How to access Account Settings? Using your initials in the bottom left corner is the quickest way to access your Account Settings. Below outlines the different sections of your Account Settings:
General
My Account
My Account
Your name
Your email
Change password
Notifications
Notifications
Optionally configure email notifications for personal account alerts:
Enable social post notifications
Manage daily digest emails
Team Members
Team Members
Invite or remove team members
Manage team member roles
Conversation Privacy
Conversation Privacy
(Admin Only) Add or manage email domains for conversation privacy
Analytics
Analytics
(Shopify Only) Customize your product cost settings
Plan Details
Plan Details
Track your Plan details (ie. Account Limits)
Projects
Collaborators
Users
Workspace Settings
New Features
New Features
Enable or disable new features
Payments
Payments
Add or remove a credit card
Check your current account balance
To request a Creator Fund invoice to deposit funds to your account balance, please fill out the form here.
Budgets
Budgets
Create and manage budget accounts
Review our Budget Setup Guide
Contracts
Contracts
Add approved brand signers for your contracts
Review how to use Briefs and Contracts together!
Content
Content
Create and manage content deliverables for your projects
Learn how to create
Set up your content fields for additional information during review
Message Templates
Message Templates
Manage all message templates in one place!
Create custom templates for general outreach.
To manage Automations or Project specific messaging, we recommend accessing the templates within your Project Settings.
Product Fulfillment
Products
Products
Import Products directly from Shopify
Upload a CSV of products (BETA)
Manage Products and settings
Brand Catalog
Brand Catalog
With the imported products, you can build Catalogs
Once the Catalogs are finalized and set to active, you can connect them to your Projects.
Learn more about setting up Product Catalogs.
