Settings Overview
Manage your account, workspace, billing, team, and preferences in one place.
Settings Sections
Profile Settings:
- Update name/email, change password
- Manage profile picture, email preferences
Workspace Settings:
- Workspace name/description
- Approval workflow preferences
- Default brand, timezone, preferences
Billing & Plans:
- View current plan
- Upgrade/downgrade
- Payment methods, billing history
- Usage statistics
Publishing Accounts:
- Connect social media accounts
- Manage credentials
- Test connections, remove accounts
Integrations:
- Connect external tools
- Google Analytics, Mixpanel, HubSpot
- Zapier, Make, n8n, custom webhooks
Team Management (Agency):
- Invite team members
- Manage roles (Owner, Approver, Member)
- Remove members, transfer ownership
Audit Logs (Agency):
- View all workspace activity
- Track changes, monitor team actions
- Export logs
Accessing Settings
- Click profile picture (top right) → "Settings"
- Or go to Settings in sidebar
Settings Tabs
- Profile - Personal settings
- Workspace - Workspace configuration
- Billing - Plans and payment
- Publishing - Publishing accounts
- Integrations - External tools
- Team - Team management (Agency)
- Audit Logs - Activity logs (Agency)
Quick Settings
Change Password: Settings → Profile → Change Password
Update Email: Settings → Profile → Email
Connect Publishing Account: Settings → Publishing → Connect Account
Upgrade Plan: Settings → Billing → Upgrade
Invite Team Member: Settings → Team → Invite Member
Best Practices
- Keep profile current - Update email, name as needed
- Secure accounts - Use strong passwords, enable 2FA if available
- Review billing - Check usage, upgrade if needed
- Test connections - Verify publishing accounts work
- Manage team - Keep team list current
- Review logs - Monitor activity (Agency plan)
Next Steps
- Access settings from your profile menu (top right) or sidebar
- Update your profile, workspace, and billing information
- Connect publishing accounts and integrations
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