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Settings Reference
A flat list of every panel under Settings, what it does, and who can access it.
The Settings area is a single top-level link in the sidebar. Most settings live as tabs inside /settings; a few (Integrations, Libraries) are separate top-level pages because of their size or because they apply across both org and per-user concerns.
Tabs in the Settings page (/settings)
| Tab | What it does | Who can access |
|---|---|---|
| General | Org info, monitoring schedule, integrations summary, shared image libraries, org-wide email notification toggles (suspension/verification/new review etc.), customer onboarding settings, agency-manager invitee email, GA4/Search Console support email. | Owner / Admin |
| Team | Invite, role, scope, remove members. See Team Management. | Owner / Admin |
| Default Assignees | Who gets new cases or tasks of a given type by default. | Owner / Admin |
| Task Templates | Saved sets of tasks that auto-populate when a new case is opened from a template (e.g. "monthly local SEO cycle"). Path: /settings?tab=templates. | Owner / Admin |
| My Notifications | Personal notification preferences — what triggers email vs. in-app for the signed-in user. Each member tunes their own. | All users |
| Service Catalog | Your sellable services — name, description, price, billing interval, attached onboarding template. See Service Catalog. | Owner / Admin (billing:manage) |
| GitHub | GitHub integration for web-dev workflows. | Owner / Admin (gated by feature flag) |
| Referrals | Referral program configuration and tracking. See Referrals. | Owner / Admin |
| Branding | App name, logo URL, primary brand color. For agency-partner orgs, this tab also contains a White Label — Custom Domain subsection for adding and verifying white-label custom domains. See Custom Domains. | Owner / Admin (settings:manage) |
| Stripe Connect | Connect your Stripe account, view connection status (charges_enabled / payouts_enabled), configure storefront settings (storefrontEnabled, storefrontSlug, storefrontPlansEnabled). See Stripe Connect and Storefront. | Owner / Admin (billing:manage) |
Top-level Settings pages (not tabs)
These have their own routes because of their scope or size:
- Integrations (
/settings/integrations) — OAuth connections to Google, GA4, Search Console, Facebook, Instagram, etc. See Connecting Google and Connecting Social. - Libraries (
/settings/libraries) — shared image libraries (assets your team reuses across clients). See Shared Libraries.
Plan & Billing
Plan tier, payment method, invoices, usage. This lives on Billing in the sidebar (not under Settings). See Plans & Billing.
🚧 Coming Soon — vote at /roadmap
Activity Log tab — audit trail of who changed what, when, for compliance and troubleshooting.
🚧 Coming Soon — vote at /roadmap
API Keys & Webhooks tabs (Enterprise) — programmatic API keys and outbound webhooks for integrating the platform with internal tools.
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