Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
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The Personyze Partner Badge — Certified Expert, Master Expert, Experienced Partner
The Personyze partner badge for your agency's website: the Certified Expert, Master Expert and Experienced Partner badges, who gets each one, how to copy the badge code from the Partner…
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The Partner Portal — Leads, Referrals, Payouts and Your Certification
The Partner Portal is where a Personyze partner works: open it from the account menu, get certified in your specialties on your sandbox site, keep your public profile, answer customers…
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Two-Step Sign-In — Authenticator App, Email Codes and Recovery Codes
How two-step sign-in works in Personyze: turning it on in My profile with an authenticator app or email codes, recovery codes, what signing in looks like, and how account owners…
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Account & Billing — Your Plan, Your Team, Your Balance
The account itself rather than what it does: who can log in, what you are paying for, how the site is configured, and how to reach support.
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Help & Support — Opening a Ticket
Reach the Personyze team from inside the panel: categories, priorities, asking for a call, ticket statuses, and the two details that get you a faster first reply.
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Billing — Balance, AI Credits, Cards & Codes
Your cards, your account balance, the AI credits bought out of it, and the box where a coupon or partner code is redeemed — plus why a code might be…
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Site Profile Settings — Features, Analytics & Advanced Controls
The top-level settings for one tracked site — which capabilities are active, the analytics options, and the advanced controls.
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Upgrade or Downgrade Your Plan
Change the subscription plan for a site from Billing & plan. How the four-step wizard works, what's charged on an upgrade, and how unused time is credited back on a…
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Team Members — Add Users, Roles & Environments
Invite teammates to your Personyze account and control what they can access. How to add new or existing users, and what the Member/Manager roles and Test/Production environments allow.
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Set up a single sign-on (SSO) client
Set up Single Sign-On (SSO) so your team accesses Personyze through your existing identity provider — Auth0, Okta, OneLogin, or any SAML 2.0 IdP. Centralizes user provisioning and deprovisioning.