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Settings

Configure your account profile, brands, billing, team, security, and developer tools.

7 min readUpdated Mar 15, 2026
What you'll learn
  • Update your profile and regional preferences
  • Manage brands, billing, and team access
  • Configure security, API keys, and MCP integrations

The Settings page is organized into tabs along the left sidebar. Which tabs you see depends on your plan and role.

Tab overview

TabAvailabilityPurpose
ProfileAll usersName, email, timezone, date format, account deletion
BrandsAll usersBrand portfolio management
TeamAll usersTeam members and invitations (Scale creates teams; others see upgrade prompt)
AgencyScale + agency modeClient health, audit logs
White-LabelScale + agency modeCustom domain, branding, client portal
BillingAll usersPlan, usage, add-ons, Stripe portal (shows "Upgrade" for free users)
EnterprisePaid usersCustom limits, SSO, dedicated support inquiry
SecurityAll usersPassword, 2FA, active sessions
DeveloperAll usersAPI key, MCP server setup (Scale required for full access)
ReferralReferral membersReferral code and tracking

Profile

Account Settings

FieldDescription
First NameHow you appear to teammates. Auto-saves as you type.
Email AddressYour login email. Click "Change" to update via a verification flow.

Feedback

Click Submit Feedback to report bugs, request features, or share ideas.

Regional Settings

Expand "Regional Settings" to configure:

  • Timezone - Affects when weekly reports are sent and how timestamps display
  • Date Format - Choose between MM/DD/YYYY and DD/MM/YYYY

Danger Zone

Expand "Danger Zone" to access account deletion. This permanently removes your account and all associated data.

Warning
Account deletion is irreversible. All brands, prompts, research history, and settings will be permanently removed.

Brands

Your brand portfolio management center. See the dedicated Brands documentation for full details.

  • View all brands with visibility stats
  • Add new brands or import in bulk
  • Toggle brands active/inactive
  • Organize brands into groups
  • Edit brand settings (name, aliases, favicon, location, market)

Team

Manage your team. On Scale, you can create a team, invite members, assign roles (Owner / Admin / Viewer), and restrict brand access per member.

On Free and Growth, this tab shows an upgrade prompt.

For full documentation, see the Teams & Access page.


Agency

Visible on Scale when agency mode is enabled. Provides:

  • Quick links to agency tools (client health, audit logs)
  • Team branding settings (agency name, logo)
  • Client management overview

Agency tools themselves live in the main sidebar under Agency.


White-Label

Visible on Scale when agency mode is enabled (or when white-label is active). Configure:

  • Custom domain - Host the client portal on your domain (e.g., ai.youragency.com)
  • Branding - Logo, colors, favicon, login page customization
  • Client settings - Welcome message, help links, methodology text

White-label portal costs +$49/client/month. See the White-Label Portal docs for the full setup guide.


Billing

Shows your current plan and manages your subscription. See Billing & Plans for full details.

  • View your current plan and usage
  • Upgrade or downgrade plans
  • Manage add-ons (extra brands, prompts, articles)
  • Access Stripe portal for payment and invoice management

For Free users, this tab is labeled Upgrade and shows plan options.


Enterprise

Visible to paid users. Request custom enterprise features:

  • Custom brand and prompt limits
  • SSO (SAML, OIDC)
  • Dedicated success manager
  • SLA guarantees
  • Invoice billing

Fill out the form to contact the Trakkr team.


Security

Password

Click to change your password. Minimum 8 characters.

Two-Factor Authentication

Team owners can require 2FA for all team members. When enabled, every team member must set up an authenticator app before accessing the account.

Note
This is a team-wide setting controlled by the owner, not individual 2FA.

Active Sessions

View all devices where you're currently logged in:

  • Device type (desktop, mobile, tablet)
  • Browser and approximate location
  • Last activity time

Sign Out Everywhere

Invalidate all sessions except your current one. Useful if you suspect unauthorized access or logged in on a shared computer.


Developer

API access and AI assistant integrations. Requires Scale plan (or beta API access flag) for full functionality.

API Key

Generate and manage your REST API key (sk_live_...). You can:

  • Generate a new key
  • Show/hide the key value
  • Copy to clipboard
  • Regenerate (invalidates the current key immediately)
Warning
Keep your API key secure. Do not share it publicly or commit it to version control. Regenerating invalidates the old key - any applications using it will stop working.

MCP Server

Connect Trakkr to Claude, Cursor, and other AI assistants via the Model Context Protocol. Click MCP Configuration for a guided 3-step setup.

Resources

Quick links to:

If you're on a plan below Scale, this tab explains what developer tools include and prompts you to upgrade.


Referral

Visible if you've joined the referral program. Shows your referral code, share link, and referral tracking stats.

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