Settings overview

Navigate workspace Settings: General, Appearance, Domains, Notifications, and plan-gated tools.

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Settings is the control center for your Pointerly account and the active workspace. Open it from the dashboard to manage your profile and security, customize how the product looks, connect custom domains, tune notification delivery, and configure growth tools (AI, extension, API keys, DM automation) when your plan includes them.

When you enter Settings, the main dashboard nav is replaced by a contextual bar: ← Settings plus sub-tabs filtered by your permissions and plan features.

What you'll do

Find the right Settings tab for account, appearance, domains, or notifications
Know which items are permission-gated vs plan-locked
Update your profile and security on General
Jump to deeper guides for Appearance, Domains, and Notifications

Before you start

Sign in and confirm the correct team in the workspace switcher
Owners and admins usually see more tabs; members may only see what their role allows
Plan features (for example custom domains, API access, AI) appear locked until you upgrade

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Settings hub showing ← Settings back link and sub-tabs including General, Appearance, Domains, and Notifications

How Settings is organized

Tabs are grouped conceptually as workspace, growth, and platform. What you see depends on:

Gate	Effect
Permission	Tab hidden if your role cannot `view` that module
Feature flag / plan	Tab visible but locked until the team has the feature (for example `custom_domains`)

Workspace

Tab	Path	What it covers
General	`/dashboard/settings`	Your profile, email, password, connected accounts, 2FA, sessions, account deletion; shortcut to Appearance
Appearance	`/dashboard/settings/appearance`	Theme, text size, module visibility, navigation layout, shortcuts
Teams	`/dashboard/settings/teams`	Switch and manage workspaces you belong to

Growth

Tab	Path	Notes
AI	`/dashboard/settings/ai`	Requires AI content feature + configure permission
Browser Extension	`/dashboard/settings/extension`	Plan feature `browser_extension`
Domains	`/dashboard/settings/domains`	Custom hosts for links, bio, and profiles
API Keys	`/dashboard/settings/api-keys`	Plan feature `api_access`
DM Automation	`/dashboard/settings/dm`	Plan feature `dm_automation` — see DM Automation defaults

Platform

Tab	Path	Notes
Reports	`/dashboard/settings/reports`	Report-related preferences
Deal Preferences	`/dashboard/settings/deals`	Requires Deals feature
Notifications	`/dashboard/settings/notifications`	Per-type email / push / in-app channels
Export Data	`/dashboard/settings/export`	Advanced analytics / export permission

Team-wide preferences (invite rules, deep-link defaults, danger zone for the team) live under team management, not only on General. Use Team overview when you need workspace membership and roles.

Step-by-step

Step 1 — Open Settings

From the dashboard, open Settings (sidebar / account menu, depending on layout).
Confirm the contextual nav shows ← Settings and the sub-tabs for your role.
Stay on General for account identity and security, or pick another tab.

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Dashboard navigation into Settings with General tab active

Step 2 — Update your profile on General

In Profile, set your display name and avatar (upload or URL).
Save when the form is dirty.
Use Email address to request a change if needed; verify via the confirmation flow Pointerly sends.
Use Password to change your password when signed in with email credentials.

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General settings page showing Profile and Email address sections

Step 3 — Harden security and review sessions

Under Connected accounts, link or unlink OAuth providers you use to sign in.
Enable Two-factor authentication (enroll, verify a challenge, manage factors).
Open Sessions to review active sessions and sign out of devices you do not recognize.
Only use Danger Zone if you intend to schedule account deletion (ownership transfer may be required for teams you own).

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General settings security area with 2FA and Sessions

Step 4 — Continue to high-impact workspace settings

Click Configure appearance (or the Appearance tab) to set theme, modules, and layout.
Open Domains when you are ready to brand short links or bio with your own hostname.
Open Notifications to choose email / push / in-app delivery per alert type — or go to Notifications to read the inbox.

Tips

Locked tabs mean the feature is on your plan roadmap, not a bug—open Billing to unlock.
Appearance and notification preferences are largely per user in the active workspace context; domain records belong to the team.
General is your personal account surface. Do not expect team name / logo here—those live in team settings flows.
After changing email or enabling 2FA, keep a recovery path (backup codes / second device) before you close the session.

Troubleshooting

Symptom	Likely cause	What to try
Missing Settings tab	Role lacks `view` for that module	Ask an owner/admin to adjust permissions
Tab shows lock / upgrade	Plan feature not included	Open Billing → upgrade or add the feature
Cannot edit Appearance	Missing `appearance` edit	You may still view; ask for edit access
Domains page is gated	No `custom_domains` feature	Upgrade, then retry Add domain
Changes seem for the wrong brand	Wrong active team	Switch workspace, then reopen Settings