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Account settings

To change the settings of any of your accounts, from the Accounts tab click on the name of the account you wish to change.

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This brings you to the account command center where you can connect data sources (advertising networks), and NinjaTrack numbers and set up reports.

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From the Account Command Center, clicking on the “Settings” button will open up a new menu with a number of advanced account settings.   

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Account

Here you can update details of the account like Company logo, company icon, name and contact details.  You can also assign an account owner from the Accounts tab, and assign custom tags for each account:

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Dashboard

Under the Dashboard tab in the Account settings, users can invite dashboard users to access the client-facing dashboards.  To create a dashboard user, click on the “Add Dasuboard User" button:

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Users that have accepted your dashboard invitation will show up on under the “Users” tab and users that have just been invited will be under the “Invites” tab.

A valid email address is required in order accept a dashboard invitation.  When a user is invited, an activation link will be sent via email in order for them to accept the invitation and set up a password.

Localization

Here you can customize the time zone, date format and currency and for your client’s account.

Call tracking

This is where you will find all of the advanced settings for call tracking for your client:

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Advanced

Under the “Advanced” account settings, users can update Google, Bing, Facebook margins, set Facebook conversion windows and select a primary Facebook conversion action.

 

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