Account settings & sign-in
Your profile, password, notifications, compliance (GDPR & DPA), and signing in.
Account Settings holds your notification emails, agency and white-label options and account-wide preferences. Edit profile changes your name, email and password. Compliance shows the GDPR information and lets you download the DPA. Signing in works with your email and password, a magic link sent to your email, or Google.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
Compliance (GDPR & DPA)
Who we are, how data is handled, the services that process it, and the Data Processing Agreement you can sign and download.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
Every control on this screen
Every button, field and switch, with what it does.
Account Settings · 54 controls
| Profile | Shows information | |
| Team | Shows information | Needs: team |
| Global settings | Shows information | |
| Billing & Subscription | Shows information | Needs: billing |
| Redeem Code | Shows information | Needs: billing |
| API Keys | Shows information | |
| MCP Server | Shows information | |
| White Label | Shows information | Needs: whitelabel |
| Danger Zone | Shows information | Account owner only |
| Go to Website Settings | Shows information | |
| Lifetime deal tier | Shows information | |
| Edit Profile | Shows information | |
| Email Digest Frequency (None / Daily / Weekly / Monthly) | Button | |
| Manage Team | Shows information | Needs: team |
| Identify Exact Visitors (all websites) | Switch · saves by itself | switching off asks to confirm first |
| Identify Companies with Suggested Contacts (all websites) | Switch · saves by itself | |
| Track People with Personal Emails (all websites) | Switch · saves by itself | |
| Session Recordings (all websites) | Switch · saves by itself | |
| Switch off everywhere | Button · changes your account | |
| Cancel | Button | |
| Upgrade | Shows information | Needs: billing |
| View Billing | Shows information | Needs: billing |
| Redeem Code (opens the redeem dialog) | Shows information | Needs: billing |
| Master Account API Key | Shows information | |
| Rotate master key | Opens a panel or page | |
| Website API Key | Shows information | |
| Rotate website key | Opens a panel or page | |
| API Docs | Shows information | |
| Your personal MCP connection URL | Shows information | |
| Copy connection URL | Shows information | |
| How to connect (Claude, ChatGPT, Perplexity, Cursor) | Shows information | |
| Start Installation / Resume (white label) | Shows information | Needs: whitelabel |
| White label: Setup | Shows information | Needs: whitelabel |
| White label: Brand Settings | Shows information | Needs: whitelabel |
| White label: Brand & Copy | Shows information | Account owner only |
| White label: Trial Settings | Shows information | Needs: whitelabel |
| White label: Emails | Shows information | Needs: whitelabel |
| White label: Help Articles | Shows information | Account owner only |
| White label: Tutorials | Shows information | Needs: whitelabel |
| White label: Embed in your app | Shows information | Account owner only |
| Custom Domains | Shows information | |
| Save Domains | Button · changes your account | |
| Verify DNS | Button · changes your account | |
| Email & Brand Settings | Shows information | |
| Save Brand Settings | Button · changes your account | |
| Trial Length (days) | Text box | |
| Save (trial length) | Button · changes your account | |
| Set up email templates | Button · changes your account | |
| Add an email step | Shows information | |
| Your whitelabel is live! | Shows information | |
| Delete Account | Opens a panel or page | opens the confirm dialogAccount owner only |
| Delete account (type 'confirm') | Shows information | |
| Delete | Opens a panel or page | |
| Cancel | Button |
Edit profile (name, email, password) · 8 controls
| First Name | Text box | |
| Last Name | Text box | |
| Email (your login) | Text box | |
| Save | Button · changes your account | |
| Current Password | Shows information | Google sign-in users see "Set a password" without this field |
| New Password | Shows information | |
| Confirm Password | Shows information | |
| Change Password | Button · changes your account |
Compliance — GDPR & DPA · 13 controls
| Who we are | Shows information | |
| How Happierleads handles visitor data | Shows information | |
| Sub-processors | Shows information | |
| Data Processing Agreement | Shows information | |
| Your full name | Text box | |
| Your role | Text box | |
| Company (legal name) | Text box | |
| Company address (optional) | Text box | |
| Signature (draw it) | Opens a panel or page | |
| Clear signature | Shows information | |
| I have read the DPA and am authorised to sign | Opens a panel or page | |
| Sign the DPA | Opens a panel or page | |
| Download PDF (signed DPA) | Shows information |
Sign in · 6 controls
| Continue with Google | Shows information | an unknown Google email creates a NEW account |
| Shows information | ||
| Password | Shows information | |
| Forgot password? | Shows information | |
| Login | Shows information | |
| Create Account | Shows information |
Forgot password · 2 controls
| Text box | ||
| Email me a recovery link | Button · changes your account |
Set a new password (link from email) · 2 controls
| New password | Shows information | |
| Save / Change password | Button · changes your account |
Check your email (magic link sent) · 1 controls
| Check your email (magic link) | Shows information |