Settings
Add people, connect your stack, manage billing, and keep your Scrollmark account running smoothly.
Everything that isn't a campaign, journey, or inbox reply — but still matters for running a Scrollmark account as a team. This section covers your people (invited under Settings → Team), integrations with the rest of your stack, billing, and your personal profile.
Permissions
Human roles and who can do what.
Integrations
Connect Shopify, Klaviyo, Canva, Slack, and the rest.
Billing
View your current plan, manage your subscription, update payment.
Social accounts
Managing connected Instagram, TikTok, and Facebook accounts.
Where to find things
Almost everything in this section lives under Settings in the left nav. Click your org avatar at the bottom of the sidebar, then look for:
| You want to… | Go to |
|---|---|
| Invite a coworker | Settings → Team |
| Change somebody's role | Settings → Team |
| Connect Klaviyo, Shopify, etc. | Settings → Integrations |
| Wire up a webhook | Settings → Webhooks |
| Get Slack or email alerts | Settings → Notifications |
| Manage your subscription | Settings → Billing |
| Update your own name/photo | Settings → Account |
| Leave an organization | Settings → Leave Organization |
Two sidebars, one Settings page
The Settings page has two stacked sidebars: your organization (top) and your personal account (bottom). If you're in multiple orgs, the top sidebar changes when you switch orgs via the avatar.
What to read first
If you're the first person from your company to set up Scrollmark, start with Permissions — most of the pain points that show up on day 30 come from giving everyone Owner on day 1.
If you're integrating Scrollmark with the rest of your stack, jump to Integrations.
If you're trying to figure out how your subscription works, head to Billing.
The account admin loop
There's a small set of tasks that tend to come up together once a quarter:
- Audit the team — remove anyone who left, demote anyone who shouldn't still be an Owner, review pending invites that never got accepted.
- Audit integrations — disconnect anything you're not actively using. Stale tokens are a common source of "why did this journey stop working" support tickets.
- Audit notifications — your inbox volume changes month to month; update which events go to Slack vs. email so you're not muting Scrollmark in frustration.
- Check billing — make sure the card hasn't expired, and skim the invoice to confirm you're on the plan you think you're on.
None of these take more than a few minutes, and doing them on a calendar reminder is cheaper than discovering a lapsed card on a Saturday.