Account Settings & Preferences

Your Settings are organized into four sections: Profile/Notifications, Workspace/Finance, Integrations/APIs, and Data/Pipelines. This article covers every option available and what each setting controls.

To access Settings, click Settings in the left sidebar.

Settings → Profile/Notifications → Your Profile

Your Profile shows your account information and lets you set personal preferences that affect how you use Introzy.

The following fields are displayed on your profile:

To update your name or contact details, navigate to your record in People.

Expert referral form — when enabled, referral creation shows all fields on a single screen instead of the step-by-step wizard. This setting is best for users who are familiar with the referral flow and want to move faster.

When this toggle is off, the step-by-step wizard is used by default.

Settings → Profile/Notifications → Notifications

Control which notification emails Introzy sends to you. All emails go to the address on your account.

Send all notification emails — this is the global on/off for all notification emails. When turned off, no notification emails are sent to you, regardless of the individual toggles below.

Urgent Reminder Overdue Email — sent when an urgent reminder you created becomes overdue by more than 1 hour. This email fires once per reminder and does not repeat.

Weekly Digest Email — a summary of your organization's deal activity and new pipeline opportunities. Sent every Tuesday at 6 AM ET. The digest covers new referrals created in the past 7 days across your pipelines, and deals grouped by status.

Settings → Profile/Notifications → Message Templates

Message templates are reusable intro messages you can select when creating referrals. Templates save time when your intros follow a consistent structure.

When creating a referral, templates you've saved will be available to select in the message field.

Settings → Profile/Notifications → Email Signature

Your email signature is automatically appended to every intro email you send from Introzy. You can paste an existing signature or write a new one directly in the editor.

Changes to your signature apply to all future intro emails. Emails that have already been sent are not affected.

Settings → Profile/Notifications → Membership

The Membership page shows a read-only audit log of workspace membership changes, including user additions, role changes, and removals. This data is synced from Clerk.

Settings → Workspace/Finance → Marketplace Settings

Marketplace Settings is where organization admins manage workspace members and marketplace configuration.

If you are the only member of your workspace, this page shows a Solo User Mode notice. Team collaboration and marketplace access features become available once you are part of an organization. Contact your workspace admin or create an organization in Clerk Dashboard to enable these features.

Settings → Data/Pipelines → Fields & labels

Manage permanent and custom fields for your contacts. The People and Companies tabs each show their respective field lists. Click Add Field to create a new custom field.

Settings → Data/Pipelines → Pipelines

Customize stage labels, colors, and descriptions for your pipelines. Changes made here apply across your entire organization. Click New Pipeline to create a pipeline.

No. Your email address is set by your authentication provider and cannot be changed from within Introzy. Contact your workspace admin for account changes.

Yes. The Send all notification emails master switch controls all emails at once. The individual Weekly Digest Email toggle lets you turn off just that email while keeping others active.

No. Notification settings are per-user. Turning off Send all notification emails only affects emails sent to you.

No. The Weekly Digest is sent every Tuesday at 6 AM ET and this schedule is not configurable.

No. Message templates are personal and only visible to the user who created them.

No. Profile information is managed from your contact record in People, not from the Settings page.

Deleting a template does not affect sent introductions. The intro email has already been sent with the message content at the time of creation.

Cause: The preference may not have saved, or you may be on a page that was already loaded.

Solution: Navigate away from the referral form, return to Your Profile, confirm the toggle is on, then try creating a new referral.

Cause: The master email switch or the Weekly Digest toggle may be off, or the email may be filtered by your mail provider.

Solution:

Cause: The master switch is off, the individual toggle is off, or the reminder was not marked as urgent when created.

Solution: