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Settings

Mariano San Juan avatar
Written by Mariano San Juan
Updated this week

The Settings section in Master Metrics is where you can customize and manage your account preferences. Here you can adjust key aspects such as your personal details, language options, subscription plan, and specific settings for alerts.

By clicking on the account name, you can access the My Account or Log Out options.

If you click on My Account, you will have three options available:

1) Modify your profile.

2) Modify your plan.

3) Report settings.

4) View Alert integrations.

5)Team Management.

1) Modify your profile:

Here you can change your full name, email address, and password, as well as select your preferred language for the application (Spanish, English, or Portuguese).

2) Change your plan:

Here you can see the type of plan you need to sign up for; depending on the number of accounts, it can be basic, intermediate, pro, or pro plus.

Once you have signed up for the plan, you can view or modify it:

Here you can also download invoices, edit your payment method, or cancel your subscription:

3) Report Settings:

In the “Report Settings” section, you can define the currency in which you want to view the data within the dashboard.

It is important to note that this setting only changes the way the values are displayed, but does not convert them using the current exchange rate.

4) View Alert Integrations:

5) Team Management:
The Users and permissions feature is available for all Master Metrics plans at an additional cost of USD 20.

This option allows multiple people to work within the same account, assigning customized access based on each user's role or needs.

Users are ideal for:

Internal teams (e.g., analysts or managers).

Sharing access with agency clients.

Collaborating without having to share credentials.

Each user can have limited permissions, which means you can define which specific sections of the tool they can view or use, ensuring greater control and security over information.

From this section, you can:

Add new users to the account.

Define and edit access permissions.

Manage who can view or manage certain areas of the platform.

This feature is designed to facilitate collaborative work and adapt to the structure of each team or client.

To add a new user, go to My Account, Team Management:

You must select Invite User and complete the fields:

- Full Name.

- Email Address.

You can view the most frequently asked questions about Configuration:

Want to learn more? Find additional information, resources, and guides on our website: https://mastermetrics.com/

If you'd rather talk to someone from our team, feel free to book a call at your convenience: https://calendly.com/-mastermetrics-sales-support/trial

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