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Academy: Getting Started: Lesson 1: Knowing your ClickFunnels 2.0 Account

Modified on Tue, 5 Mar at 1:52 PM

Welcome to your ClickFunnels 2.0 Account. To start using your account successfully, it is important to set up these three areas: your User, Workspace, and Team Settings. This will help you to identify different parts of your account and how to edit them.

Requirements:

  • An active ClickFunnels 2.0 account


Table of Contents:


User Settings:

In the User Settings section, you can find information related to your ClickFunnels account, such as email address, password, time zone where you are located, etc.

Click here to learn how to access and edit your User Settings.

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Workspace General Settings:

In the Workspace General Settings, you can edit the name, add a logo, add your payment gateways, set up your Team Settings, etc.

Click here to learn how to access and edit your Workspace Settings.

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Team Settings:

Your Team is the person or persons who have access to and manage your account and workspaces. In the Team Settings area, you can see and manage your workspaces and your Team members.

Click here to learn how to access and edit your Team Settings

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Next Lesson:

Getting Started: Collaborators

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