Settings and Support

Choose Settings at the bottom of the main sidebar. Settings opens Account by default. On mobile, open the navigation menu to find Settings and Support. Available settings and actions depend on your role and workspace access.

Account#

Account shows the signed-in email, password options, connected Google account, and account deletion action. Use this page for personal account access.

Preferences#

Preferences controls appearance, display name, language, and timezone preferences. Check the timezone when reviewing scheduled work.

Permissions#

Permissions lists actions the agent can run automatically. Review the available controls and previously granted approvals here. Actions that remain off still require approval; some actions always require it. Spending-related permissions can also have per-account caps.

This is separate from Team & Members, which manages who belongs to the team and their roles.

Team settings#

Select the right team in the settings sidebar before changing team-level information.

Credits and automatic top-up#

Open Settings → Credits to see your available balance and Usage History. Filter the history by added or spent credits and review each activity's status.

For Automatic Top Up, review the eligibility shown for your plan, set the balance threshold and top-up amount, then choose Apply. The threshold must be lower than the chosen top-up amount. Check the saved state or error message before leaving the page.

Use Plans & Billing when you need to review the subscription or payment method. A failed automatic top-up may require updating the payment method and saving the top-up settings again.

Ad account connections#

For a brand's ad account authorization, initial sync, and daily sync setup, return to the main navigation and open Connections. Workspace integrations in Settings serve a different purpose, such as connecting Slack.

Ask a question or contact a person#

For product instructions, ask in Chat or read the User Guide. To contact a person, choose Support directly in the main sidebar to open the in-app Help Scout messenger. On mobile, find Support in the navigation menu.

Include the page or conversation link, the selected brand, what you expected, and any visible error. If the messenger does not open, check whether browser extensions are blocking it and retry.

Common checks#

• Missing work: check the selected team and brand, page filters, and original conversation.
• Missing advertising data: check Connections and the reporting dates in Ad Monitor.
• Generation or schedule paused: check Credits and the relevant task's status.
• Missing settings action: check your role and workspace access with a team administrator.