Settings, security & data control

The Settings view controls your workspace: who you are, how you're notified, how secure your account is, how capture widgets behave, and what happens to your data. It's organized into tabs, each covered below.

Profile & notifications

• Profile — your name and contact details shown across the app.
• Notifications — choose which events you want to be told about (new leads, score thresholds, task overdues, and so on).

Security: change your password

1. 1Open the Security tab.
2. 2Enter your current password, then the new one (minimum 6 characters) and confirm it.
3. 3Submit. If you use Google sign-in only, no current password is required.

API keys, webhooks & capture

• API Keys — create, enable/disable, and rotate keys for the API, widgets, and webhooks (Business plan).
• Webhooks — review the inbound webhook delivery log, re-send failed events, and test receivers.
• Capture — see how your capture widgets are performing: views, conversions, and conversion rate.

Localization & brand

• Localization — set your timezone, date, and currency preferences so bookings, quotes, and reports match your region.
• Brand — adjust your workspace's branding details where supported.

Pro settings & the Danger zone

• Pro settings — advanced workspace preferences for power users.
• Load demo data — seed 48 leads and 5 campaigns to explore the app (one-time).
• Export data — download a full JSON export of your leads, campaigns, activities, bookings, competitors, messages, and scoring rules.
• Delete all data — permanently wipe your workspace data (GDPR erasure), deleting all related records in dependency order.

Next steps

• Set up API access and webhooks.
• Understand what each plan can do.
• Install capture widgets to feed your pipeline.