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.
6) Customize how reports are sent to your clients.
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.
6) Customize how reports are sent to your clients:
In Master Metrics, you can choose how your clients receive the information and reports you share with them, so the experience feels 100% like your brand—not ours. You have three ways to do this, and you can use them individually or in combination:
Send reports from your agency’s or marketing team’s email address, so your clients receive emails directly from your domain.
Send data from your company’s WhatsApp number—ideal if your team already communicates with clients through this channel.
Share a link with your agency’s domain, so when your clients open a report, they see your brand and not Master Metrics’.
Below, we’ll show you how to set up each of these options.
1. Connect WhatsApp and send data from your company's number.
With this integration, your clients will receive reports and updates directly from your agency's WhatsApp. Keep in mind that if you don't complete the connection, you'll still be able to send automatic messages from Master Metrics' WhatsApp number.
Before connecting, make sure of the following:
Have a WhatsApp Business number linked to your Meta Business Manager (Meta requirement).
The WhatsApp number must not be linked to any other software/application, with the exception of WhatsApp Business (Meta requirement).
Steps to connect your WhatsApp
Go to My Account within your Master Metrics account.
Go to the WhatsApp Settings section.
Click on Connect number of WhatsApp.
Link your WhatsApp Business account with Master Metrics
Choose your agency's business portfolio and the WhatsApp Business account you want to link
If you want to add a number, make sure you can receive a one-time code by phone call or SMS.
Confirm the connection and you'll see this notification:
Once verified, you'll be able to choose this channel as a delivery method when scheduling or sending a report. In the Sender section, you'll be able to choose which WhatsApp number reports are sent from.
To keep in mind
Keep in mind that you can only connect one WhatsApp number, so if you want to change the sender, you'll need to remove the connected phone and restart the process.
2. Connect your email inbox and send emails from there.
With this setup, the reports you send will reach your clients directly from your agency's email inbox, instead of a generic Master Metrics address.
Before connecting, you should know the following:
Master Metrics will not ask for your email password; it works through OAuth2.
Master Metrics will only request access to send emails under your domain, not to read them.
Note for organization accounts — if your Google Workspace account is managed by a company, your IT administrator may need to approve the Master Metrics app from the Google Workspace console before authorization will work.
Steps to connect your email inbox.
Go to My Account and then Custom Email.
Click on Set up.
Select your email provider. You can choose between Google Workspace and Microsoft Outlook.
Setup Steps:
Google Workspace
Microsoft Outlook
5. Once set up, you'll see your email connected in the Custom Email section and you can send test emails to make sure everything works correctly.6. Done! All that's left is choosing which reports you want to send using your email. In the Dashboards → Share → Via Email section, you'll need to choose the sender you want, whether emails are sent from your inbox or from a Master Metrics domain email.
3. Connect your custom subdomain
This option lets you share your report links/hyperlinks under your own agency/company's subdomain, instead of Master Metrics' domain.
Before connecting, you should know the following:
You'll need edit access to your domain management panel, so you may need to contact whoever is responsible for it.
DNS record propagation can take a few minutes. If verification isn't immediate, try again after a while.
Steps to connect your subdomain
Go to My Account and then Report Settings, then click on custom subdomain.
You'll be given 3 records to add to your DNS (Domain Name System).
Keep in mind that DNS record propagation can take a few minutes
After a few minutes, go back to the same section in Master Metrics and check the connection. You'll then be able to use your domain in the Public Links of your reports.
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