Settings

Settings holds your personal controls and your team's shared ones. A list down the left groups them under You, Team, and Connect. This page says what lives where.

If a section you expect is missing, the reason is usually your role or your plan.

Which sections you see

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

Profile

Name and email holds your Name, which saves as you type, and your 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.

Times and dates holds your Time zone. Dates, times, and report schedules follow it. Trakkr shows dates month first.

Leave holds Sign out, which ends the session on this device. It holds Leave team for anyone who is not the owner, since the owner cannot leave. It also holds Delete account.

Send feedback at the foot of the page is for ideas and bugs.

Notifications

One table sets what Trakkr tells you and where. The Email column and the In Trakkr column each have switches. Your report sets how often the report email arrives. Alerts fire when visibility leaves its usual range two scans in a row. Waiting for you tells you when a fix or a draft needs your OK. Reddit digest and AI crawler digest are emails. Agency owners also get Pitch opens, which emails you when a prospect opens a pitch. Sign-in codes and billing notices always come.

Brands

The team portfolio. Add a brand sits at the top right. The menu beside it holds Add several brands, Import brands from a CSV, and New group. Below it: search, and a row of views (All, Live, Paused, then one for each group).

Each row has a menu with the brand's settings, Duplicate, Switch to the brand, Move to group, Pause tracking or Resume tracking, and Remove. Clicking the row opens the brand editor on its own page, where name and website, other names, markets, what it tracks, tracking, and removal live. See Brands.

Plan and billing

One page covers every account, whatever its plan. It leads with what happens next with money, then what the team uses against its limits. Payment holds the card, the company details on invoices, and Email me a receipt after each payment. Invoices lists every charge. Change or leave holds the moves between plans, Pay yearly, Pause, and Cancel.

Accounts without paid access see the plans and a way to upgrade on the same page. Team members who have not been granted billing see the inherited plan and their brand limit instead of controls, with Ask for a change to ask the people who look after billing. See Plans and billing.

People

Invite people sits at the top right. Members lists members and pending invites with a seat count. Each member's menu holds brand access, billing access, the role, and removal. What each role can do sets out the roles.

Name and sign-in holds the team name and, for owners, Require two-step for everyone. Reports and agency holds Agency mode for owners, and the branding for shared reports on plans that include it. Recent activity lists the team's last 20 changes.

See Teams for roles and access.

Agency

The old Agency section in Settings now opens the Agency workspace. It is in the sidebar once the team has agency access and agency mode is on. Agency mode is under People → Reports and agency.

Client portals

Owners and admins see a summary of Clients, What clients see, Brand, address and email, and Notes to clients. Invite a client sits at the top right. Edit links open Client portal setup, which has seven sections.

Open Client portal setup to manage the custom domain and check its DNS and SSL status as it is set up. See the White-label portal guide.

Custom plans

To ask about a custom plan (more brands or seats than a plan holds, single sign-on, or a yearly contract), open Plan and billing and choose A custom plan under Change or leave. It opens a message to the Trakkr team. Old ?tab=custom and ?tab=enterprise links land on that row. Accounts on a contract see their own contract details there instead.

Referrals

Open Referrals to get your link with Get my link. Once you have one, the page shows your link, what you have earned, your payouts, and the teams you sent.

Security

Four groups.

Signing in shows how you sign in, lets you set or change a password, and holds the Two-step check. Turning it on or off takes a 6-digit code emailed to your address. Once it is on, Trusted devices lists the devices that skip the code, and each one can be forgotten.

Where you're signed in lists your devices with browser, operating system, and last activity. A button there signs out every other device at once.

Account activity lists sign-ins, password changes, and other security events. Teams using Gmail outreach also get a connected mailbox card here.

An owner makes two-step compulsory for the whole team under People → Name and sign-in, with Require two-step for everyone. It applies at sign-in, so nobody has to set anything up first.

API and MCP

Assistants that can read your brand lists each assistant you have connected, with Revoke beside it. Add Trakkr to another app gives the steps for Claude, ChatGPT, Cursor, Codex, and more, and Add to Claude at the top right opens the first of them. Local tools that cannot sign in use a Connect token: Show it, Copy it, or Replace the token if it leaked. Replacing it disconnects only the assistants you added with it.

REST API below it needs Scale. Make a key gives you one key per person, shown once. Replace breaks any integration still using the old key. The docs link at the top of the group goes to the MCP Server Guide and the API Documentation.

Common questions