My account
My profile
Preferred name
The user’s name.
Account security
The user’s email.
Password
The user’s password.
Can be set after account creation, as an alternate method to sign in.
Appearance
Theme
Allows the user to switch between light and dark mode.
My referrals
Shows the user their referral link.
Send this link to someone and if they upgrade their workspace, you'll each get $100 in subscription credit.
There's no limit to the amount of credit you can get.
Each user account can hold referral credit when a new user upgrades their account having joined with their referral link.
User account credit may be assigned from a user account to a workspace.
Automatically apply referral credit
Is a switch, upon enabling a modal will open. The user can select one of the workspaces they belong to, to automatically apply their referral credit as soon as it enters their account.
My referral credit
Shows the user their existing referral credit.
Apply credit to workspace
Is a button. When clicked, opens a modal. Lets the user select a workspace and a dollar amount of credit to apply to the workspace.
Workspace settings
Name
The workspace’s name.
Domain
The workspace’s domain. Used for the dashboard and published pages.
Icon
The workspace’s icon. Will show on the dashboard and used as the favicon for published pages.
Business description prompt
A description of your workspace used as context for AI-generated content.
Team
Users invited to your workspace.
Click Invite team to send an invite code to a user’s email address.
Team members can perform all tasks the owner can, with the exception of modifying plan/billing settings, and changing core workspace settings.
Domains
Custom domains used for pages.
Default domain
Indicator for the workspace’s domain, controlled in Workspace settings.
Custom domain
When no domain is added, shows a switch to add a custom domain
Clicking the switch to add a custom domain shows a Domain name field.
The user can type in their custom domain and click Connect domain.
After the user adds a domain they will be given a set of DNS records to add to their domain’s DNS records.
Depending on the domain the user adds, they will be presented with different DNS records to add.
If the domain is a root-level or apex domain (no subdomain), due to limitations with DNS rules for root domains, there are two DNS records:
An A record to be used at the root, forcing non-www requests to redirect to www
A CNAME record to be used for www, letting us serve CDN content from their domain.
If the domain has a subdomain, there is only one DNS record:
A CNAME record, letting us serve CDN content from their domain.
After the user has added the domain records, they may need to wait up to 12 hours for their domain to verify and DNS changes to be propagated. But usually it happens much sooner, within 15 minutes.
The user can click Check status to force a check of their custom domain’s verification status.
After adding a custom domain, the user’s pages will be accessible from the domain they added.
Integrations
Calendar
Allows connecting a Google Calendar account to the workspace to create Google meeting links via the booking element on pages.
Ad platforms
Allows connecting a Meta Pixel for tracking funnel events in Meta Ads Manager.
API keys
Allows the user to create API keys for programmatic access to their workspace.
Data export
Lets the user export their contact data as a CSV file.
The user can click Export data and a download link containing the CSV file will be sent to their email.
It may take up to 5 minutes for the email to arrive.
Explore plans
Compares plans and lets the user upgrade their plan.
Billing
Control billing settings.
Plan
Displays information about the workspace’s plan.
Users can click Change plan to change their workspace’s plan
Billing period
Lets the user change their billing period between yearly and monthly.
Payment method
Lets the user change their account payment method, used for billing subscription.
Billing email
Lets the user change the billing email associated with their account
Billing address
Lets the user change the billing address associated with their account.
Change workspace
Lets the user switch between workspaces their account is a part of.
Log out
Lets the user log out of their account.
