SettingsUser Settings

User Settings

Manage your personal profile, notification preferences, and AI assistant settings.

User settings control your personal profile and preferences. These are specific to your account, not your workspace, so team members each have their own settings.

Accessing user settings

Click Menu at the bottom of the sidebar, then select your name (under it, Profile & preferences). Or navigate directly to /user-settings.

The user settings page with the Profile card and the Notification Preferences grid of email and push toggles
The user settings page with the Profile card and the Notification Preferences grid of email and push toggles

Profile

Update your personal information:

  • Contact name - your display name shown in the sidebar and to team members

  • Email address - your login email (changing this requires verification)

  • Notification email - optionally set a different email for notifications (if you want alerts sent somewhere other than your login email)

Notification preferences

Control which notifications you receive and how:

EventEmailPush
Report ready / updatedWhen a report finishes generatingBrowser push notification
Content Pack readyWhen your Content Pack finishes generatingBrowser push notification
New lead capturedWhen a new lead is capturedBrowser push notification
Campaign completedWhen an email finishes sending, and when an email pauses or a repeating email skips a send or pausesBrowser push notification
Posts ready for approvalWhen property feed posts are ready for approvalBrowser push notification
Credits running lowWhen your credit balance is running lowBrowser push notification
Scheduled post publishedWhen a scheduled post is publishedBrowser push notification

Toggle each notification on or off per channel. You can enable email notifications, push notifications, or both. Turning off Content Pack ready email stops the "Your Content Pack is ready" delivery email landing in your inbox when a pack finishes generating; turning off the push toggle stops the matching browser push notification. The two channels are independent, so you can keep one and silence the other.

Push notifications

To receive browser push notifications:

  1. Click Enable Push Notifications in your notification settings

  2. Your browser will ask for permission to show notifications

  3. Once enabled, you will receive real-time alerts even when the Market Trak tab is not active

Push notifications work in Chrome, Firefox, Edge, and Safari.

AI Assistant settings

  • Custom instructions - write permanent instructions for your AI assistant (see Memory and Instructions)

  • Memory toggle - enable or disable the auto-learning memory feature