Account and data
Move between Personal settings and Team settings, and understand which changes affect only you or the active buyer workspace.
4 min readUpdated
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Open the account menu in the buyer sidebar. It has two settings destinations:
Each destination has its own sidebar on wide screens and its own section navigation on compact screens. Personal settings opens on Profile. Team settings opens on Members.
Personal settings affect your account. Team settings affect the active buyer workspace and require the matching capability. Tap report settings are personal to you within the active workspace.
Use Personal settings > Profile to update your name, photo, phone, role, preferred language, Tap profile link, and professional bio.
Use Personal settings > Privacy and security to control whether signed-in media people can find your profile, whether your profile can be public on the web, whether your role and organization appear, and whether suppliers in shared conversations can see your activity status when that control is available.
A web-public profile also has to be discoverable on Tap. Your email and phone are not exposed in contact discovery or on the public profile. Public content is reviewed before it becomes discoverable. If review cannot approve the exact saved content, Tap leaves the previous public version unchanged.
The same Privacy and security page lets you request a password reset for the signed-in email address. Tap redirects through the normal account security flow. Sign out of shared devices when you finish.
Tap does not display stored passwords or external integration credentials in Personal settings.
Read Manage your profile and company for the complete profile and visibility behavior.
Open Team settings > Company to manage the organization name, logo, website, and public business profile. Only a teammate with Edit company can change them. Saving refreshes the application shell so the active workspace identity appears consistently.
Open Team settings > Members to manage invitations and access. The access presets are:
Team managers can invite, resend, revoke, change access, transfer admin access, and remove members. Tap protects your own team-management capability when removing it would lock you out. Admin transfer makes the recipient an Admin and changes the current admin to Buyer access.
Brand and Campaign responsibility teams are managed on those objects, not in Team settings. Read Collaborate with your buyer team.
Open Team settings > Client budgets to set the organization defaults used when Campaigns are shared with clients. Choose whether the Tap fee and agency commission reduce the approved budget, whether they are itemized on client confirmations, the standard commission rate, whether Campaign overrides are allowed, and whether CPM or unit prices are visible.
Included charges reduce the amount available for media. When a charge is outside the approved budget, the full budget remains available for media and the agency handles that charge separately. The complete approval total is always shown.
Read Manage client budget settings before sharing a proposal.
Open Personal settings > Tap report to manage your report in the active workspace. Choose daily, weekly, or monthly delivery, then set a time, time zone, email preference, and at least one content section. When you choose weekly, also choose the delivery day.
Another teammate can choose a different schedule without changing yours. Read Set up scheduled Tap reports for the complete behavior.
Open Team settings > Billing to review the current tier, billing cycle, trial progress, subscription status, and any current fee-free publisher offers. A teammate with Manage billing can start a trial, choose a plan, open the billing portal, or fix a payment-required state. Other teammates can see that billing needs attention but cannot change it.
Subscription billing controls workspace access. It is separate from the Tap fee invoices in Financials.
Open Personal settings > Delete account to delete your account. The action requires entering the signed-in email. It deactivates the person and signs the account out. Organization records and transaction history can remain for other authorized members and audit requirements.
Review active Brand and Campaign assignments, campaign team chats, and administrative responsibility before deleting the only active account.