Update your profile and saved checkout info
Open the person-icon Account menu at the top right and choose Account Settings, or open Account directly. In Profile, change your display name or business name and choose Save Profile. These are account profile fields; changing them does not rewrite names, addresses, or contact details already saved on orders.
Saved Checkout Info, also in Profile, is a separate, opt-in buyer profile. Enter only the name, username, and shipping details you want available when you choose Use saved info on a public form, then choose Save Checkout Info. EZFormz does not build this profile from earlier orders or forms. Clear stops future reuse but does not alter submitted orders.
Your Account theme changes the dashboard, builder, and order pages. Each published form keeps its own appearance settings.
EZFormz currently stores and calculates product prices, shipping, discounts, fees, order totals, refunds, Profit & Loss amounts, tax exports, and payment obligations in U.S. dollars. The Account currency control is locked to USD; it does not convert currency or enable multi-currency checkout.
Account does not currently auto-apply reusable form-style defaults to newly created forms. Start from a template or saved design when you want to reuse a form's structure or appearance, and copy a saved payment method into each form explicitly; those copies are not live-linked to the Account version.
Choose your default dashboard
On the Dashboard, Buying opens your buyer workspace and Selling opens the owner workspace. Switching between them changes the current view without saving a preference.
On the Dashboard, open Default: Buying/Selling (inside the separate ••• options menu on mobile) and choose Buying or Selling. The small picker opens over the page and saves your selection immediately; wait for the saved confirmation. In Account's profile section, use Default dashboard, select Buyer or Owner, then choose Save default. The saved choice applies to your next plain Dashboard visit on every device. Until you save a choice, the Dashboard opens the Owner workspace. A direct link to a specific workspace, seller order, shipping widget, or reviews destination takes precedence.
A failed save keeps the last confirmed choice visible. Check the confirmation message before relying on a new default. If your signed-in account changes, reload before saving again.
Set your timezone
Open Account Settings → Timezone, choose a listed timezone or Auto-detect (browser default), and choose Save Timezone. The setting is used when EZFormz displays order times and reports for your account. If a time looks wrong after travel or a daylight-saving change, check this setting before changing order data.
When no timezone has been saved, the Selling dashboard can detect and save the current browser timezone. A timezone you choose manually takes precedence. A form's scheduled opening and closing can still use the timezone saved on that form.
Choose notification channels
Open Account Settings → Notifications. For each available event, choose among in-app bell, email, browser push, and Telegram delivery. Changes save automatically after a short delay; wait for Notification preferences saved. before leaving the page. There is no separate Save button for the matrix.
- Browser push requires a supported browser, permission for
ezformz.net, and push availability in the current environment. Use the Test action after enabling it on a device. - Telegram requires the Telegram notification service to be available and a DM connection for this account. Under Account Settings → Notifications, choose Connect, then Open Telegram and connect to finish linking the chat. Disconnect it from the same section when no longer needed. If you used the previous notification bot, use Disconnect, then Connect → Open Telegram and connect, and tap Start in @EzformzNotificationbot. If you are not connected, begin with Connect. Your alert preferences remain saved; no action is needed if you already connected to the new bot.
- A disabled, unchecked channel box means that event cannot use that channel. A disabled, checked box is required and cannot be turned off: price-reduction review requests and administrator abuse reports require in-app bell delivery. Support and some admin alerts intentionally do not use email, and the weekly report is a separate email-only preference.
- Turning off one channel does not turn off the others. Check the whole row when an alert arrives somewhere unexpected.
The visible matrix covers order, tracking, review, edit-request, order-message, payment, low-stock, transfer, and supported administrative events. Collaboration invite, decision, and internal-message notifications have service defaults but do not currently appear as editable rows in this matrix. Form collaborators receive only events their permission and the form workflow allow; a Co-owner includes Receive order notification emails, while Custom access can grant that permission explicitly.
New-order email also depends on the form's own Notify on order setting. An account-level Email checkmark does not turn that form setting on, and turning off one form's notification does not disable account events from other forms.
The top-navigation bell contains in-app notifications on desktop and mobile. Opening it acknowledges only ordinary unread event alerts displayed in that bell list after the server confirms the change. Platform announcements remain unread until you view them in the Announcements feed or explicitly mark loaded updates read. Show more unread updates makes older unread alerts reachable. Read bell notifications are removed 30 days after they were created; unread ones are removed after 90 days. A failed read confirmation keeps the last confirmed count. Clear all removes ordinary bell entries and dismisses announcement alerts for your account; the full announcement history stays available in Announcements. Reading or clearing a bell entry does not mark every order conversation read, resolve a buyer action, or reverse the event that produced it.
On iPhone or iPad, browser push requires installing EZFormz to the Home Screen before enabling push. On every platform, grant notification permission to ezformz.net on the device that should receive alerts and use the Account-page Test action there.
Email delivery health is an administrator-only alert raised when recent delivery failures, delays, bounces, or complaints cross the service threshold. It intentionally uses the bell, browser push, or Telegram rather than email. Support-ticket and donation-report alerts also keep email disabled. Telegram delivery is also off for donation reports. The weekly report remains a separate email-only setting instead of a row in the channel matrix.
Read EZFormz announcements
Open the person-icon Account menu on desktop or the Menu button on mobile and choose Announcements. This feed contains platform announcements; your order and account alerts continue to appear in the bell.
The newest message appears first. Scroll the page down through older messages and choose Load older updates at the bottom for more history. Choose All, Features, Improvements, Fixes, or Maintenance to filter the feed. Full post text stays available after it has been read. Headings, emphasis, lists, links, emoji and spacing use the same message format as Telegram updates.
A new post adds an unread badge to Announcements and an entry in the bell when the next notification refresh completes. A bell announcement opens that post in the feed. Viewing its end inside the visible page marks it read after the server confirms the change. Mark loaded updates read applies only to the posts loaded in the current category. Posts hidden by another category remain unread. Read status is saved to your account and updates the menu and bell together.
Keep account connections separate
Account settings contain several independent types of saved access:
- Account Settings → Connected Apps lists OAuth connections such as ChatGPT or Claude. Beside the connection, choose Revoke, then choose Confirm? on the same button within three seconds. Wait for App disconnected. Revoking one stops that connection from making future EZFormz requests, but it does not erase chats or data the provider already retained.
- Account Settings → AI Builder → API Keys lists static credentials; API Keys is a tab inside AI Builder, not a sidebar section. Beside an unused or exposed key, choose Revoke, then choose Confirm? on the same button within three seconds. Wait for API key revoked. Static keys are separate from Connected Apps and must be revoked separately.
- Shipping and tax provider credentials belong to their own Account sections. Removing one connection does not disconnect another service or remove records already stored by that provider.
- Google Sheets and Airtable are configured per form. Disconnect or restrict the destination as well as changing the EZFormz form setting when access should end.
- Saved payment methods are reusable templates. Copying one into a form creates form-specific settings, so later account-template edits do not silently update that form.
Changing profile details or timezone does not rotate these credentials. Sessions shows current login-session information, but the Account page does not offer remote sign-out for other devices. For login protection and recovery, use Set up 2FA, passkeys, and recovery. For exports and deletion, see Manage account data and contact support.