The Settings section of your account is where you configure your account details, manage who has access, authenticate your sending domain and define the data you collect on contacts. Use this article to get familiar with each area and find the detailed guide for the ones you need.
Topics:
- How to Access Settings
- Account details
- Domain setup overview
- Users
- Roles
- Contact Fields
Within Settings, you can:
Modify account details (e.g. name, country, time zone)
Add and manage users
Define roles and control permissions
- Add and verify domains
Manage contact fields
How to Access Settings:
Go to the top-right corner of your screen
Hover over your profile picture
Select Settings from the drop-down menu
💡 Tip Use the plus button ➕ in the top-right corner as a shortcut to quickly add a new user, role, contact field, or domain.
Account details
Account details holds the basic information for your account. Getting these right keeps your account recognisable and your campaigns scheduled correctly.
You can update:
- Account name, a clear, recognisable name for your account
- Street address, your main business address
- City, State, ZIP code, location details for your venue
- Country, select from the dropdown
- Time zone, choose your local time zone
⚠️ Warning, Campaigns send and schedule based on your account time zone. If it is wrong, your campaigns will go out at the wrong time.
Domain setup overview
Domain setup is where you authenticate your email-sending domain by adding DNS records (SPF, DKIM, DMARC and bounce/return-path). These records prove you own the domain and authorise Connect to send emails on your behalf.
Without domain authentication:
- Your emails may be flagged as spam or fail to deliver.
- Campaigns could send from a default fallback domain instead of your brand.
- Venue notifications and form emails may not reach recipients reliably.
To set up your domain:
- Go to Settings > Domain setup
- Add your domain (e.g. yourbusiness.com)
- Update the DNS records provided (SPF, DKIM, DMARC, bounce/return-path) in your domain host (e.g. GoDaddy, Cloudflare, Squarespace)
- Return and click Test DNS to verify, you need green ticks on all four records
Once the updates have been made, click on "Test DNS" within the Domain Setup section to verify. You must see green ticks for each of the four items.
ℹ️ Note, DNS changes do not propagate instantly. Allow 24 to 48 hours after updating your records before they show as verified.
For the full step-by-step guide to each record, see What SPF, DKIM and DMARC do, and why they matter.
👉 Follow this article for the full step-by-step instructions on how to add your domain and update your DNS records: Email Authentication and Delivery. A guide to managing SPF, DKIM, DMARC and the domain setup page
Users
The Users area lets you create and manage every individual who requires access to the account.
Each person should be set up as a user with their own login.
This ensures accountability and secure access.
Users can be assigned different roles depending on their responsibilities.
💡Tip: You can control (via roles) which areas of the system each user can access, helping to safeguard sensitive features. You can read more about Users in details in this article Users Overview
Roles
Roles define the access levels and permissions for your users:
- System roles, pre-configured defaults that make initial setup quick
- Custom roles, tailored roles you create to suit your venue
For example, you might create a Manager role with full reporting access, while restricting Staff to order management only.
For the detail on creating and assigning roles, see Roles Overview.
Contact fields
Contact fields are the data points stored in your database. They define what information you collect about your contacts.
Every account includes these default fields:
- First name
- Surname
- Mobile
- Date of birth
- Tags
You can add as many custom fields as you need, so the data you capture stays relevant to your venue.
💡 Tip, Think ahead when creating custom fields. If targeting local guests is a future priority, create a Postcode field now and start collecting that data early.
For the detail on managing fields, see Contact Fields Overview.
FAQ
How long does domain verification take? After you update your DNS records, allow 24 to 48 hours for the changes to propagate. Your domain is ready once all four records show green ticks under Test DNS.
What happens if I skip domain authentication? Your emails may land in spam or fail to deliver, campaigns can send from a fallback domain instead of your brand, and venue notifications and form emails may not reach recipients reliably.
Does every staff member need their own user login? Yes. Individual logins keep access secure and accountable, and let you control what each person can see and do through roles.
Can I create my own roles? Yes. System roles cover the common setups, and you can create custom roles tailored to how your venue operates.
What contact fields come with my account? First name, surname, email, mobile, date of birth and tags. You can add unlimited custom fields on top of these.
You now know your way around Settings and where to go deeper on each area. See the related articles above for the step-by-step guides.
Any questions? Reach out to us via email at support@meandu.com