Settings
Manage portal-level settings, referrals, and approved account connections
What Settings Is For
Settings is the place for account-level controls that do not belong to one website, one report, or one invoice.
In client mode, that often includes:
- referral or affiliate settings
- approved account connections
- simple portal preferences
This is the page to open when the question is about account setup, not daily content work.
Connections You May See
Some client accounts can connect services such as:
- GoHighLevel
- Google Drive
Your exact options depend on what your agency enabled.
What These Connections Usually Affect
Connections can affect things like:
- data sharing
- file access
- lead or CRM syncing
- what your agency tools are allowed to see or use
Notifications
The portal has a notification bell that surfaces alerts across five categories:
| Category | Covers |
|---|---|
| Leads | Appointments booked, website form submissions, weekly lead summary |
| Billing | Upcoming renewals, overdue invoices, failed payments |
| Intelligence Credits | Low balance and exhausted balance warnings |
| Connections | Third-party connections that have expired or are expiring soon |
| Reports | Digest-style weekly summaries |
From Settings → Notifications you can turn push notifications on or off overall, or per category. Overdue invoices, failed payments, and expired connections can also reach you by Critical SMS — turn it on and confirm the phone number that should receive those texts.
Push notifications only arrive on a device where you've installed the portal app and allowed notifications — see below.
Install the Portal as an App
The portal can be installed as an app for a full-screen experience without browser chrome:
- Android and desktop — an Install app prompt appears in the portal; tap Install.
- iOS (Safari only) — Safari doesn't support one-tap install, so use Share → Add to Home Screen. The portal shows a coach with these exact steps the first time you visit on an eligible device.
Once installed, your dashboard's setup checklist walks you through enabling notifications and adding a phone number for Critical SMS alerts.
AI Image Generation
Command can generate AI images and logos on request. Settings shows your account's current policy:
| Option | Behavior |
|---|---|
| Always allowed | Command generates images right away without asking each time. |
| Ask first (default) | Command checks with you before generating an AI image. |
| Disabled | Command checks with you before generating an AI image for this account. |
Only Always allowed skips the approval step — both Ask first and Disabled require Command to check with you first.
This setting is account-wide, not per login — a team member with restricted access can also change it from their own Overview page, and whoever saves last is the value that applies.
Best Habit In Settings
Only change what you understand.
If a setting affects lead flow, reporting, or shared files, confirm the purpose before disconnecting or replacing anything.