Account Settings & Management

The Account Settings & Management section helps you take total control of how your business is structured in WhatConverts. From here, you can manage your Master Account, create new accounts or profiles, configure account preferences, and set up White Label branding.

These tools keep your hierarchy clear and your setup consistent and optimized for best performance.

Why It Matters

Your account structure defines how you work in WhatConverts. Managing it correctly helps you:

• Organize Master Accounts, Accounts, and Profiles for clear data separation.
• Maintain consistency across billing, tracking, and permissions.
• Present a unified brand experience with White Label settings.
• Fine-tune how general settings are applied across accounts.

A well-structured account setup ensures accurate reporting, easier collaboration, and a scalable foundation for growth.

Articles in This Section

• Manage Your Master Account
• Manage Your Accounts
• Manage Your Profiles
• Create a New Account
• Create a New Profile
• Cancel or Downgrade Your Account: Agency Plans
• Cancel or Downgrade Your Account: Individual Business Plans
• What is the White Label?
• Activate the White Label
• Configure Your White Label Settings and Branding
• Select an Attribution Model
• Block Email Addresses
• Block Phone Numbers
• Change Your Default Currency Symbol
• Adjust the Lookback Window
• Enable Recording Storage After 5 Years
• Add an Authorized URL

Each guide walks you through key steps to maintain control and accuracy across your organization.