DocsSettings & Members
Account & Security

Settings & Members

Every setting of your Trackingplan plan in one place, section by section, from destinations, warnings and digests to members, sharing and your account.

Settings & Members holds every setting of your plan. Open the plan selector at the bottom of the menu and click Settings & Members. Your changes apply when you click Save and reload. Close without saving discards them.

You'll find them in three blocks: Settings, Members & Sharing and Account.

Destinations

Manage destinations lists your plan's destinations, each with a switch to enable or disable it. Automatically disable new accounts keeps any account that is not in the list out of your destinations until you enable it.

Warnings

Warning settings for the whole plan: which warnings you see, how much tolerance each one has, and the consent warnings. See Warnings & Updates.

Digests & Notifications

  • Regular digests:

    • The Weekly summary, every Monday.
    • The Daily summary, with the current state of your tracking data.
    • New warnings, a daily digest with only new warnings and recently detected elements.

    Choose who receives them with Edit recipients.

  • Personalized digests: with Add new personalized digest, you pick destinations and labels, and the people you choose get a digest of their notifications.

  • Real-time notifications: Allow real-time email notifications lets each event notify its own recipients as soon as something happens.

Your Consent Management Platform and its acceptance criteria, the destinations that use Google Consent Mode, and the low-traffic filter. See Consent & Cookie Monitoring.

AI Features

  • Enable AI features controls the AI features of the plan for all its users: the AI chat, Threads and Reports, Analyze on warnings, events and destinations, and others.
  • Browser domains lists the sites Trackingplan can browse, subdomains included: example.com, example.*. *.* means any site.

The AI providers behind these features are listed in Trackingplan's External Vendor Audit. All processing stays in the EU, and your data is never used to train the providers' models. The AI only reads the analytics data Trackingplan already stores for the plan, masked by default and isolated from other plans. It never sees payment data or credentials. See Privacy & Security.

Settings & Members > AI Features
Settings & Members > AI Features

Plan context

What Trackingplan knows about the plan: the facts and rules shared by everyone with access to it. Trackingplan applies them in every thread on the plan, and adds what members agree on in threads, so nobody has to explain the same thing twice. Add rule adds one by hand. Edit and Delete fix anything wrong or outdated.

Settings & Members > Plan context
Settings & Members > Plan context

Connect

Connect Slack, the MCP endpoint, ad platforms and custom connectors. See Slack, MCP Endpoint and Ad Platforms.

Team Members

Who has access to the plan, and their role: Admin, Editor or Viewer. To invite someone, click Add new team member.

Sharing

  • Show daily hits and property samples: people who open a shared link also see your events' daily hits and sample values.
  • Questions on public report links: report owners can let anyone with a report's public link ask Trackingplan about it, no account needed. Keep in mind that answers can include any data from the plan, not only what the report shows. Each report has a daily limit.

See Sharing.

Plan

  • Plan alias, to identify the plan in your list of plans.
  • Group, to organize your plans in groups.
  • Notes template, the starting text for description notes.

Change History

Every change you and your teammates have made to the tracking plan, grouped by day. Each one shows the element and its area, who did what, and when.

User account

  • Two-Factor Authentication: ask for a verification code every time you sign in.
  • Sound notification: play a sound when Trackingplan finishes answering. It applies to this browser only.
  • The account you are logged in with, and Logout.

Was this useful? Write to support@trackingplan.com