Settings and Account Controls

The Settings page allows buyers to review and manage approved account configuration.

Available settings depend on buyer permissions, account type, enabled features, and whether a feature is in beta.

Common settings

Buyers may be able to view or manage:

• Company information.

• Billing contact.

• Operations contact.

• Technical contact.

• Notification preferences.

• Delivery method.

• Webhook URL.

• Google Sheets configuration.

• API key visibility or rotation request.

• Portal user information.

• Account pause or resume status when enabled.

Some changes may be read-only or may require support approval before taking effect.

Notification preferences

Notification settings may include:

• New lead alerts.

• Delivery issue alerts.

• Billing reminders.

• Quality claim updates.

• Compliance or support notifications.

• Weekly or monthly performance summaries.

Buyers should keep operational and billing contacts current to avoid missed notices.

Delivery configuration

Delivery settings may include webhook, Google Sheets, email, SMS, or CRM delivery details.

Before changing delivery settings, buyers should:

1. Confirm the new destination is ready.

2. Send a test delivery when available.

3. Confirm the receiving system stores the delivery ID.

4. Confirm required fields are mapped correctly.

5. Coordinate timing with internal teams.

API key handling

API keys and tokens should be handled securely.

Do not share API credentials in screenshots, browser tools, public tickets, email threads, or chat messages unless explicitly instructed through a secure process.

If a credential may have been exposed, contact support and request rotation.