Settings

Settings holds your personal controls and your team's shared ones, split across a tab list down the left. This page says what lives where.

Four tabs are conditional. If one you expect is missing, the reason is usually your plan or your role.

Which tabs you see

When Trakkr cannot refresh your team or plan, a notice above the tabs offers a Retry. Try that before reading a missing tab as lost access.

Profile

Everything here is one card called Account settings, one row per control.

Profile holds your First name, which saves as you type, and a read-only Email address with a Change button beside it. Changing it sends a confirmation to both the old and the new address, and the change lands when you click the link in either one.

The rows below are Submit feedback, for ideas and bugs, and Weekly visibility report, a switch for the weekly email of scores and rankings. Agency owners also get Pitch open alerts, which emails you when a prospect opens a pitch.

Regional settings expands to Timezone, which report schedules also use, and Date format, offering MM/DD/YYYY, DD/MM/YYYY, and YYYY-MM-DD. Danger zone expands to Delete account. Sign out ends the session on this device, and Join referral program appears until you enroll.

Brands

The team portfolio. The header carries Brand to add one, Group to create a group, and a ... menu with Quick setup and Import from CSV. Below it: search, an All / Live / Paused filter, a group filter, and a List or Groups view toggle.

Each row has a tracking switch and a menu with Edit brand, Duplicate, Switch to brand, Move to group, and Pause tracking. Clicking the row opens the brand editor on its own page, where identity, markets, name variants, tracking, and deletion live. See Brands.

Billing or Upgrade

Without paid access the tab reads Upgrade and shows the plan picker with a Monthly and Annual toggle. With paid access, or while paused, it reads Billing and shows the live account.

The paid view leads with the plan card: status, next charge, and a link into the Stripe portal. Below it sit the usage and add-on rows, invoices with a PDF for each, an Email me paid receipts switch, and a quiet footer row for switching plan or canceling.

Team members who have not been granted billing see the inherited plan and their brand limit instead of controls. See Plans and billing.

Team

The People card lists members and pending invites with a seat count, and Invite opens the invite modal. Each member's menu holds Brand access, Billing access, the role switch, and Remove from team.

Around it sit Team name, an Agency mode switch for owners, a Branding card on Scale, a Team activity log, an SSO and SAML pointer to the Custom tab, and Leave team for non-owners.

See Teams for roles and access.

Agency

Appears only when the team has agency access and agency mode is on. It confirms agency mode is active, points at White-Label settings for client access, and shortcuts to Demos and Brand Comparison. The portfolio work lives under Agency in the sidebar.

White-Label

Seven sections down one side, for owners and admins.

The custom domain sits in a banner at the top of the tab, reporting DNS and SSL status as it is set up. See the White-label portal guide.

Custom

Paid accounts see Custom. Self-serve accounts get the enterprise picture: rollout, security review, stakeholder outcomes, and a way to book an architecture session. Accounts on a managed contract see their own account frame and a route to their account team instead. The older ?tab=enterprise link still opens this tab.

Referral

Appears once you join the program from Profile. It holds your referral links with an Activate and Deactivate control, a conversion funnel, your earnings, achievements, and referral history.

Security

Four sections.

Sign-in shows how you sign in, lets you set or change a password, and holds the Two-factor authentication switch. Turning it on or off requires a code emailed to your address.

Devices lists where you are signed in, with device, browser, operating system, rough location, and last activity. Sign out all other devices ends every other session, and Forget all trusted devices clears the ones two-factor is skipping.

Team security is owner-only, and holds Require 2FA for the whole team. It applies at sign-in, so nobody has to set anything up first.

Account activity lists recent security events. Teams using Gmail outreach also get a connected mailbox card here.

Developer

MCP Server is the top half. Everyone on a paid plan generates their own connect token, which links AI assistants to their own Trakkr account rather than the team's. Show it, copy it, see the assistants using it, disconnect one, or regenerate the token, which disconnects only your own. MCP configuration opens the setup walkthrough for ChatGPT, Claude, Cursor, and Codex.

REST API Key below it needs Scale. Generate, show, copy, or regenerate it; regenerating breaks any integration still using the old key. Resources links to the MCP Server Guide and the API Documentation.

Common questions

Why is the Agency tab missing?

It needs both agency access on the plan and agency mode switched on, which the owner does from Settings → Team.

Why does my billing tab say Upgrade?

Because the account has no paid access right now. A paused subscription still reads Billing, so you can resume it.

Why can't I see the White-Label tab?

It is limited to team owners and admins on a team with white-label or agency access. Viewers do not get it at all.

Where did the brand editor go?

Onto its own page. Click a brand row on the Brands tab, or follow an old ?edit= link and Trakkr redirects you there.