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Account Setup Guide

Complete guide to creating your PromptReports account, configuring your profile, and setting up security features for a secure and personalized experience.

Creating Your Account#

Getting started with PromptReports is quick and straightforward. You can create an account using your email address or sign in with your existing Google account for faster access.

1

Visit the Sign Up Page

Navigate to promptreports.ai/auth/signup to begin the registration process.
2

Choose Your Sign-Up Method

  • Google OAuth: Click "Continue with Google" for one-click signup using your Google account
  • Email & Password: Enter your email address and create a secure password
3

Verify Your Email

If signing up with email, check your inbox for a verification link. Click the link to activate your account.
4

Complete Initial Setup

After verification, you'll be guided through a brief onboarding flow to customize your experience.

Profile Configuration#

A complete profile helps personalize your experience and enables features like team collaboration and marketplace participation. Access your profile settings from the user menu in the top navigation.

Personal Information#

Your personal information helps identify you within the platform and enables collaboration features.

FieldDescriptionRequired
Display NameThe name shown to other users and on your reportsYes
Email AddressYour primary contact email (used for notifications)Yes
Profile PhotoAvatar image displayed on your profile and commentsNo
BioBrief description about yourself (visible on marketplace profiles)No
LocationYour timezone for scheduling and collaboration featuresNo
1

Access Profile Settings

Click your avatar in the top-right corner and select Settings from the dropdown menu.
2

Update Personal Details

Navigate to the "Profile" tab and fill in your information.
3

Upload a Profile Photo

Click on the avatar placeholder to upload an image. Supported formats: JPG, PNG, GIF (max 5MB).
4

Save Changes

Click "Save Profile" to apply your changes.

Professional Details#

Adding professional details unlocks marketplace features and helps connect you with relevant opportunities.

FieldDescriptionBenefits
Job TitleYour current professional rolePersonalized content recommendations
Company/OrganizationWhere you work or your business nameTeam collaboration features
IndustryYour primary industry sectorIndustry-specific templates and insights
Areas of ExpertiseTopics you specialize inMarketplace visibility for your services
LinkedIn ProfileLink to your professional profileEnhanced credibility for marketplace sellers

Security Settings#

PromptReports takes security seriously. We provide multiple layers of protection to keep your account and data safe. Configure these settings to match your security requirements.

Strong Password

Use a unique password with at least 12 characters, including uppercase, lowercase, numbers, and symbols.

Two-Factor Authentication

Add an extra layer of security with authenticator apps or SMS verification.

Session Management

View and revoke active sessions on different devices and browsers.

API Key Security

Manage API keys with granular permissions and automatic expiration.

Two-Factor Authentication (2FA)#

Two-factor authentication adds an essential layer of security by requiring a second form of verification when signing in.

1

Enable 2FA

Go to Settings > Security and click "Enable Two-Factor Authentication".
2

Choose Your Method

  • Authenticator App (Recommended): Use apps like Google Authenticator, Authy, or 1Password
  • SMS: Receive codes via text message to your phone
3

Scan QR Code

If using an authenticator app, scan the QR code displayed on screen to add PromptReports.
4

Enter Verification Code

Enter the 6-digit code from your authenticator app to confirm setup.
5

Save Recovery Codes

Important: Save your recovery codes in a secure location. These codes allow account access if you lose your 2FA device.

Session Management#

Monitor and control where your account is signed in. This is especially important if you access PromptReports from multiple devices or shared computers.

1

View Active Sessions

Navigate to Settings > Security > Active Sessions to see all devices where you're currently logged in.
2

Review Session Details

Each session shows device type, browser, location, and last activity time.
3

Revoke Suspicious Sessions

Click "Revoke" on any session you don't recognize to immediately sign out that device.
4

Sign Out All Devices

Use "Sign out all other sessions" if you suspect unauthorized access to your account.

Notification Preferences#

Customize how and when PromptReports communicates with you. Fine-tune notifications to stay informed without being overwhelmed.

Notification TypeDescriptionChannels
Report CompletionAlerts when your automated reports finish generatingEmail, In-App, Push
Team ActivityUpdates on comments, mentions, and collaborationEmail, In-App
Marketplace UpdatesSales notifications and buyer messagesEmail, In-App, Push
Security AlertsSign-in attempts and security-related eventsEmail, Push
Product UpdatesNew features and platform announcementsEmail
Weekly DigestSummary of your activity and insightsEmail
1

Access Notification Settings

Go to Settings > Notifications.
2

Configure Email Notifications

Toggle individual email notification types on or off based on your preferences.
3

Set Up Push Notifications

Enable browser push notifications for real-time alerts (requires browser permission).
4

Adjust Quiet Hours

Set times when you don't want to receive non-critical notifications.

Billing Setup#

Configure your billing information to access premium features, purchase marketplace reports, or set up your seller account for receiving payments.

1

Add Payment Method

Navigate to Settings > Billing and click "Add Payment Method". We accept all major credit cards via Stripe.
2

Choose a Plan

  • Free: Basic features with limited report generation
  • Pro: Unlimited reports, advanced AI models, priority support
  • Enterprise: Custom solutions, dedicated support, SSO integration
3

Set Up Seller Account (Optional)

If selling on the marketplace, connect your Stripe account to receive payouts.
4

Configure Billing Alerts

Set spending limits and receive alerts when approaching thresholds.

Next Steps#

With your account fully configured, you're ready to start creating powerful AI-driven reports. Explore these resources to get the most out of PromptReports: