Account & Workspace Management
Account management best practices
Summary
Good account management helps merchants keep their ShopIQ store secure, organized, and operational. Merchants should protect login access, use team permissions, maintain accurate business information, monitor billing, manage AI credits, review connected apps, export important data, and keep customer-facing settings updated.
Who this is for: Merchants who want to manage their ShopIQ account responsibly and avoid common operational issues.
Keep your login secure
- Use your own email login
- Keep access to your registered email
- Do not share OTPs or login credentials
- Remove users who no longer need access
- Contact Support if suspicious activity is noticed
Use team permissions carefully
Invite team members using their own emails and assign only the permissions they need. Avoid giving full access to everyone. Review team access regularly.
Keep business information updated
- Business name and contact information
- Customer support details and store policies
- Shipping, return, and refund rules
- Tax and invoice settings
- Domain settings
Monitor billing and renewal
Keep billing information updated. If payment fails, ShopIQ retries payment three times. If payment still fails, the subscription is cancelled and the account enters a 30-day grace period. After the grace period, website, hosting, database, storage, and associated services are suspended until reactivation.
Manage AI credits wisely
Monitor credit balance from Settings → Credits. Subscription credits expire with the billing cycle. Purchased credits roll over until used.
Review connected apps regularly
Review connected apps and remove unused ones. Each external third-party integration counts as a connected app. Disconnecting an unused app frees the connected app slot immediately.
Test important workflows
- Website pages and checkout
- Payment gateway and coupons
- Shipping charges and order notifications
- Logistics tracking and domain connection
- Mobile experience
- Refund, cancellation, and customer order tracking flows
Export important records
Export products, orders, and customers when needed for accounting, reporting, backup, or migration. Before cancellation or deletion, export important records because deleted data cannot be retrieved.
Account management is an ongoing responsibility. ShopIQ provides the platform and tools, but merchants must keep access, settings, policies, billing, data, and connected apps properly managed.