Workspace and account settings
Find the right configuration page for your company, team, security and data.
settings · workspace · account · members · billing · security · notifications · data export
The links below open settings in your current dashboard workspace. Some settings are available only to an owner or administrator. If you belong to more than one workspace, check the company name before making a change.
Company and team
Section titled “Company and team”| Task | Dashboard page |
|---|---|
| Update your company profile | Company profile |
| Manage membership and roles | Members and roles |
| Review your plan and billing | Billing and plan |
| Compare available plans | Plans |
| Manage agency settings | Agency |
| Configure your agency’s sign-in address | Your address |
Agency options depend on the workspace you are using. For a test environment, follow the sandbox guide.
Personal preferences and security
Section titled “Personal preferences and security”- Appearance: adjust your interface preferences.
- Notifications: choose your notification preferences.
- Security: manage your account’s security settings.
Data and activity
Section titled “Data and activity”- Activity log: review recorded activity.
- Your data: find the company’s data management options.
- For a request about one person, use contact export and erasure.
Sending and integrations
Section titled “Sending and integrations”- Sending domains: follow domain verification.
- Consent: follow consent setup.
- API keys: follow authentication or webhook setup.
- Integrations: follow the guide for your store platform.