Settings and how to reach them

Settings and how to reach them

Gear ahead!!

Head over to the lower left corner of the application and press ⚙️


This will open a whole bunch of options:

Account: Not much to see here except the name of the account. That might change in the future

User profile: Your name, password reset and the possibility to change the password or sign in with SSO

Billing: Check out your billing cycle and amend it if necessary or reach out to your CSM

Users and access: Manage all the accesses to your account, change permissions and delete users

API Access: Create your API access tokens and manage them afterwards

Member fields: Let’s you create and manage your member fields

Data priority: Based on the prioritisation of channels (integrations connected) we'll be populating the data to your member fields.

Events: Customise event-based types, activities and fields just like member fields

Import: Import members via CSV using the template. Every upload is automatically tagged and retrievable via timestamp

Tags: Let’s you create and manage tags


If there is anything you would like to change or need help with, please contact your success manager, and in case you don't have one yet, please drop us an email at