Basic Business Settings

To edit business and account info, open your account panel by clicking the business name/email address in the upper right corner of your dashboard.

Account and email in dashboard

Then choose Account Settings.

Account panel - account settings

In this section, you can change the way your business name displays on your campaigns, change your personal contact info, and set a password for non-Facebook logins. Anything you add to the Company Info section (such as address or VAT number) will be included on your invoices.

Account settings page

By clicking Business Settings from your account panel, you can check and reauthorize your Facebook and Instagram connection, and set up other integrations.

Account panel - business settings
Business Settings - Social 2024

Below the Social Media section is Automated Exports where you can connect your CRM for real-time data exporting or setup a webhook to use your own server.

Business settings - Automated exports

At the bottom of the page, you’ll see the Advanced section. Here you can add your Google or Facebook tracking info, setup your SMTP server and more.

Business settings - Advanced

If you need to delete the business you are currently managing as (shown in the upper right corner) from your account, click Delete Business.

Delete business button
Updated on June 21, 2024

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