Account & Settings | Help Center

Viewing your subscription plan

Viewing your subscription plan You can see your current plan in the Billing tab. How to view 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Your current plan is displayed Related articles - Upgrading your plan - Updating or Downgrade billing information

Last updated on Feb 12, 2026

Creating a project

Creating a project Projects help you separate different businesses, clients, or brands. How to create 1. Click the gear icon in the top right 2. Go to the Projects tab 3. Click Create a new Project 4. Name your project Name Your Project 5. Connect ad accounts from different platforms to the project Related articles - Managing projects - Connecting your Meta ad account - Connecting your TikTok ad account

Last updated on Feb 12, 2026

Removing a team member

Removing a team member You can remove team members who no longer need access. How to remove 1. Click the gear icon in the top right 2. Go to the Team tab 3. Find the team member you want to remove 4. Click on the three dots next to the user's name, then click on the Remove option 5. Click on Continue to confirm the removal They will immediately lose access to your account. Related articles - Managing team members - Inviting a team member

Last updated on Feb 12, 2026

Viewing invoices

Viewing invoices Invoices are sent to the email address you used to sign up. You can also view past invoices in the Billing tab. How to view in the app 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Click Manage Subscription 4. Locate the Invoice History section to see your invoices Invoice History Related articles - Updating billing information - Viewing your subscription plan

Last updated on Feb 12, 2026

Canceling your subscription

Canceling your subscription You can cancel your subscription from the Billing tab. How to cancel 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Click **Manage Subscription ** 4. Click Cancel Subscription Cancel Subscription Button 5. Confirm the cancellation Your access will continue until the end of your current billing period. Related articles - Viewing your subscription plan

Last updated on Feb 12, 2026

Changing your password

Changing your password You can change your password from your profile settings. How to change 1. Click your profile icon in the top right 2. Select My Profile 3. Find the password field Password Field 4. Enter your new password Add New Password 5. Save your changes Related articles - Updating your profile - Managing your Scalify account

Last updated on Feb 12, 2026

Updating billing information

Updating billing information Billing is managed through Stripe in your account settings. How to update 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Click Manage Subscription to update your payment method or billing details What you can do in Billing - Upgrade or downgrade your plan - Add projects - Buy AI image credits - View invoices Related articles - Viewing your subscription plan - Upgrading your plan - Viewing invoices

Last updated on Feb 12, 2026

Managing projects

Managing projects Projects help you organize your ad accounts. Each project can contain one or more connected ad accounts. How to access 1. Click the gear icon in the top right 2. Go to the Projects tab What you can do - Create new projects - Connect ad accounts to projects - Disconnect ad accounts from projects - Delete projects Related articles - Connecting your Meta ad account - Connecting your TikTok ad account - Disconnecting an ad account

Last updated on Feb 12, 2026

Upgrading your plan

Upgrading your plan You can upgrade your plan to access more features or add more projects. How to upgrade 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Select the plan you want to upgrade to 4. Complete the payment process Related articles - Viewing your subscription plan - Upgrade or Downgrade your Plan

Last updated on Feb 12, 2026

Upgrade or Downgrade your Plan

Upgrade or Downgrade your Plan You can downgrade your plan if you need fewer features or projects. How to downgrade 1. Click the gear icon in the top right 2. Go to the Billing tab 3. Select the plan you want to upgrade or downgrade to The change will take effect at your next billing cycle. Related articles - Viewing your subscription plan - Upgrading your plan

Last updated on Feb 12, 2026

Inviting a team member

Inviting a team member You can invite people to join your Scalify account. How to invite 1. Click the gear icon in the top right 2. Go to the Team tab 3. Click Invite Member 4. Select their role (Admin or Member) 5. If a Member, select which projects they can access 6. Send the invitation They will receive an email to join your account. Related articles - Managing team members - Setting user permissions - Removing a team member

Last updated on Feb 12, 2026

Managing team members

Managing team members You can invite others to access your Scalify account and assign them roles. How to access 1. Click the gear icon in the top right 2. Go to the Team tab Available roles | Role | Access | | ---- | ---- | | Admin | Full access to all projects, features, and settings | | Member | Can perform actions on assigned projects only | Related articles - Inviting a team member - Removing a team member - Setting user permissions

Last updated on Feb 12, 2026

Managing your Scalify account

Managing your Scalify account Your account settings are accessed from the gear icon in the top right corner. Settings tabs | Tab | What it contains | | ---- | ---- | | My Account | Change your account name | | Projects | Manage projects and connected ad accounts | | Team | Invite team members and set permissions | | Billing | Manage subscription, add projects, buy AI credits | Account Settings Click your profile icon in the top left to access: - Switch Accounts if you have access to multiple accounts - Account Settings same as the gear icon Profile Icon Click your profile icon in the top right to access: - My Profile to update your personal details - Log Out to sign out Related articles - Updating your profile - Managing projects - Managing team members - Updating billing information

Last updated on Feb 12, 2026

Updating your profile

Updating your profile Your profile contains your personal details separate from account settings. How to update 1. Click your profile icon in the top right 2. Select My Profile 3. Update any of the following: - Profile picture - Full name - Language (English or French) - Email address - Password 4. Save your changes Save Changes Related articles - Changing your password - Managing your Scalify account

Last updated on Apr 15, 2026

Setting User Permissions

Setting User Permissions When inviting team members, you set their role and project access. Roles Admin Full access to all projects, features, and settings. Ideal for business owners and account managers. Member Can perform actions on assigned projects only. Ideal for team members who create ads and view reports. How to set permissions 1. When inviting a member, select their role 2. If you select Member, choose which projects they can access 3. Send the invitation You can change permissions later from the Team tab. Related articles - Inviting a team member - Managing team members

Last updated on Feb 12, 2026

Deleting a Campaign in Scalify

You can delete a campaign in two different sections in Scalify. How to delete an active campaign - Go to Launch - Click on History - Select the campaign you want to delete and click on the delete button How to delete a campaign in the builder - Go to Launch - If you drafted your campaign, click on Drafts. In case you added your campaign as a template, click on My Templates - Click on the campaign you want to delete and click on the delete icon Note: You can only delete the campaigns created via Scalify. Related articles - How the campaign builder works - Building a cross-platform campaign - Mapping out a full funnel

Last updated on Apr 18, 2026