Account, Team & Regional Settings with Claude & ChatGPT

How to manage your account-level settings, invite team members, and review connected integrations using Claude or ChatGPT, once connected via MCP.

Overview

Beyond individual products and pages, FlexiFunnels has account-wide settings that affect your whole business — regional settings like currency and timezone, team member access, and a view of all your connected integrations. Once Claude or ChatGPT is connected to your FlexiFunnels account via MCP, you can review and update these settings directly from your chat.

This article covers:

• Reviewing and updating account settings
• Updating regional settings (currency, timezone)
• Inviting a sub-user (team member) and setting their access
• Reviewing your current team members
• Reviewing all connected integrations in your account

Before You Begin

• Make sure FlexiFunnels is connected to Claude (as a Connector) or ChatGPT (as a Plugin). See Connecting Claude to FlexiFunnels via MCP or Connecting ChatGPT to FlexiFunnels via MCP if you haven't done this yet.
• Have the email address of anyone you want to invite as a sub-user.
• Decide on the appropriate access level for each team member before inviting them.

Step-by-Step: Common Account & Team Tasks

Step 1: Review Account Settings

• Ask for your current account-level settings, including plan details and configuration.

Example Prompt: "Show me my current FlexiFunnels account settings."

Step 2: Update Regional Settings

• Change your account's currency or timezone as needed.

Example Prompt: "Set my FlexiFunnels account currency to USD and timezone to Eastern Time."

Be Careful: Changing your account currency can affect how prices are displayed across your products. Review your product pricing after making this change.

Step 3: Invite a Sub-User (Team Member)

• Provide the team member's email address and describe what access they should have.

Example Prompt: "Invite my virtual assistant, at va@example.com, to my FlexiFunnels account with access to manage funnel pages but not payment settings."

Step 4: Update a Sub-User's Access

• Change what an existing team member can or can't do in your account.

Example Prompt: "Give va@example.com access to manage products as well, in FlexiFunnels."

Step 5: Review Your Team

• Ask for a list of everyone currently with access to your account.

Example Prompt: "Show me everyone who currently has access to my FlexiFunnels account."

Step 6: Review Connected Integrations

• Get a full picture of what tools are connected to your account, beyond just payment gateways and autoresponders.

Example Prompt: "Show me all the integrations currently connected to my FlexiFunnels account."

Behind the Scenes — MCP Tools Involved

Good to Know: These are the same MCP tools used by Flexi Genie — Claude and ChatGPT simply give you a different chat interface to access them from.

Ready-to-Use Prompts

"Show me my current FlexiFunnels account and regional settings."

"Invite my new FlexiFunnels team member at teammate@example.com with access to manage pages only."

"List all the integrations currently connected to my FlexiFunnels account."

Tips for Better Results

• Mention "FlexiFunnels" explicitly if you have other connectors/plugins active in the same chat.
• Grant team members the minimum access they actually need for their role.
• Review your regional settings early, especially before launching products in a new market.

Common Issues / Troubleshooting

Team Member Can't Access Something They Need: Review their current access level and update it as needed.

Prices Displaying in the Wrong Currency: Check both your account-level regional currency and the currency set on individual products.

Limitations / Important Notes

• Sub-user access levels determine what a team member can see and do — review these carefully, especially for anyone with access to payments or customer data.
• Changing account-level regional settings can have knock-on effects on pricing display; review your products after making a change.

Curious what else Flexi Genie and AI assistants can do inside FlexiFunnels? See the full Possibilities with Flexi Genie & AI Assistance reference document.