Settings
Configure your account profile, brands, billing, team, security, and developer tools.
- 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
| Tab | Availability | Purpose |
|---|---|---|
| Profile | All users | Name, email, timezone, date format, account deletion |
| Brands | All users | Brand portfolio management |
| Team | All users | Team members and invitations (Scale creates teams; others see upgrade prompt) |
| Agency | Scale + agency mode | Client health, audit logs |
| White-Label | Scale + agency mode | Custom domain, branding, client portal |
| Billing | All users | Plan, usage, add-ons, Stripe portal (shows "Upgrade" for free users) |
| Enterprise | Paid users | Custom limits, SSO, dedicated support inquiry |
| Security | All users | Password, 2FA, active sessions |
| Developer | All users | API key, MCP server setup (Scale required for full access) |
| Referral | Referral members | Referral code and tracking |
Profile
Account Settings
| Field | Description |
|---|---|
| First Name | How you appear to teammates. Auto-saves as you type. |
| Email Address | Your 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.
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.
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)
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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