Navigating the settings dashboard
The Settings dashboard organizes all configuration into five sections. Some sections are available to everyone; others are admin-only (marked with a lock icon in the sidebar).
Settings overview
Click Settings in the left sidebar to access the dashboard. The sidebar groups pages into sections:
Personal (all users)
Page | What it does |
|---|---|
Profile | Update your name, profile photo, and contact email/URL. Your contact info is shown to recipients when they view shared content |
Security | Change your password (not available for SSO accounts). View your account email |
Preferences | Set default search filters so the library is pre-filtered to content most relevant to you |
Workspace (admin only)
Page | What it does |
|---|---|
General | Edit your company name and team name. View workspace statistics (team members, content types, collections). Copy your workspace ID for API integrations or support requests |
Team Members | Invite new members, change roles (Admin/Member), remove users. New in V2: Restore removed users from the "Removed" tab |
Branding | Create and manage branding profiles with colors, logos, favicons, and social images. Set a default profile for sites and shared content |
Content Organization | Manage your taxonomy: funnel stages, content tags, content types. Enable optional fields: products, industries, regions, and personas |
Calls to Action | Create reusable CTA widgets that appear on shared content and sites. Three display styles: Personal Message (chat bubble), Full Width Banner, or Button Only |
Weekly Digest | Configure who receives the weekly email digest (all users, admins only, or nobody) and what it includes (monthly content and activity highlights) |
Integrations (admin only)
Page | What it does |
|---|---|
Analytics & Tracking | Add custom tracking scripts (Google Tag Manager, GA4, Intercom, Hotjar) to your shared content pages. Separate header and footer script injection |
Webhooks | Send real-time event notifications to external services. Supports URL endpoints and HubSpot custom events |
Custom Domain | Set up a custom short link domain (e.g., |
Billing (all users)
Page | What it does |
|---|---|
Subscription | View your current plan, billing interval, renewal date, and seat count |
Payment Method | View your card on file and download past invoices |
Data (admin only)
Page | What it does |
|---|---|
Bulk Import | Upload a CSV to import content in bulk with AI-powered field mapping |
What regular users see
Non-admin users see only 5 pages: Profile, Security, Preferences, Subscription, and Payment Method. All workspace configuration, integrations, and data management require admin access.
Key updated changes
If you're familiar with the previous settings layout, here's what changed:
Restored users — The Team Members page now has an "Active" and "Removed" tab. Removed users can be restored by clicking the Restore button
Branding profiles — Branding now supports multiple named profiles instead of a single global configuration. Set one as default
Content Organization — Reorganized into four tabs: Funnel Stages, Content Tags, Content Types, and Optional (products, industries, regions, personas)
Bulk Import — New Data section with the CSV import wizard
Webhooks — New Integrations section with HubSpot and URL webhook support
Preferences — New Personal section page for default search filters
Have questions?
If you have any questions about settings or need help with configuration, reach out to our support team.