Settings & Account
The Settings section controls your organization's configuration, connected platforms, team members, billing, and personal account preferences.
Organization Settings
Go to Settings in the sidebar to access organization-wide settings.
General Settings
| Setting | Description |
|---|---|
| Organization Name | Your business name displayed throughout the app |
| Organization Slug | Your unique URL identifier (cannot be changed after creation) |
| Industry | Used to tailor AI content suggestions |
| Website URL | Your primary website |
| Time Zone | All scheduled posts use this timezone |
Brand Settings
| Setting | Description |
|---|---|
| Logo | Shown in the dashboard and client-facing exports |
| Brand Colors | Primary and accent colors for AI image generation |
| Brand Voice | Default tone for AI content (overridable per campaign) |
| Brand Description | What your business does — used to prime AI content generation |
| Target Audience | Who your content is directed at |
| Content Blacklist | Words or topics the AI will never include in generated content |
Platform Connections
Go to Settings → Platforms to view and manage all connected social media accounts.
Each platform card shows:
- Connection Status — Connected, Reconnect Needed, or Not Connected
- Connected Account — the username or page name
- Last Active — when Automrktr last successfully posted to this platform
- Actions — Reconnect, Disconnect, or view settings
See [Social Media Management](./02-social-media-management.md) for full connection instructions.
Team Members
Go to Settings → Team to manage who has access to your account.
Inviting a Team Member
1. Click Invite Member.
2. Enter their email address.
3. Select their role (Owner, Admin, Member, or Viewer).
4. For agency accounts, optionally restrict which clients they can see.
5. Click Send Invite.
The invitee receives an email with a link to accept the invitation and set their password. The link expires after 7 days — resend it from the Team page if needed.
Roles & Permissions
| Role | Manage Posts | Manage Campaigns | Manage Settings | Manage Billing | Manage Team |
|---|---|---|---|---|---|
| Owner | ✓ | ✓ | ✓ | ✓ | ✓ |
| Admin | ✓ | ✓ | ✓ | — | ✓ |
| Member | ✓ | ✓ | — | — | — |
| Viewer | Read only | Read only | — | — | — |
Removing a Team Member
1. Find the team member in the list.
2. Click the menu (⋯) and select Remove.
3. Confirm. Their access is revoked immediately.
Posts and content they created are retained and can be managed by other team members.
Changing a Member's Role
1. Click the team member's name.
2. Use the Role dropdown to select a new role.
3. Changes take effect immediately — no need to save.
Personal Account Settings
Access personal settings by clicking your avatar in the top-right corner and selecting Profile.
Profile
| Setting | Description |
|---|---|
| Full Name | Your display name in the app |
| Email Address | Your login email (changing requires email verification) |
| Avatar/Photo | Upload a profile picture |
| Time Zone | Personal time zone preference (overrides org setting in your view) |
| Notification Preferences | Which notifications to receive and how |
Changing Your Password
1. Go to Profile → Security.
2. Click Change Password.
3. Enter your current password, then your new password twice.
4. Click Update Password.
Two-Factor Authentication (2FA)
Available on Growth and higher plans.
1. Go to Profile → Security.
2. Click Enable Two-Factor Authentication.
3. Scan the QR code with an authenticator app (Google Authenticator, Authy, 1Password, etc.).
4. Enter the 6-digit code to confirm setup.
5. Save your backup codes in a safe location.
Active Sessions
Go to Profile → Security → Active Sessions to see all devices currently logged in.
- Click Revoke on any session you don't recognize.
- Click Revoke All Other Sessions to sign out all devices except your current one.
Notifications
Configure which events trigger notifications in Profile → Notifications:
| Notification | Default | Description |
|---|---|---|
| Post published | On | When a scheduled post goes live |
| Post failed | On | When a post fails to publish |
| Post needs approval | On | When a post is submitted for your review (approvers only) |
| Campaign auto-generated | Off | When auto-generate creates a batch of posts |
| Email campaign sent | On | When an email campaign finishes sending |
| Email bounce spike | On | When bounce rate exceeds threshold |
| Credit balance low | On | When AI credits drop below 20 remaining |
| New team member | On | When someone accepts an invitation |
Notifications are delivered in-app. Email notifications can be toggled in the same settings panel.
Deleting Your Account
This action is permanent. All posts, campaigns, analytics, and subscriber data will be deleted after a 1-day retention window.
1. Go to Settings → General → Danger Zone.
2. Click Delete Account.
3. Type the confirmation phrase shown.
4. Click Permanently Delete.
If you have an active subscription, it is cancelled immediately. No refund is issued for unused time.
Data Export
Before deleting your account (or for compliance purposes), you can export all your data:
1. Go to Settings → General.
2. Click Export My Data.
3. Automrktr compiles a ZIP file containing:
- All posts (CSV)
- All campaigns (CSV)
- All subscribers and email history (CSV)
- Analytics data (CSV)
- Uploaded media (ZIP of images/videos)
4. You'll receive an email when the export is ready to download.
Export generation may take up to 24 hours for large accounts.
Need more help?
Our support team is available to answer your questions.