Preferences
The Preferences section lets you keep your product information up to date and control who on your team can access it. To get started, sign in and click Preferences in the left sidebar. That brings you to the Product Settings page, where you’ll see two tabs:
- Product Profile
- Users and Permissions
You can follow these tabs and make any changes you need.
Product Profile
In this tab, you can update the core information that appears on your product page. The following sections are editable:
- Product Name: The name shown to users
- Product Public URL: Your shareable link for customers
The Product Public URL is not editable. It is a system-generated link automatically created based on your product name.
Click Save at the top right to apply any changes.
Users and Permissions
Use this tab to invite team members and set their access level:
- Search bar: Find an existing user by name or email
- Add New User: Enter an email and choose a role to invite someone
- Client: The user’s email address
- Job Title: Their role or position
- Phone Number: Contact number for that user
- Role: Select Viewer or Editor to control permissions
- Actions: Use the edit icon to change a role or the trash icon to remove a user
Changes take effect as soon as you save or update a user’s role.
FAQs
How do I access the Product Settings page?
Click Preferences in the left sidebar to open Product Settings.
How do I save changes to my product profile?
After editing any field under Product Profile, click Save at the top right.
What is the difference between Viewer and Editor roles?
A Viewer can only view settings, while an Editor can make and save changes.
How do I invite a new user?
Go to the Users and Permissions tab, click Add New User, enter their email, choose a role, and save.
How do I remove or delete a team member from my product settings?
To delete a team member, open Preferences from the sidebar and go to Product Settings. In the Users and Permissions tab, locate the member you want to remove, then click the trash bin icon in the Action column. Confirm the deletion when prompted, and the user will be permanently removed from your account.
How can I find an existing user?
Use the Search bar in the Users and Permissions tab to filter by name or email.