Section
Account & settings
Manage your own account - profile, organization, team, your Protocol subscription, notifications, and integrations.
This is where you manage your account, as opposed to your clients. Everything below opens from your profile menu: click your avatar in the top right.
- My profile - your personal details and login, plus your preferences (unit system, currency, language and timezone).
- AI agent - connect your own Claude or ChatGPT to your account. See AI agent.
- My organization - your business details and brand assets.
- Team management - invite and manage additional coaches. Owners only.
- Billing - your own Protocol CRM subscription, add-ons, and your AI credits. (Not the same as the Shop, which is how you bill your clients.)
- Notification settings - two things on one page. At the top, your own notifications: see Turn on notifications. Below that, the emails and pushes your clients get. The page itself is titled Notifications.
- Integrations - API keys and webhooks, for calling Protocol from your own code. Owners only, so this item is absent from the menu for everyone else. See API reference.
You can also install Protocol on your phone, so it opens like an app and can notify you.
Detailed guides for the rest are coming soon.