What is General Settings and what can I do there?
A tour of General Settings, from the Ad Platforms and Store Settings tabs to Data Settings, Help and the Sign Out button.
Open General Settings
Click General Settings at the bottom of the left menu. Its tooltip reads Manage your profile, billing, team members, and account preferences. The page is titled Account Settings and opens on the Ad Platforms tab.
Each tab has its own web address, for example /settings?tab=store-settings for Store Settings, so you can bookmark a tab or send someone a link to it.
The menu item only shows when your Settings permission is View or Edit. The store owner and admins always have it. See What can team members see and change on the Dashboard and Ads Manager?.
The tabs
| Tab | What it holds | Read more |
|---|---|---|
| Ad Platforms | Feed Ad Platforms True Data, which sends your sales back to your ad platforms, and Advertising Platforms (Connect your ad accounts to track campaign performance and attribution), with a card for Meta Ads, Google Ads, TikTok Ads, Snapchat Ads, Microsoft Ads and Pinterest Ads. A connected card shows Connected. | What is Feed Ad Platforms True Data in General Settings? and What is the Integrations page and what can I do there? |
| Store Settings | Store Management and Store Platforms, described below. | This article |
| Data Settings | Tell TrueROAS how to interpret and process your store's data. | What do the settings on the Data Settings tab change? |
| Team | Your team, inviting people, Refer & Earn and the email and password you log in with. | What can I do on the Team tab in General Settings? |
| Billing | Your plan, payments and invoices. | What can I see and do on the Billing tab in General Settings? |
| Help | Support, the setup checklist and video tutorials. | How do I get help or contact TrueROAS support? |
The Team and Billing tabs only show for people with the Billing & Team permission. The store owner and admins always have it.
At the bottom of every tab is the Sign Out button. See How do I sign out of TrueROAS?.
Store Settings
Under Store Management (Configure your store settings and manage ownership) are four cards:
| Card | Button | What it does |
|---|---|---|
| Connect New Store (Connect a new store to start tracking your sales) | Connect | Opens the Add Store panel. See How do I add a store to TrueROAS?. |
| Reporting Settings (Manage your reporting settings) | Manage | Opens your currency, time zone, attribution model, order options and campaign filters. See the Reporting Settings articles under More settings articles, below. |
| Email Settings (Choose who gets your report emails and which emails you get) | Manage | Opens Report Emails and Marketing Emails. See How do I choose who gets the daily and weekly report emails? and How do I stop getting marketing emails from TrueROAS?. |
| Transfer Store Ownership (Transfer ownership of your store to another user) | Transfer | See How do I transfer my store to another owner?. |
The Manage buttons on Reporting Settings and Email Settings are greyed out until you have added a store. They open a window for the store you have open. To change another store, switch to it first. See How do I switch between my stores?.
Under Store Platforms (Connect your e-commerce platform to start tracking sales) are the cards for connecting your store:
- Shopify App (Connect your Shopify store via the Shopify App Store). Its button opens the install of the TrueROAS Shopify app in a new tab. See How do I connect my Shopify store to TrueROAS?.
- WooCommerce Plugin (Connect your WooCommerce store with our WordPress Plugin). Its button opens the TrueROAS plugin in the WordPress plugin directory in a new tab.
- WooCommerce API Keys (Manage your WooCommerce REST API keys for order import), on WooCommerce stores only. Its button reads Connect, or Manage once keys are saved. For both WooCommerce cards, see How do I connect my WooCommerce store and add its API keys?.
- Custom Store (Finish the steps to connect your custom store). Its button opens Connect Custom Store. See How do I connect a store that is not on Shopify or WooCommerce?.
On Shopify stores, the Track Shopify Purchases Even Better button above the cards opens Enable TrueROAS Tracker App Embed, a short guide to turning on the TrueROAS Tracker in your Shopify theme. See How do I turn on the TrueROAS Tracker app embed and Always on in Shopify?.
View-only access
With Settings set to View, a yellow notice under the tabs reads You have view-only access to settings. Contact an admin to make changes.
Some settings, such as the attribution model, can only be changed by the store owner or an admin, whatever your Settings permission. Which settings those are is listed in What can team members see and change on the Dashboard and Ads Manager?.
With Settings set to None and without Billing & Team, opening General Settings takes you to the Dashboard.
More settings articles
- Reporting Settings: Which currency and time zone do my numbers use?, Does TrueROAS include tax and shipping in my sales?, Can TrueROAS take refunds off my sales? and How do I hide free orders from my reports?.
- Data Settings: How do I mark my Google branded search campaigns?.
- Team: How do I invite someone to my team?, How do I join a team when someone invites me to TrueROAS?, How do I change a team member's role or permissions, or remove them?, How do I leave a team I was invited to?, How do I change the email or password I log in with? and How does Refer a Friend work and what do we both get?.
- Billing: What is the difference between the Basic, Pro and Premium plans?, How is my TrueROAS price worked out?, How do I choose a plan and start my subscription?, How do I upgrade, downgrade or switch my plan to yearly billing?, What is the Save 25% Yearly offer in the menu and when can I use it?, How do I update my card, get invoices or add my VAT number?, How do I cancel my TrueROAS subscription? and What happens after I cancel, and how do I restart my subscription?.
- Cost Manager is not part of General Settings. Open it from Setup in the left menu. See What is Cost Manager and what can I do there?, How do I add my product costs in Cost Manager?, How do I import product costs from Shopify or a spreadsheet?, How do I set my break-even ROAS and use it instead of product costs?, How do I add monthly costs like apps, rent or payment fees?, How do I add ad spend from a platform TrueROAS can't connect to?, Why is a product missing from the Cost Manager table? and Why don't my profit numbers change after I update my costs?.
Good to know
- The settings on the Store Settings and Data Settings tabs belong to the store you have open. Most apply to the whole store, and a few are saved to your login only. Each article says which.
- On a phone, the tab bar scrolls sideways with arrows, the cards fill the width of the screen, windows such as Reporting Settings open full screen, and Sign Out spans the width.
- General Settings stays open when your subscription has ended or a payment failed, so you can still reach Billing.
- Where each page sits in the menu is explained in How do I find pages in the menu and fold it in?.