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Account Settings

Manage your account configuration, team, and billing from the Account Settings page. Access it by clicking the gear icon or navigating to Settings in the sidebar.

Account Settings​

General Tab​

The General tab lets you configure your account identity:

  • Account Name — Your organization's display name, shown in the account switcher and team invitations
  • Account Slug — Your URL-friendly identifier (read-only, set during account creation)
  • Account Avatar — Choose from 24 built-in icons or set a custom image URL. The avatar appears in the account switcher dropdown.

Team Tab​

The Team tab is your central hub for managing who has access to your account:

  • Active Members — View all team members with their account role, join date, and last login
  • Invite Member — Send invitations to new team members with a specific account role
  • Pending Invitations — View outstanding invitations, resend, or revoke them
  • Change Roles — Promote or demote members (Owner, Admin, Billing Admin, Member)
  • Remove Members — Revoke a member's access to the entire account

See Team Management for a detailed guide on roles and access control.

Billing Tab​

The Billing tab manages your subscription and payment information:

  • Current Plan — View your active plan and included limits
  • Upgrade/Downgrade — Change plans with an invoice preview showing prorated charges
  • Payment Methods — Add, remove, or set a default payment card
  • Invoice History — View and download past invoices as PDF
  • Stripe Portal — Link to Stripe's hosted billing portal for full management

See Billing & Plans for detailed information on plans, pricing, and overage charges.

Project Settings​

Each project has its own settings page, accessible from the gear icon in the sidebar when viewing that project.

General Tab​

  • Project Name — The display name for this project
  • Project Description — An optional description to help team members understand the project's purpose
  • Project Avatar — Choose from built-in icons or set a custom image URL
  • Danger Zone — Delete the project (cannot delete the default project)

Tracking Tab​

Configure email engagement tracking for this project:

  • Track Opens — Toggle invisible tracking pixel insertion for emails sent from this project
  • Track Clicks — Toggle link rewriting to track click-through rates

These settings apply to all emails sent from this project. They can be overridden per-message via the API.

Members Tab​

Control who has access to this specific project:

  • Project Members — View all members assigned to this project with their project role
  • Add Member — Assign an existing account member to this project with a role (Admin, Developer, or Viewer)
  • Change Project Role — Update a member's role within this project
  • Remove from Project — Revoke a member's access to this project without removing them from the account
note

Account Owners and Admins automatically have Admin access to all projects and do not appear in the project members list — they always have full access.

API Reference​

Account Management​

MethodEndpointDescription
GET/v1/accounts/meGet current account
PATCH/v1/accounts/:idUpdate account settings
GET/v1/accounts/:id/membersList account members
POST/v1/accounts/:id/members/inviteInvite a member
PATCH/v1/accounts/:id/members/:userIdUpdate member role
DELETE/v1/accounts/:id/members/:userIdRemove a member
GET/v1/accounts/:id/invitationsList pending invitations

Project Management​

MethodEndpointDescription
GET/v1/projectsList projects
POST/v1/projectsCreate a project
PATCH/v1/projects/:idUpdate project settings
DELETE/v1/projects/:idDelete a project
GET/v1/projects/:id/membersList project members
POST/v1/projects/:id/membersAdd a project member
PATCH/v1/projects/:id/members/:userIdUpdate project member role
DELETE/v1/projects/:id/members/:userIdRemove a project member

Next Steps​