What It Does
Configure Workspace:- Workspace name and details
- Timezone for reporting
- Tracking script installation
- API keys for server-side tracking
- Integration connections
- Team member access
- Data retention settings
Accessing Workspace Settings
Go to: Dashboard → [Select Workspace] → Settings Each workspace has its own settings.General Settings
Workspace Name
Default: Website domain (e.g., “example.com”) Update:- Workspace selector dropdown
- Dashboard header
- Email notifications
- Team invitations
Workspace ID
Public ID: Used in tracking script and API calls Format: Random alphanumeric string (e.g., “abc123xyz”) Cannot be changed after creation. Used for:- Tracking script (
data-workspace-id="abc123xyz") - API authentication
- Integration webhooks
Timezone
Purpose: All timestamps displayed in this timezone Default: America/Chicago Update:- Dashboard date ranges
- Report timestamps
- Event Stream times
- Export timestamps
- “Today” in date filters
Tracking Script
Installation Code
Script Displayed:- Paste in
<head>tag of website - Before closing
</head> - On all pages you want to track
Verify Installation
Steps:API Keys
Server-Side Tracking
API Key Displayed:- Server-side event tracking
- Backend integrations
- Mobile app tracking
- Webhook processing
Regenerating Keys
Steps:Integrations
Connected Services
View All:- Meta Ads (connected/disconnected)
- Google Ads (connected/disconnected)
- TikTok Ads (connected/disconnected)
- Shopify (connected/disconnected)
- Stripe (connected/disconnected)
- Connection status
- Last sync time
- Account details
- Configure or disconnect
Connecting Integrations
Steps:Disconnecting Integrations
Steps:- Stops syncing new data
- Historical data retained
- Can reconnect anytime
Team Management
Manage Team:- Invite new members
- Change member roles
- Remove members
- View pending invitations
Data & Privacy
Data Retention
Default: Data stored indefinitely Custom Retention:- Enterprise plans only
- Set retention period (e.g., 1 year)
- Automatic deletion after period
- Compliance with GDPR/CCPA
Privacy Settings
Cookie Consent:- Enable cookie consent banner
- Block tracking until consent
- Compliance with GDPR/CCPA
- Hash IP addresses
- Store hashed version only
- Enhanced privacy
- Respect DNT browser setting
- Skip tracking for DNT users
Advanced Settings
Custom Domain
Enterprise Only: Use your own domain for tracking Example:- Avoid ad blockers
- Increase tracking reliability
- Brand consistency
Subdomain Tracking
Enable:- Sets cookies on root domain (
.example.com) - Tracks across all subdomains automatically
- No URL parameter needed
Cross-Domain Tracking
Enable:- Pass visitor ID via URL parameter
- Links visitors across domains
- Maintains attribution
Workspace Deletion
Delete Workspace:- Permanently deletes all data
- Cannot be undone
- Removes from all team members
- Stops all tracking immediately
Multiple Workspaces
Switch Workspaces:- Dropdown in top nav
- Shows all workspaces you have access to
- Click to switch
- Separate production and staging
- Different brands
- Client accounts (agencies)
- Geographic regions
- Name workspaces clearly
- Use consistent timezone within organization
- Share team access appropriately