Settings and Preferences
This section covers user-level and workspace-level settings that influence day-to-day operations.Personal settings tab map
| Tab | Primary purpose | Typical actions |
|---|---|---|
| Profile | Identity and defaults | Update name/avatar, request email change, set default workspace |
| Security | Account hardening | Change/set password, link social providers, configure 2FA |
| Notifications | Communication routing | Enable/disable email notification categories |
Who should review settings regularly
| Role | Recommended review cadence |
|---|---|
| Workspace owner/admin | Monthly |
| Campaign operator | Quarterly |
| Analyst/viewer | Quarterly or after role changes |
Profile behavior
Common profile actions:- update display name
- review email verification state
- request email change with verification flow
- set default workspace for first post-login landing
- Ensure display name and avatar are current for team context.
- Confirm verified email is active and monitored.
- Confirm default workspace is the one used most often.
- Re-check profile settings after changing role or team.
Security behavior
Common controls:- change password for credential accounts
- set password for social-only accounts
- link or unlink social providers (Google, Apple)
- enforce at least one valid login method before unlinking
- enable/disable 2FA and manage backup codes
- password verification before setup
- authenticator QR scan
- code verification
- backup code reveal/copy/regeneration
- verify-email after registration or email change
- forgot-password and reset-password recovery path
- two-factor challenge during login when enabled
- connected-account sign-in fallbacks where configured
- Keep at least one stable login method active at all times.
- Regenerate backup codes after suspicious access.
- Revoke unknown sessions after credential updates.
- Review linked social providers for necessity.
Notification behavior
Set notification preferences to control:- operational alerts
- billing and usage notifications
- integration and webhook incident signals
- partner and workspace communication updates
- click milestones, weekly summary, monthly summary
- billing alerts and credit warnings
- workspace invites and member join events
- partner applications, commissions, payouts, fraud alerts, partner messages
- product updates and tips/guides
Notification routing best practices
- route high-priority alerts to monitored team inboxes.
- avoid enabling noisy categories for users not responsible for operations.
- review notification settings after ownership or on-call changes.
Default workspace behavior
For multi-workspace users:- set personal default workspace
- verify correct landing context after sign-in
- validate switching behavior on mobile and desktop
Settings troubleshooting
| Issue | Likely cause | First fix |
|---|---|---|
| User lands in wrong workspace | Default workspace not set correctly | Update default workspace in profile |
| User locked out after unlinking provider | No alternative login method retained | Re-establish password or linked provider |
| Missing expected emails | Notification category disabled | Re-enable relevant notification toggles |
| 2FA setup fails | App time skew or invalid setup step | Re-run setup and verify device time |
Feedback and support routing
Use built-in feedback/support channels for:- bug reports
- feature requests
- onboarding/help requests
Legal and policy surfaces
Operators should keep Terms of Service and Privacy Policy references visible for:- workspace members and invited users
- partner/affiliate onboarding contexts
- customer-facing support or dispute workflows
Operational best practices
- review account security monthly
- remove unused connected providers
- validate notification routing after role changes
- keep notification routing aligned with your on-call/team process
- verify brand and profile consistency for customer-facing workflows
/user-guides/manual/workspace/workspaces-and-access/user-guides/manual/workspace/security-and-compliance