Settings
Search locations, programs…
Profile
Team & Users
Notifications
Security
White-label Agency/Enterprise
System Staff only
7.1.T1 — Profile
JD
Change
Jane Doe
jane@marketsnare.com
Staff Finance access Admin access
Click avatar to upload a new profile photo. Recommended: 200×200px.
Personal information
(username — cannot be changed here)
Regional & format preferences
✓ Changes saved
7.1.T2 — Team & Users
Team members
Manage staff access and role assignments for this portal instance.
Name Email Role(s) Status Last active Actions
JD
Jane Doe
jane@marketsnare.com Staff — Finance Staff — Admin Active Today
TR
Tom Roberts
tom@marketsnare.com Staff — Tech Active Today
SK
Sara Kim
sara@marketsnare.com Staff — Content Active Yesterday
Role system supports multi-role assignment. Users can hold multiple roles simultaneously. This was a deliberate architectural decision over rigid user-type buckets to accommodate MarketSnare's complex partner and client relationships. Staff note
Invite user panel (appears on "Invite user" click)
Click "Invite user" to add a team member. Set name, email, role(s), and location scope. An invitation email will be sent via Resend.
7.1.T3 — Notifications
Notification preferences
Event Email SMS In-portal
New task assigned
Task status changed
Invoice generated
Payment failed
Payment received
New review received
Negative review (1–2 star)
Onboarding step completed
Website ready for review
Report generated
AI issue detected
Email digest
Quiet hours (SMS)
to
Staff can also configure notification suppression per client account — useful when managing high-volume programs. Staff only
7.1.T4 — Security · Change password
Change password
Two-factor authentication
Disabled
Enable 2FA to add an extra layer of security. You'll need an authenticator app (Google Authenticator, Authy). After enabling, scan the QR code and enter the 6-digit code to confirm.
Active sessions
Chrome on macOS
Denver, CO · Last active: Now
Current session
Safari on iPhone
Denver, CO · Last active: 2 hours ago
Active
Chrome on Windows
Unknown location · Last active: 3 days ago
Active
API keys Staff only
Key name Key Created Last used Actions
Personal API key sk_live_••••••••••••a4f2 Jan 10, 2026 Today
White-label settings are visible to Agency partners and Enterprise clients only. MarketSnare Staff have full access to configure and preview tenant branding. Agency/Enterprise
7.1.T5 — White-label · Branding
Branding
Logo uploads
Drop or click
to upload
Drop or click
to upload
Brand colors
#2a7a5c
#162b1e
#f7943e
LOGO
Custom domain
Add a CNAME record: portal.flintanalytics.com → portal.marketsnare.com
Auto-managed ✓
Current fallback: https://portal.marketsnare.com
DNS instructions (collapsed) — Expand to view CNAME, A record, and verification instructions.
Terminology overrides
Default term Custom override
Location
Dealer
Program
MarketSnare Hidden — always attributed internally
Module visibility
Dashboard
Reports
Location profile
Billing
Support
Knowledge base
AI Tools
Digital advertising
Email branding
Staff only This section is visible to MarketSnare staff only.
7.1.T6 — System · Integrations
Integration connections
Stripe
Connected ✓
QuickBooks Online
Connected ✓
Asana
Connected ✓
GoHighLevel
Connected ✓
Birdeye
Connected ✓
Data for SEO
Not connected
Google Search Console
Connected ✓
Global defaults
Maintenance mode
Maintenance mode off
Temporarily disable client access with a custom message. Staff accounts retain full access during maintenance windows.
Audit log
Mar 26, 2:14pm
Jane Doe updated Liberty Safe Denver business hours
Jane Doe
Mar 26, 1:08pm
Invoice #E-1047 generated for Liberty Safe · $13,600
System
Mar 25, 4:30pm
Tom Roberts logged in from 192.168.1.x
Tom Roberts
Mar 25, 3:15pm
GoHighLevel subaccount reconnected — Model 1 Buffalo
System
Mar 24, 11:00am
Sara Kim created content update task for Spring promotion
Sara Kim
Data export
Full JSON/CSV export for compliance and backup. Includes all locations, billing, tasks, and user data.