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Settings overview

An overview of the settings available for the platform

My account

My profile

Preferred name

The user’s name.

Account security

Email

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.

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