Help CenterAccount & Settings

The 360Onboard Settings Page (Full Walkthrough — Branding, APIs, Integrations, Domains)

The settings page is mission control for everything that isn't a specific flow — your brand, your team, your integrations, your domain, your AI keys, your login. This walkthrough takes every tab in order and explains what each one is for.

For the higher-level "what is the settings page for and why does it matter" framing, see the companion 360Onboard Settings Overview. This article is the deep, page-by-page tour.

Getting There

Click Settings at the bottom of the left sidebar (the gear icon, under Email Templates). The Settings page opens with a horizontal tab bar across the top:Agency Profile, Billing, Team Management, APIs, Webhooks & MCP, Email Settings, Custom Domains, Integrations, Login Settings.

We'll go left-to-right.

Agency Profile

This is the first tab and the one 360Onboard nudges you to fill in on day one. It's your agency's identity across every client-facing surface:

  • Company Information — your company name (shown on flows, emails, invoices)
  • Logo — uploaded once, used everywhere
  • Brand Colors — primary + secondary, applied to flows and email templates
  • Help Contact — where clients reach you when they need a human
  • Chat widget — drop in the embed snippet from Crisp, Intercom, or any chat tool you've already trained
  • Calendly link — set it once at the agency level so every flow can reuse it instead of pasting per-flow
  • Invoicing information — what we print on the invoices we send you

Fill this in once and your flows, emails, and invoices start looking like your brand instead of the platform's.

Billing

The Billing tab manages your 360Onboard subscription itself — current plan, renewal date, payment method, and invoice history. This is your billing with 360Onboard, distinct from the Integrations → Payments tab (which is how your clients pay you).

Team Management

Click + Invite Member in the top-right of the page. Enter their email, pick a role, send the invite.

The three roles, listed under Roles & Permissions:

  • Admin — full access. Can manage all settings, team members, and billing.
  • Manager — moderate access. Can create and manage flows and clients, but not billing or team settings.
  • Member — limited access. Can view flows and clients but can't change anything.

Pick the smallest role that gets the job done — promotion is a one-click change later.

APIs, Webhooks & MCP

A single page with three sub-tabs:API Keys, MCP, Webhooks.

API Keys

Click + Generate Key to mint a new key. Keys are shown in full only at creation — copy the value into your secrets manager immediately, because all you'll see afterward is the truncated sk_live_… preview.

The right-hand rail shows Security Practices advice and a Resources card with quick links to:

  • API Reference — endpoint-by-endpoint docs
  • Webhook Events — every event name 360Onboard fires (e.g. flow.created, flow.updated, response.submitted, client.reminded) with example payloads
  • Rate Limits — what you can hit and how to back off

The same content lives in the canonical API Documentation article.

MCP

The MCP sub-tab is the picker for connecting 360Onboard to AI clients via the Model Context Protocol. Choose your client (Claude, Claude Desktop, ChatGPT, etc.) and follow the install steps — afterward, the AI can drive your workspace directly (create flows, list clients, fetch responses).

Walked through end-to-end in Connect 360Onboard to Claude & ChatGPT with MCP (planned).

Webhooks

Register an endpoint URL and 360Onboard will POST to it whenever an event fires. The Docs button on this sub-tab opens the same Webhook Events documentation linked from API Keys, so you know exactly what payloads to expect.

Email Settings

Three sub-tabs:Templates & Branding, SMTP Configuration, SMS & Twilio.

Templates & Branding

This sub-tab is mostly a pointer — the rich block-based template editor lives on its own top-level page. Click Open Email Templates to jump there. Full walkthrough in Email Templates in 360Onboard.

SMTP Configuration

By default, 360Onboard sends emails on your behalf from a 360Onboard sending address (your name on the From line, but a @360onboard sending domain). For maximum professionalism — and significantly better deliverability — wire in your own SMTP credentials here. Every email now leaves from your domain.

Pro Tip: SMTP is the single biggest "wait, this looks like us" upgrade in the entire settings page. Setting it up takes ten minutes if you already have a transactional sender (Postmark, Resend, SES, etc.) and pays off forever.

SMS & Twilio

Paste in your Twilio Account SID, Auth Token, Sending Number, and (optionally) a Messaging Service SID. Once connected, 360Onboard can send up to three reminder SMS messages per client on the same schedule as your email reminders — each with its own editable copy and merge variables like {clientName}, {agencyName}, and {onboardingLink}.

Custom Domains

Instead of sending clients to app.360onboard.com/your-flow, send them to onboarding.yourcompany.com/your-flow. Click + Add Custom Domain, enter the subdomain (e.g. onboarding.yourcompany.com), pick a Link Pattern (default is {companyname} but you can use {firstname}, {lastname}, {random}), and follow the DNS instructions.

Connecting a custom domain also unlocks the Client Portal — a branded, persistent hub at your own domain where returning clients can log in, see their active onboardings, and pick up where they left off.

Pro Tip: A custom domain is the single biggest brand upgrade you can make in 360Onboard. The day your link reads onboarding.yourcompany.com/acme instead of app.360onboard.com/acme is the day clients stop asking "what's 360Onboard?"

Integrations

Four sub-tabs:Payments, Cloud Storage, Platform Access, AI Models.

Payments

Connect a payment processor and every Payment step in every flow can use it:

  • Stripe — connected today
  • Pabbly Subscriptions — connected today
  • RazorPay — rolling out
  • PayPal — coming soon

When Stripe is connected, the panel also exposes per-method toggles (Apple Pay, Google Pay, Amazon Pay, Link, etc.) under Accept Payments Via, and a Direct Deposits card explaining that Stripe deposits to your bank every 2–7 days depending on region.

Cloud Storage

Anytime a client uploads a file inside a flow (logo, brand guidelines, PDFs, recordings), 360Onboard can mirror it straight into your cloud storage automatically. Available connectors:

  • Google Drive — live
  • Dropbox — live
  • pCloud — live
  • Box — coming soon

You'll never have to download files out of 360Onboard and re-upload them to your own systems again.

Platform Access

This is where you connect your own agency accounts on third-party platforms so the client-facing Platform Access step can ask their account to grant access to yours. Connect:

  • Google (with your Google MCC ID and agency support email — used for Ads, Analytics, Tag Manager, Merchant Center)
  • Meta Ads — coming soon
  • LinkedIn Ads — coming soon

Once connected, your Connected & Configured badge turns green and the OAuth flow is wired end-to-end.

AI Models

Plug in your own API keys for the AI features (flow generation, copilot, content improvements). Supported today:Gemini, OpenAI. Keys are encrypted at rest. Bring-your-own-key means the AI features run on your billing and your rate limits.

Login Settings

The last tab is your personal account settings:

  • Change Email (requires current password to confirm)
  • Change Password
  • Two-Factor Authentication — turn it on. There's no reason not to.
  • Delete Account — fully destructive; use with care

The left sidebar on this page also shows your live usage counters (Active Flows, Clients & Employees this month) and a Manage Plan button that deep-links you back to the Billing tab.

What's Next?

Last updated on 2026-05-24

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