⚙️ System Settings:

⚙️ System Settings:
• **General settings** - language, time zone, formatting
• **Integrations** - connecting external services
• **API keys** - API management for developers
• **System options** - advanced settings

🔌 Active Integrations:
• Google Analytics - traffic tracking
• Facebook Business - social media advertising
• Slack - chat notifications
• QuickBooks - accounting

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🎯 Personal Account Functions

Advanced Capabilities

Our personal account offers many functions for effective business management:

🤖 AI Assistant Integration:

🤖 AI Helper in Personal Account:
• **Smart recommendations** - based on your metrics
• **Problem alerts** - if something goes wrong
• **Automatic task creation** - based on your goals
• **Business analysis** - deep analysis of your indicators

📝 AI Work Example:
"Ivan, I noticed that conversion on your landing pages dropped by 15% over the past week. I recommend checking the contact form - there may be a technical issue."

📊 AI Analytics:
"Your best traffic sources: Facebook (45%), Google (30%), Advertising (25%). I recommend increasing Facebook advertising budget."

📊 Deep Analytics:

📊 Real-time Dashboards:
• **Traffic and conversion** - visitors, bounce rate, conversion rate
• **CRM metrics** - new leads, deal conversion, average check
• **Financial indicators** - revenue, profit, ROI
• **Team efficiency** - productivity metrics

📈 Dashboard Example:
"Today: 125 visitors → 15 requests → 3 deals → €3600 revenue
Yesterday: 110 visitors → 12 requests → 2 deals → €2400 revenue
Change: +13.6% visitors, +25% conversion, +50% revenue"

⚙️ Process Automation:

🤖 Automation in Personal Account:
• **Automatic reminders** - for tasks and meetings
• **Automatic report creation** - weekly and monthly
• **Automatic configuration** - when connecting new services
• **Automatic scaling** - when business grows

⏰ Automation Example:
• "Every Monday at 9:00 create report about past week"
• "When reaching 1000 visitors per day, automatically suggest tariff upgrade"
• "Monthly automatically create financial report"

🔒 Enhanced Security:

🔐 Personal Account Security:
• **Two-factor authentication** - SMS, Authenticator app, biometrics
• **Access control** - managing team permissions
• **Action history** - who did what in account
• **Brute force protection** - automatic blocking of hack attempts

📝 Security Settings:
• 2FA: Activated (Google Authenticator)
• Access: 3 users with different permissions
• History: All actions logged
• Blocking: After 5 failed attempts

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👤 Managing User Profile

Setting Personal Information

In the profile section, you can manage your personal information:

📝 Main Information:

👤 Personal Information:
• **Name and surname** - displayed in system
• **Email** - for notifications and login
• **Phone** - for important notifications
• **Position** - your role in company
• **Avatar** - your photo for personalization

💡 How to Change Information:
1. Go to "Profile and Security" → "Personal Information"
2. Click "Edit"
3. Change needed fields
4. Click "Save Changes"

🔐 Account Security:

🔐 Security Settings:
• **Password** - changing main password
• **Two-factor authentication** - setting up 2FA
• **Login history** - viewing all logins
• **Active sessions** - managing current sessions
• **Backup email** - for account recovery

📝 Setting Up 2FA:
1. Go to "Account Security"
2. Click "Setup 2FA"
3. Download Authenticator app (Google or Microsoft)
4. Scan QR code
5. Enter code from app
6. Save backup codes

🔔 Notifications:

🔔 Notification Settings:
• **Email notifications** - enable/disable for different types
• **SMS notifications** - for urgent events
• **Push notifications** - for mobile devices
• **Push notifications** - for web browser
• **Telegram notifications** - for support chat

📝 Notification Examples:
• Login to new browser
• Password change
• New request on website
• Website problem
• Upcoming payment
• New lead in CRM

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🏢 Managing Business Services

Working with Websites, CRM, and Automation

In the "My Services" section, you can manage all your business services:

🌍 Website Management:

🌍 Websites and Domains:
• **Main website** - managing company main website
• **Additional websites** - managing blogs, landing pages
• **Domains** - managing domain names
• **Hosting** - managing hosting and SSL

📝 Website Setup:
• Choosing template
• Design setup
• Content management
• SEO setup
• CRM integration
• Analytics setup

👥 CRM System:

👥 CRM Management:
• **Clients** - viewing and managing clients
• **Deals** - managing sales funnel
• **Tasks** - setting and completing tasks
• **Contacts** - managing contact information
• **Documents** - contracts, commercial proposals
• **Analytics** - CRM metrics statistics

📝 CRM Setup:
• Setting up sales funnel
• Setting up automatic actions
• Setting up notifications
• Setting up integrations
• Setting up access permissions

⚡ Automation:

⚡ Automation Setup:
• **Triggers** - events that start automation
• **Actions** - what happens when trigger fires
• **Templates** - ready automation scenarios
• **Analytics** - automation statistics
• **Testing** - testing scenarios

📝 Automation Examples:
• "When new request on website - create task in CRM"
• "When invoice paid - send confirmation email"
• "When reaching 100 leads - notify manager"
• "When client inactive - send reminder"

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💳 Managing Finance and Billing

Tariffs, Payments, and Invoices

In the "Billing and Finance" section, you can manage all financial matters:

💰 Tariffs and Subscriptions:

💳 Tariffs and Subscriptions:
• **Current tariff** - your current plan and cost
• **Tariff history** - all your tariffs over time
• **Tariff comparison** - comparing different plans
• **Upgrade/Downgrade** - changing tariff

📝 Available Tariffs:
• **Start** - €50/month - basic website, basic CRM
• **Business** - €250/month - extended website, full CRM, automation
• **VIP** - €500/month - custom design, personal manager, full package

📝 Changing Tariff:
1. Go to "Billing and Finance" → "Current Tariffs"
2. Click "Change Tariff"
3. Choose new tariff
4. Confirm change
5. Automatic payment if needed

💳 Payment History:

💳 Payment History:
• **All payments** - complete list of all payments
• **Payment details** - details of each payment
• **Payment status** - successful, unsuccessful, processing
• **Downloading invoices** - downloading invoices and receipts
• **Filtering** - filter by date, amount, status

📝 Payment Example:
• Date: 2026-02-22
• Amount: €250.00
• Tariff: Business
• Payment Method: Card ****1234
• Status: Successful
• Transaction Number: TXN123456789

💳 Payment Methods:

💳 Payment Methods:
• **Credit cards** - Visa, MasterCard, American Express
• **Bank transfers** - SEPA, SWIFT
• **PayPal** - for international payments
• **Cryptocurrency** - Bitcoin, Ethereum (on request)
• **Corporate accounts** - NET-30 for companies

📝 Setting Payment Method:
1. Go to "Billing and Finance" → "Payment Methods"
2. Click "Add Payment Method"
3. Choose payment type
4. Enter required data
5. Save payment method
6. Confirm test payment

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📊 Analytics and Reports

Understanding Your Business Data

The "Analytics and Reports" section provides deep understanding of your business metrics:

📈 Traffic and Conversion:

📈 Traffic and Conversion:
• **Visits** - unique visitors, views, sessions
• **Traffic sources** - organic, social, direct, advertising
• **Geography** - where visitors come from
• **Devices** - desktop, mobile, tablet
• **Conversion** - percentage of visitor-to-client conversion

📝 Metrics Example:
• Today: 125 visitors (45 desktop, 70 mobile, 10 tablet)
• Sources: Google 40%, Facebook 35%, Direct 15%, Advertising 10%
• Geography: Poland 60%, Ukraine 25%, Others 15%
• Conversion: 12% (15 of 125 visitors became clients)

👥 Clients and Leads:

👥 Clients and Leads:
• **New leads** - number of new requests
• **Deal conversion** - percentage of leads becoming clients
• **Average check** - average deal amount
• **LTV** - customer lifetime value
• **Retention** - percentage of returning clients

📝 CRM Metrics Example:
• New leads today: 15
• Deal conversion: 20% (3 of 15)
• Average check: €1200
• LTV: €4800
• Retention: 85%

💰 Financial Metrics:

💰 Financial Metrics:
• **Revenue** - total income
• **Profit** - net profit after expenses
• **ROI** - return on investment
• **CAC** - customer acquisition cost
• **Margin** - profit margin percentage

📝 Financial Metrics Example:
• Revenue today: €3600
• Profit: €1800 (50% margin)
• ROI: 240% (based on advertising costs €1500)
• CAC: €200 (customer acquisition cost)
• Margin: 50%

📊 User Activity:

📊 Team Activity:
• **System logins** - who and when logged in
• **Completed tasks** - what tasks were completed
• **Time in system** - how much time spent in system
• **Productivity** - team efficiency metrics

📝 Team Activity Example:
• Ivan: 5 logins today, 12 tasks completed, 3 hours in system
• Olha: 3 logins today, 8 tasks completed, 2.5 hours in system
• Oleksiy: 4 logins today, 15 tasks completed, 4 hours in system
• Overall productivity: +15% compared to yesterday

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⚙️ Advanced Settings

Integrations, API, and System Options

The "System Settings" section provides access to advanced settings:

🔌 External Service Integrations:

🔌 Active Integrations:
• **Google Analytics** - traffic and behavior tracking
• **Facebook Business** - advertising and audience
• **Slack** - chat notifications
• **QuickBooks** - accounting and finance
• **Zapier** - automation with other services

📝 Setting Integration:
1. Go to "System Settings" → "Integrations"
2. Choose needed service
3. Click "Connect"
4. Authorize in service
5. Configure integration parameters
6. Save settings

🔑 API Keys:

🔑 Managing API Keys:
• **Creating keys** - creating new API keys for developers
• **Viewing keys** - list of all active keys
• **Access permissions** - setting permissions for each key
• **Usage history** - usage statistics
• **Disabling keys** - disabling unnecessary keys

📝 API Key Example:
• Key: sk_1234567890abcdef1234567890abcdef
• Permissions: read_users, write_orders, read_analytics
• Created: 2026-02-22
• Uses: 1,234
• Last Used: 2 minutes ago

⚙️ System Options:

⚙️ System Settings:
• **Interface language** - choosing personal account language
• **Time zone** - choosing time zone
• **Date and time formatting** - setting formats
• **Security settings** - advanced security settings
• **Logging** - setting action logging

📝 System Settings:
• Language: English
• Time Zone: Europe/Warsaw (CET/CEST)
• Date Format: DD.MM.YYYY
• Time Format: HH:MM
• Auto session end: 30 minutes

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🤖 AI Assistant in Personal Account

Smart Helper for Your Business

AI assistant is integrated into personal account and provides smart recommendations and automation:

🎯 Smart Recommendations:

🤖 AI Recommendations:
• **Cost optimization** - recommendations for saving
• **Conversion improvement** - tips for improving conversion
• **Business expansion** - ideas for business growth
• **Customer experience improvement** - suggestions for service improvement

📝 AI Recommendation Example:
"Ivan, you spend €1000 on Facebook advertising per month, but ROI is 150%. I recommend increasing budget to €1500 for even better results. With current conversion, this will bring additional €3000 revenue per month."

⚠️ Problem Alerts:

⚠️ AI Alerts:
• **Technical problems** - alerts about website failures
• **Metric decline** - alerts about dropping key indicators
• **Security** - alerts about suspicious activity
• **Financial risks** - alerts about potential financial problems

📝 Alert Example:
"⚠️ Attention! Conversion on your landing page dropped by 25% over the past 2 days. Analysis shows that the problem may be in the contact form - some fields do not work properly. I recommend checking the form."

📊 Automatic Analytics:

📊 AI Analytics:
• **Deep analysis** - analysis of all your metrics
• **Predictions** - forecasts of future indicators
• **Optimization** - optimization recommendations
• **Reports** - automatic reports and dashboards

📝 AI Analysis Example:
"Your best days of week: Tuesday and Thursday (30% more traffic). I recommend launching advertising campaigns on these days specifically. Also note that morning hours (9-11) show 40% higher conversion than daytime."

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🔐 Personal Account Security

Protecting Your Account

We use modern technologies to protect your personal account:

🔐 Security Measures:

🔐 Account Protection:
• **Two-factor authentication** - mandatory 2FA
• **Data encryption** - all data is encrypted
• **Access control** - limited data access
• **Security monitoring** - constant monitoring
• **Brute force protection** - automatic blocking of hack attempts

📝 Security Practices:
• Use complex password (minimum 12 characters)
• Regularly change password
• Use different passwords for different services
• Enable 2FA
• Do not use public Wi-Fi for access

📝 Action History:

📝 Action History:
• **All actions** - complete list of all actions in account
• **Filtering** - filter by action type, user, time
• **Export** - export history in various formats
• **Analysis** - analysis of suspicious activity

📝 Action History Example:
"2026-02-22 14:30: Ivan Petrenko logged in from Chrome (Windows)
2026-02-22 14:35: Ivan Petrenko changed notification settings
2026-02-22 14:40: Ivan Petrenko created new invoice for client
2026-02-22 14:42: Olha Sidorova logged in from Firefox (Mac)
2026-02-22 14:45: Olha Sidorova created new task in CRM"

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📱 Personal Account Mobile App

Managing Business on the Go

We offer a mobile app for managing your business anywhere:

📱 Mobile App Capabilities:

📱 Mobile Functions:
• **Viewing metrics** - key indicators in real time
• **Task management** - setting and completing tasks
• **Request monitoring** - new requests from website
• **Notifications** - push notifications about important events
• **Quick actions** - most frequent actions in one click

📝 Mobile Interface:
• Adaptive design for all screen sizes
• Offline mode - work without internet
• Synchronization on connection restore
• Push notifications for important events
• Gestures for quick actions

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💡 Tips for Effective Use

How to Get Maximum from Personal Account

Here are some tips on how to effectively use the personal account:

🎯 Basic Tips:

💡 For Beginners:
• Start with main dashboard overview
• Configure notifications for important events
• Regularly review analytics
• Study AI recommendations
• Set up two-factor authentication

💡 For Advanced Users:
• Use API for automation
• Create custom dashboards for your needs
• Configure complex integrations
• Use AI analytics for deep analysis
• Optimize business processes

📊 Advanced Functions:

🚀 Advanced Functions:
• **Custom dashboards** - create dashboards for your needs
• **Automated reports** - configure regular reports
• **API integrations** - connect external systems via API
• **Extended analytics** - use extended metrics
• **Machine learning** - use ML for forecasting

📝 Advanced Setup Example:
• Create dashboard with custom metrics for your business
• Configure daily sales and conversion report
• Connect CRM to your accounting system via API
• Use AI for sales forecast for next month

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❓ Frequently Asked Questions About Personal Account

Answers to Popular Questions

📝 Question: How to Change Password?

Answer:

1. Go to "Profile and Security" → "Account Security"
2. Click "Change Password"
3. Enter current password
4. Enter new password (minimum 12 characters)
5. Confirm new password
6. Click "Save Changes"

📝 Question: How to Add User to Team?

Answer:

1. Go to "Profile and Security" → "Access Management"
2. Click "Add User"
3. Enter user email
4. Choose role (Administrator, Manager, Viewer)
5. Specify available modules
6. Click "Invite User"
7. User receives invitation by email

📝 Question: How to Create Custom Dashboard?

Answer:

1. Go to "Analytics and Reports" → "Custom Dashboards"
2. Click "Create Dashboard"
3. Name dashboard
4. Add widgets (metrics, charts, tables)
5. Configure parameters for each widget
6. Save dashboard

📝 Question: How to Configure Google Analytics Integration?

Answer:

1. Go to "System Settings" → "Integrations"
2. Click "Add Integration"
3. Choose Google Analytics
4. Authorize in Google
5. Choose Google Analytics account and profile
6. Save integration
7. Data starts arriving in 15 minutes

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🎯 Conclusion

Personal Account Values

Our personal account is a powerful tool for managing your business:

🌟 Advantages:

• Centralized management - everything in one place
• Deep analytics - understanding your business
• Smart recommendations - AI helper for growth
• High security - protecting your data
• Scalability - growing with your business

🚀 Usage Results:

• Efficiency - saving time on routine tasks
• Transparency - complete understanding of your business
• Growth - data-driven decisions for growth
• Security - protection from risks and threats
• Satisfaction - better customer experience

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What Next?

Now that you know about personal account, let us look at other important topics.

• 👉 Transferring Access
• 👉 Frequently Asked Questions
• 📞 Get Help
• 💬 Write to Chat