Account Settings

Account Settings. All you need to know.

In your account settings, you can add your account information, manage your websites, activate and manage White Label analytics, or find an overview of your invoices. For more information, please select one of the articles below:

1. Managing Your Account Info
2. Managing Your Account Website(s)
3. White Label Our Platform
4. Managing Your White Label Commission
5. Managing Your Invoices
6. Managing Your Privacy Consents

To update or add your business and billing information, click on Edit Information. The form contains 13 fields, four of which are mandatory: Company Name, First name, Last name, and Country. 

You can also provide your company website and VAT Identification Number (if applicable). The address section is divided into four fields: Street & Street Nr., Zip Code, City, and State.

Additionally, there are three dropdown menus to describe your business:

1. Business Type: Select the category that best describes your business.
   • Solopreneur
   • E-Commerce
   • Agency/Consultant
   • Non-Profit Organization
   • Public Sector
   • Software/Tech
2. Business Size: Indicate the size of your business by selecting the appropriate range.
   • 1-10
   • 10-50
   • 50-250
   • 250-1000
   • >1000
3. Business Sector: Select the sector that most accurately represents your business.
   • Administration & government
   • Architecture & engineering
   • Arts, media & entertainment
   • Business & finance
   • Cleaning & maintenance services
   • Community & social services
   • Construction
   • E-commerce
   • Education
   • Farming, fishing and forestry
   • Food, Restaurants & Hotels
   • Healthcare
   • IT & Technical
   • Legal services
   • Management
   • Production
   • Sales
   • Transportation
   • Other

To add a new website, click the Add new website button on the upper right corner of the Account Settings. 

You'll be redirected to this onboarding screen.

When adding a new website to your account, you must select the suitable website source. Follow these steps to select the platform on which your website was built:

1. If you built your website with Wix or Weebly, choose the appropriate button. You will then be sent to the Wix or Weebly dashboards. If you want to know how the application can be added to a Wix or Weebly website, please click here and select the corresponding platform. The Wix or Weebly website will then be added to your account after that.
2. If you built your website with WordPress or any other HTML-website, select No, I Don't Use Any Platform From Above. In the second step of the onboarding process, you will be prompted to enter the URL of your new website. If you require further assistance with installation, please refer to our dedicated support section here.

Important Note Upfront: This is only possible if you have access to an admin account on a website. 

If you are really sure about deleting a website from your account (this action cannot be reversed, nor can we re-establish data once it's deleted), you have to click on the 3-dot "meatballs" menu for the relevant website. If you are the admin of this website, you will then see a little "trash" icon and the command "Remove Website" at the bottom of this menu. If you click this trash icon, a new modal will open asking you to confirm the website deletion by entering your password.

At this point, the application differentiates between four roles:

1. Owner: Someone who can access all available settings for a website (even reset its data, delete it, etc.). You are an owner if you are the person that added the website to your account and invited others.
2. Website Editor: A person that was added to "contribute" to a specific website. This role can edit most of the settings for the website, but cannot reset or delete it.
3. Website Watcher: This contributor type has "read only" permissions - they can see all information, but are completely restricted when it comes to changing anything.
4. Dashboard Viewer Only: This user can only view the exact data that the admin is filtering/segmenting for. Dashboard viewers do NOT have the ability to update the dashboard's data nor can they click on links taking them to other features inside the platform.

Once you select Manage Website Contributors, you will be brought to another page where the contributors’ names and email addresses are displayed on the left and their contributor roles are on the right.

To modify the current contributors’ roles (only possible as an owner), click the dropdown menu and select the new role.

To add a new contributor, go to the Add a New Contributor section, enter the email address of the person you would like to invite, and specify their account role. Click the Invite Contributor button.

To remove a contributor, click the no symbol icon next to the contributor’s name.

Pending invitations are shown on the lower right.

The "White Label" feature enables you to offer our platform's featuress to your customers within your own branding.

By selecting any of the White Label-related menu options at the top of your Account Settings, you will be led to a modal from which you can opt to "Try the Free Plan of White Label". Or, if you already have active White Label websites, these options will instead lead you to a range of information, settings, and options related to your White Label websites. 

Once active, this White Label section of your settings will enable you to set up your own theme, enable this theme for the desired website(s) in your list, and invite your related customers to check their website stats within a customized interface.

Make sure you enable the White Labelling for your account - it is free for one website, so why not give it a try?
 

How to Provide All Our Features to Your Clients in Your Own Branding

1. Add all your clients' websites to your account, then enable this White Label feature
2. Set up up your own theme, by selecting the "White Label Theme" option at the top of Account Settings" and:

• Defining a custom URL, email addresses, and legal links, so that your contributors can see the platform as being yours from start to finish
• Adding your own logo, which will replace the classic one in the header
• Selecting the most suitable color palette for your platform
• Selecting the desired font to be displayed across the entire platform
  Note: The custom theme you set up will only be available for the enabled website(s).

Important Notes

• If you have a "Standalone" website, invite a contributor, and then apply the White Label theme, all contributor accounts are converted to "white-label contributor accounts" (the website disappears from the website seletor in the original contributor account and is from now on only accessible via the subdomain login). Of course, the original contributor account will still exist - it simply does not have the website anymore when logging in via the default visa login.
• If the White Label theme is removed from/deactivated for a White Label website, all Whitel Label contributor accounts will be deleted and the website owner will have to re-invite all contributors for the "Standalone" website.

• Once this is complete, you can start adding contributors, with Editor or Watcher roles.
  
  Note: Make sure the website is White Label enabled before sending a contributor invitation, so that the user receiving it can register/log into your own custom defined URL and see the customized interface you have defined.
   
• A commission from the purchased plans (Basic or higher) for each White Label-enabled website is extended to you
  Note: Make sure the website is enabled, before the subscription is purchased, in order to benefit from the commission. Otherwise, it will only be applicable at the next payment cycle.

This tab allows you to effortlessly manage any White Label websites you have set up. The section is organized into six columns that provide detailed information on each website:

• Website: Shows the website URL and the number of contributors
• Tracking Data: Indicates whether data tracking is active.
• White Label Theme: Features a toggle button that allows you to enable or disable the White Label Theme
• Pricing Plan: Shows the active pricing plan
• Contributors: Displays a list of all contributors. Active contributors are represented by colored circles. Pending contributors are shown in grey circles with a number, indicating how many individuals have been invited but have not yet accepted.
• Your Role: Displays your current contributor role

Note: On the top right of the table, you'll find the filter option that allows you to search by URL or by White Label Status.

Once you have activated white labeling and subscribed each website to at least a Basic plan, you will receive a commission of at least 15%of the amount (depending on the White Label plan you have active for your account, which you can manage from the My Account tab).

This commission can be monitored and managed from the White Label Commission tab in the top menu of your Account Settings. Here, you can also upgrade the package for each of your White Label websites. 

The commission is accumulated at each payment cycle - so, if the website's plan is paid monthly, you will get minimum of 15% summed on a monthly basis (or yearly for annual licences). In order to access your commission payouts, you will need to send us a bill at the end of each quarter containing the displayed commission amount.

Important Note: Make sure the website is White Label enabled before the subscription is purchased, in order to benefit from the commission. Otherwise, it will only be applicable at the next payment cycle.

This table provides you with a list of all your invoices. The data is organized into the following columns:

1. Billing Date: Date that the invoice has been created
2. URL: Refers to the URL of the website this bill refers to
3. Amount: The billing amount in USD (further currencies will be available soon)
4. Status: Status of the payment (paid, unpaid, etc.)
5. View: Need a copy of your invoice? Just click the download icon next to it. You'll be able to view the invoice as a PDF and save it to your device.

Important Notes Upfront:

• These invoices only refer to "non-Wix websites". The billing for Wix websites is done separately on Wix.
• This view includes all invoices from all websites added to your account. If you want to have a list of only website specific bills, please go to Website Settings > Subscription > Invoices.

We use YouTube to play videos (i.e. explanation videos of features), which are directly embedded within the application. When you revoke the option to play embedded YouTube elements, we will most likely show you a version that is stored on our website. In this case, you will not be able to see comments or any other video interactions. You can also always watch the videos directly on Youtube.