Settings

overview the settings area is the control centre for your custify instance it is organised into the following groups profile settings — personal account, notifications, signatures, chrome extension, time tracking account settings — users, roles, and permissions developer — api, js snippet, mcp, webhooks, testing email — addresses, delivery, business hours, blacklist payment — billing, subscription, invoices app settings — general (account wide toggles), custifyai, stakeholder map, tags, substatuses, templates, attributes, signals customer 360 — views and tabs customer portal — settings and templates data management — onboarding wizard, sandbox, integrations, importer, exports, warehouses, files 💡 custify tip particular areas of settings are visible based on user permissions users without the "manage settings" permission will not see or be able to change certain areas profile settings my account configure your personal account information name, email address, title, phone, timezone profile photo password change two factor authentication (tfa) allow sending emails on my behalf — when enabled, other internal users can select your email address in the to field when manually sending emails; toggle it off to restrict this 💡 custify tip the timezone set in my account applies to notification delivery timing (e g , overdue task alerts), not to ui timestamp display — the ui always follows your browser/device timezone if gmail or outlook is integrated into your account, an external accounts section appears here each user connects their own mailbox (email address must match the custify user email) the import emails option fetches the last 10,000 emails and associates them with people profiles if the connection breaks (e g , after a password change), reconnect via the reconnect button security — passkeys passkeys provide phishing resistant authentication using device biometrics or a hardware key, alongside password and sso if the option to use passkeys is enabled for your account ( settings general security ), you will have the option to register new passkeys settings → my account → register passkey notifications customise which alerts you receive and on which channel notifications are initially delivered in app; if not read within 10 minutes, they are also sent by email notification preferences are now split per channel in app — banners and badge counts inside custify email — notification emails to your registered address slack — routed to your connected slack account (notes, tasks, selected playbook signals) 💡 custify tip to receive notifications for segments, enable them specifically from the notifications settings email signatures each user can create one or more email signatures for use in manual emails (from customer 360° or list view) and automated playbook emails click new signature, fill in the name and body, and use the html code view to embed logos or formatted elements from the signature list, use the three dot menu to edit, delete, or set as default click the eye icon to preview 💡 custify tip the first signature you add becomes the default only one signature can be default at a time — setting a new one removes the default from the previous default signatures cannot be deleted unless they are the only signature on the account for playbook emails where the from field is "company csm" or "company account manager", you can choose to use no signature or the "default signature" — the csm's own signature will be dynamically inserted chrome extension the chrome extension docid\ d5crnphxn iibzqzxfq2z (also called sidekick) allows csms to access custify customer data directly from other web applications — linkedin, outlook web, and other sites — without leaving the browser tab from the extension, users can view company and people profiles, log notes, and check recent activity in context tracked time view and manage your personal time tracking entries each entry shows the company, duration, activity name, and associated tags access depends on permissions manage own tracked time — view and manage only your own entries view time tracked by others — read only access to other users' entries manage time tracked by others — full access to view and edit all users' time entries time can be tracked via the clock icon in the top navigation bar (live timer) or added manually via track time manually the timer now supports a pause button for interruptions entries can be tagged for categorisation — create tags first in settings → app settings → tags → time tracking time can also be tracked without linking to a company (for cross account activities like internal reporting or team meetings) read more about this here docid\ tzjqleqciwgexwjig3nhr account settings users full visibility over everyone with access to your custify instance — their role, status, 2fa state, and more edit a user three dot menu → edit (change name, role, etc ) disable access set status to inactive — the seat is freed and the user can no longer log in invite users click invite users , enter email and role, click send invite 💡 custify tip if you have exceeded the number of full user seats, additional seats can be purchased directly from the invite page 2fa status column the users list includes a 2fa status column, a send reminders bulk action (to prompt unenrolled users), and a reset 2fa action per user offboarding wizard a guided admin only wizard that walks through everything a departing team member owns — customer ownership, open tasks, playbook assignments, dashboards, saved views, and more — and reassigns it all in one place two modes execute and deactivate — for departures reassign all work and deactivate the user execute only — for role changes reassign work without deactivating access settings → users → click the user → offboard user attempting to deactivate a user who still owns work will prompt you to launch the wizard first read more about this here docid\ w7vyi6azqvycbby6leyfo roles & permissions create and manage roles with granular permission sets default roles (admin and view only) cannot be edited; all others can be customised, and new custom roles can be built from scratch 💡 custify tip have users sign out and back in after a permission change to ensure the update takes effect permission types view — read access; users can see data but cannot make changes manage — create, edit, add to playbooks/lifecycles, complete lifecycles, assign csms, etc delete — separate permission for people and companies; included in manage for all other entities recent permission additions manage settings split into multiple sub permissions for more granular control view default reports — grant or restrict access to built in reports attribute groups access restriction — restrict access to specific attribute groups by role data export — separate permissions for csv and xlsx export formats manage assignments — who can assign/unassign csms or other user type fields manage automations — who can manage playbook or lifecycle automation at company/person level manage data — who can fill in manual attributes at company/person level surveys — permissions now managed separately from companies/people access the default view only role includes view dashboards, view all people, view all companies, add comments on tasks and notes, sync gmail/outlook accounts default views per role set which c360 view is shown by default for each role in settings → roles & permissions → default views developer settings api access generate and manage api access tokens for reading, writing, or modifying data via the custify api tokens can be shared with your team or used in integrations additional controls • disable api keys — disable any key immediately for enhanced security api keys can also be created in read only mode — they call all get endpoints but are blocked from any write or destructive operation ideal for analytics integrations and internal dashboards js snippet view and copy the javascript snippet — a lightweight block of code you embed in your product to send usage data to custify 💡 custify tip use the js snippet to populate the time in product attribute even if you are already sending data through the api technical docs https //docs custify com/#section/javascript mcp server the custify mcp (model context protocol) server connects claude, cursor, vs code, chatgpt, and any mcp compatible ai client directly to your live custify data csms can ask their ai assistant to pull up accounts, create notes and tasks, run playbooks, or update custom fields without switching tabs setup copy your api key from settings → developer → api access, go to settings → developer → mcp server, choose your ai tool, copy the pre filled configuration snippet, and paste it into the client mcp activity a log of every api call made through the mcp server — summary cards, sortable columns, filters by api key, tool, and status access via settings → developer → mcp activity read full article mcp server & activity docid\ ujpmuq8ia4vj3 fo0nqi7 for more details outgoing webhooks configure https endpoints that receive instant notifications when notes, tasks, survey responses, or portal links are created or updated — no polling required key features hmac sha256 signing on every delivery — verify authenticity on your end automatic retries if your endpoint is temporarily unreachable full delivery logs with request and response details endpoint health badge healthy → degraded → failing; endpoints that fail 50 consecutive deliveries are automatically disabled setup settings → developer → outgoing webhooks → new endpoint provide an https url, select events to subscribe to, copy the signing secret (shown only once) use send test to verify read outgoing webhooks docid\ ank iebiwybem72le vn4 for more details testing interface a built in api testing interface that lets developers test custify api calls directly from the browser — useful for validating integrations and debugging without external tools email settings addresses add email addresses beyond your custify user accounts — including distribution lists — to expand the from options available when sending emails useful for team inboxes like support\@yourcompany com (you have to have configured the option 2 from delivery section below in order for this setup to work) read more about email sending in this article docid\ wz8yjkims upwo4mh7ick delivery choose how emails from custify are sent two options are available gmail/outlook integrations gmail integration send directly through gmail after enabling the g suite integration emails sync both ways — messages sent from custify appear in gmail's sent folder outlook integration connect your outlook/office 365 mailbox an azure admin must log in first, connect their account, and check "consent on behalf of your organization" so other users can connect without needing extra permissions gmail and outlook both have daily sending limits for large volume campaigns, consider an alternative delivery method 2\ your own smtp server enter your smtp host, port, and encryption recommended have an engineer configure smtp authentication that supports multiple senders under the same credentials 💡 custify tip if using sendgrid, configure it to use your sendgrid smtp server using a different from address may be rejected depending on smtp relay settings business hours define your team's working hours to prevent emails from being sent outside the set interval hours are reflected in the account timezone supports per team member overrides and timezone aware scheduling for both emails and tasks blacklist control which emails are imported into custify from your connected gmail or outlook mailbox blacklist by keyword — exclude emails whose subject or body contains specific keywords blacklist by domain or address — prevent emails from specific senders from being imported 💡 custify tip use blacklisting to keep sensitive or irrelevant emails out of custify (e g , internal hr communications, automated system alerts) payment settings billing information view and edit your billing details billing email address, vat number, billing address, and payment method subscription view your current plan and a summary of what it includes invoices view the full list of invoices, their status, generation date, and amount paid app settings general general contains account wide configuration organised into several sub sections changes here affect all users on the account default statuses and formatting controls defaults that apply across custify features playbooks default status — whether new playbooks start as active or inactive lifecycles default status — whether new lifecycles start as active or inactive health scores default status — whether new health scores start as active or inactive show tasks in portal by default — toggle on to make tasks visible in the customer portal by default for all companies default signals status — whether signals for newly detected events are created as enabled or disabled (default enabled) default email approval flow — controls when email approval is triggered; options include on error and always dates formatting in lists — choose between relative (e g "6 months ago") or absolute date display across list views first day of the week — sets monday or sunday as the first day in calendars and date pickers default "to" for emails — sets the default recipient group when composing a new email (e g all people of the company) allow sending emails to unsubscribed — if enabled, emails without the unsubscribe link will be sent to unsubscribed people automatically bcc outgoing emails — enter one or more comma separated email addresses that will be bcc'd on every outgoing email allow user level auto bcc emails — lets individual users set their own auto bcc address on top of the account level one data management controls how data flows and bubbles across your account save new csm ratings as notes — when a csm rating is set or changed, automatically create a note recording the change prevent conversation bubbling — when enabled, emails and communications linked to a person will not automatically appear on the parent company's communication view bubble up people notes to company level — uses normalised note links so company note lists include notes added to individual people bubble up child company notes to parent companies — notes linked to child companies are also linked to all ancestor companies in the hierarchy enable company dependent people roles — adds a per link role and custom attributes on each person company relationship toggle is off by default; enabling it runs a backfill job read more in account settings → roles save email attachments as files — email attachments are automatically saved to the company's files tab on the customer 360 page (on by default) minimum attachment size (kb) — files smaller than this value will not be saved; set to 0 to save all attachments touchpoints calculation choose which activity types influence the last touchpoint, last outgoing communication, and last incoming communication attributes communication (emails and messages) — influence last touchpoint, last outgoing communication and last incoming communication (on by default) notes with specific tag(s) — select one or more tags; only notes with those tags count toward last touchpoint meetings — influence last touchpoint (on by default) events — influence last touchpoint (off by default) tickets — influence last touchpoint, last outgoing communication and last incoming communication only ticket replies count — creating a ticket without a reply does not update last touchpoint revenue configures how revenue is tracked and displayed across all financial reports main currency — the primary currency displayed in revenue reports and mrr calculations revenue type — monthly recurring revenue (mrr) or annual recurring revenue (arr) mrr attribute — which attribute custify reads as the mrr value for each company next billing date attribute — the attribute custify uses for renewal and cashflow forecasting cashflow based on — source for cashflow calculations financial subscriptions or mrr attribute track reactivations separately \[object object] — records returning paying customers (mrr dropped to 0, then rose again) as reactivation mrr movements rather than new off by default; enabling it reclassifies movements going forward and allows historical regeneration custom risk attribute — enables a custom dropdown attribute (3 values low/medium/high) to be used as a risk split in the cashflow forecast report 💡 custify tip reactivations are most valuable for seasonal or paused subscription businesses if most churned customers never return, keep the toggle off to preserve the simpler 4 category breakdown currency exchange rate — choose between maintained by custify (automatic daily rates) or a manual fixed rate for multi currency revenue reporting reporting general default reporting period — sets the default timeframe across insights reports; options include day, week, month, quarter, year, and now fiscal quarter when fiscal quarter is selected, a fiscal year start month field appears so quarters align with your financial year team performance show all roles (except view only) — includes all user roles in the team performance report (on by default); toggle off to restrict to specific roles hide users with no companies — exclude users without assigned companies from the team performance report entity types define custom hierarchy levels for companies (e g , parent, child, division) companies without an assigned level default to the type "company" security • enforce sso login — when enabled, all users must authenticate through your configured sso provider; standard password login is disabled • enable passkeys — enables passkey authentication for your account individual users register their own passkeys from settings → my account → security • require two factor authentication — forces all users to enrol in totp based 2fa before accessing custify the admin enabling this must already have 2fa active on their own account company board card design customise what appears on each company card in the kanban (board) view of the customer list health score — choose which health score is displayed on the card main attribute — the primary attribute shown prominently on the card (e g total income) extra attribute — a secondary attribute shown below the main (e g csm rating) lane footer attribute — attribute whose values are aggregated in the lane footer row lane footer aggregation — how the footer value is calculated total, average, min, or max preview — a live preview card shows how your configuration will look custifyai all custifyai configuration is centralised here — a single place to manage every ai agent, choose providers, and fine tune behaviour from this page you can enable or disable individual ai agents, choose which ai provider each uses, set a default provider, and adjust per agent settings read the custifyai docid\ vyblpey7vm1grmgq0xcev article to find out more stakeholder map configure the stakeholder map — custify's automated relationship mapping and influence scoring feature • influence channel weights — adjust how email, meeting, ticket, and product usage data each contribute to the 0–100 influence score • relationship decay thresholds — define how quickly a relationship's strength label moves from strong → decaying → at risk → no contact • single threading threshold — the % of account communication flowing through a single contact that triggers a single threading signal (default 80%) read more about it in the dedicated article docid\ nnzwogbvmb5odrztrtxw8 tags define tags for people, companies, tasks, notes, segments, playbooks, lifecycles, health scores, surveys, calculated metrics, and time tracking click new tag , configure it, and click save — tags are immediately available across the platform tag management reorder by drag and drop, rename by double clicking, change colour by clicking the colour swatch, and delete with a single click tags can be applied manually, through segment auto tagging, playbooks, or bulk actions in the customer list view they are useful for segmenting customers, filtering, counting task/note categories, and sending targeted communications task substatuses task substatuses add a second layer of precision under each main task status (open, done, no longer relevant) examples waiting on customer, blocked, verified, won't fix settings → task substatuses each main status has its own group; add as many substatuses as needed every group has a default substatus (automatically applied when a task enters that status) individual substatuses can be toggled off without being deleted in use the active substatus is shown on the task card in list views, so you can spot blocked or waiting tasks at a glance templates create reusable templates for emails, notes, and tasks click new template , choose the type, build it, and click save templates are available in manual composition and playbooks from the list three dot menu to edit, duplicate, or delete; eye icon to preview email templates show usage metrics email templates containing smart content (conditional blocks) display a block count badge event attribute editor the central place to manage your data model from here you can view the full list of custom attributes and events change display names and descriptions, hide attributes, or make them manually editable create new manual custify attributes (string, numeric, boolean, date, dropdown) manage people company relationship attributes (when company dependent roles are enabled) restrict assignable users for user type attributes (e g control who can be selected as implementation manager) export attribute data with filters applied (useful for auditing with your tech team) search by name, type ( type\ event / type company/type\ people) , or source — combine terms with spaces for multi search 💡 custify tip hiding an attribute makes it unsearchable in segments, health scores, and calculated metrics, but it still appears in the attribute list making api/integration attributes editable is not recommended — values will be overwritten on the next sync attribute builder build derived string attributes by concatenating values from existing attributes useful for composite identifiers or display labels 💡 custify tip attribute builder produces string only derived attributes the event attribute editor lets you create manual attributes of any type (string, numeric, boolean, date) that can be populated manually or via playbooks 💡 use case example if you store a customer's company name and account id as separate attributes, you can use the attribute builder to combine them into a single reference label like "acme corp – acc 00123" — useful for creating clean, consistent identifiers that can be displayed on the company 360 or used in automated email templates via playbooks attribute groups organise how attributes are displayed in company and people profiles each csm can create their own grouping templates setting a template as default makes it that csm's personal default — other csms can set their own independently the "use for company creation" option on a group template controls which attributes are shown when creating a new company access restriction groups can be locked to specific roles so teams only see relevant data signals control the default behaviour for signals docid\ yalzm4e69ospin33t jl when new events are detected in your account by default, new signals are created as enabled toggle this to have new signals start as disabled, requiring manual activation before they fire customer 360 settings views dynamic 360 views let you design role based, customised customer 360 layouts — different tabs, content blocks, and sidebar attribute groups for different team roles (csms, executives, support, etc ) configure views here create new views, rename or reorder existing ones, assign default views per role (settings → roles & permissions → default views), and control sharing views can be shared with everyone, specific roles, or kept personal 💡 custify tip role specific default views reduce information overload and standardise workflows — each team member sees the structure most relevant to their responsibilities tabs create and configure the custom tabs that appear inside customer 360 views tabs now use the flexible gridster layout — a 3 column grid where blocks can be dragged, resized, and repositioned freely check out dynamic 360° views docid 0ncfg3430zo2xwja7 ppg for more details customer portal settings settings account wide customer portal configuration — control which features are enabled for the portal across all accounts (e g , tasks, notes, files visibility defaults, branding settings) templates design the global customer portal layout template the gridster drag and drop layout applies here — add, remove, resize, and reorder blocks freely template changes apply globally to new portal shares they do not propagate to portals that have already been individually customised per customer — those must be updated from the company 360 → portal tab 💡 custify tip configure the global template here for the default structure that all new portal shares inherit override per customer from customer 360 → manage portal → edit read more about customer portal docid 0cvsl hmasy8hbmdd 6ro in the dedicated article data management onboarding data a step by step admin wizard ★ new that guides a fresh custify instance through data setup in the correct order team → goals → core entities → conversations → financial → usage each step explains why it matters, shows live account evidence (what custify actually detects), and links to the relevant setup page steps can be skipped with a reason, refreshed against live data, or the whole wizard restarted without disconnecting existing integrations access settings → data management → onboarding data, or from the top in app prompt available to any user with data management permissions learn more about in the onboarding data wizard docid\ bmjnoqyebmi44cubojrmk article sandbox a separate custify instance for development and testing — send test data, try integrations, and validate playbooks without affecting production the sandbox has limits of 100 companies and 1,500 people note integrations can only be connected to one account at a time (production or sandbox) if your sandbox expires, the web app stops working; api keys continue to function but will eventually return 401 errors if the sandbox is fully removed integrations connect custify to your tech stack each integration card includes configuration options specific to that connector and now has a drill down log explorer all integrations have individual articles under integrations docid\ jffsupfbyhwcg43nhfbl7 integration logs each integration card now has a log explorer click the "synced x minutes ago" label to open it logs are kept for 30 days (compressed after day 7) and surface failures, retries, and per record sync status here you can find more about integration logs docid\ eyikztgwwf3zdpgx0emnl data importer import data manually without an api or integration supported operations • create companies and people • update company and people attributes • assign people to companies • assign children to parent companies • import events • import historical mrr records (populates the mrr timeline retroactively) exports manage asynchronous data exports for smaller datasets (typically under 3,000 records), exports are generated instantly larger exports are processed in the background; when complete, an email notification is sent with a download link valid for 24 hours export history records all export requests — track status, download completed files, or retry failed or expired exports export permissions (csv and xlsx) are controlled separately in roles & permissions data warehouses connect custify directly to your data warehouse for bulk ingestion recent additions notion and airtable are now supported as direct sources, and notes can now be imported alongside existing entity types files a centralised repository for global files your cs team needs — procedures, email snippets, contract templates, etc download or delete any file from the three dot menu search and filter the list using the icons in the view header