My Settings — Overview

Personal account settings — profile info, role, and per-user integrations like Google Drive.

What is it?

The My Settings screen holds personal account info: your name, email, photo, role badge (if you're a team member of any client), and per-user integrations. It does not show client configuration — that's per-client and lives in Agency Manager. Currently the per-user integrations are limited to Google Drive, but the screen is where future personal settings will land.

When should I use it?

• You want to verify your account info and role across clients.
• You're a team member and need to connect your own Google Drive for exports.
• You want to access the Drive admin console for advanced management.

How to use it

1. Open My Settings from the sidebar.
2. Review the Profile section — name, email, photo (read-only, pulled from Google).
3. Review your Role badge if you're a team member of any client (Editor or Viewer).
4. Manage your Google Drive connection in the section below.

Tips and best practices

• Your name and photo come from Google — to change them, update your Google account.
• The role badge reflects your highest role across all clients you're a member of. Per-client roles can differ.
• Connect Google Drive once — it persists for all clients you work on.

Gotchas and limits

• This screen is intentionally minimal. Most settings are per-client, not per-user.
• Team members see this screen prominently in the sidebar. Owners see it too but typically use Agency Manager for most config.
• Profile info is read-only — name/email changes require Google-level updates.

Related

• Drive connection (owner)
• Drive connection (team member)
• Team members & RBAC