Open Settings from the gear at the bottom of the sidebar, or press Ctrl+, (Cmd+, on a Mac). It has eight tabs, and this page says what is on each one and where to look for a particular setting. On tabs with preferences, choose Save changes at the top of the page to keep what you changed.
Find a setting fast
| You want to | Go to |
|---|---|
| Switch light or dark theme, or change the currency or date format | General |
| Change your email or password, or remove a device | Account |
| Choose which cards appear on the dashboard, or tune the risk score | Dashboard |
| Set reminder days, reminder time or quiet hours | Notifications |
| Add your own sectors, tabs or columns | Builder |
| Back up to Google Drive or Dropbox | Integrations |
| Download a backup, restore, or clear this device | Data |
| See your plan, license key and limits | Plan and license |
General
- Appearance. Theme (light or dark) and Table density, which sets how tightly rows are spaced.
- Regional. Default currency, used for new entries and dashboard totals. Week starts on, for the calendar. Time zone, used to time your reminder emails. Date format. Expiry warning threshold, which flags a domain as expiring soon when it is this many days from its expiry date.
Account
Sign out, export your account data, change your email or password, manage your devices, and delete your account. See download your data, change your email or delete your account and seats and devices per plan.
Dashboard
- Dashboard KPI cards. Tick the stat cards for the top row and use the arrows to reorder them.
- Dashboard widgets. Tick the cards and charts below, and use the arrows to set the order within each row.
- Risk scoring. Each item gets points for the problems it has. Raise a number to make that problem count for more. See How the risk score works.
Notifications
Email alerts, desktop notifications, reminder days and time, quiet hours, reminder history, snoozed items and the SSL monitor. See set up renewal alerts and why I am not getting reminders.
Builder
Your own sectors, sub-categories, sidebar tabs and table columns, on the Pro and Team plans. See Customize sectors, categories and columns.
Integrations
- Backup to Google Drive or Dropbox (Pro and Team). See back up to your own Google Drive or Dropbox.
- Team chat alerts for Slack, Discord, Microsoft Teams and Telegram are shown as coming soon for the Team plan.
Data
Download a backup file, restore from one, use the recovery point, view the activity history, and the Automatic backup settings. The danger zone has Reset settings and Clear this device. See backups and recovery inside the app and where your data lives, and using several devices.
Plan and license
Your current plan, license key, what you use against what your plan includes (items, domains, wishlist, devices), the app version and where your data is kept. To enter a key, see activate your license or AppSumo code, and for the limits see what each plan includes.
Where settings are stored
Your preferences are saved to your account, so a new browser or device picks them up when you sign in. Things tied to the device itself, such as the Google Drive or Dropbox connection and automatic backup copies, stay in that browser.
Common questions
I changed a setting and it reverted. Choose Save changes at the top of the page before you leave the tab.
Why can I not see the Builder or Integrations options? They are part of Pro and Team. On other plans the tab explains what is needed.
How do I put everything back to defaults? Open Data and choose Reset settings. Your items stay.
Where is the risk score setting? On the Dashboard tab, under Risk scoring.