Settings Overview

The Settings section allows you to manage your user account, organization details, visual branding, member roles, integrations, and billing. Each subsection is outlined below.

User Profile (Settings > User)

Manage individual user account settings:

• Username: Set or update your display name.
• Email Addresses: Add or remove email addresses. One must be marked as “Primary.”
• Connected Accounts: Link third-party login providers.
• Security (not shown): Set password or enable two-factor authentication.

Changes to user details apply only to your individual login, not the organization.

Organization Profile (Settings > Company)

Manage company-wide organizational settings:

• Organization Name and Logo: Update the profile name and icon shown in your workspace.
• Leave Organization: Exit the current organization (only available if you’re not the sole admin).
• Delete Organization: Permanently delete the entire organization and all associated data. This action is irreversible.

Branding (Settings > Branding)

Customize the look and feel of warranty widgets:

• Logo Upload: Add your company logo to display in frontend widgets.
• Brand Colors:
  • Set separate colors for light and dark mode.
  • Customize both primary and secondary colors to match your theme.
• Product Page Display:
  • Inline Widget (Recommended): Appears above or below the add-to-cart section.
  • Popup Modal: Triggered after a product is added to the cart.
  • Optionally preselect the plan by default.
• White Label Option:
  • Remove Umbrella branding from the widget (Pro plan required).

Changes apply globally across all product pages using Umbrella widgets.

Members (Settings > Members)

Control access to the organization:

• Invite Members: Add users via email and assign roles.
• Roles: Available roles include Admin, Editor, and Viewer (permissions depend on role level).
• Remove Members: Remove or change access for any user in the organization.

Admins can manage all members. Non-admins have restricted access.

Integrations (Settings > Integrations)

Connect Umbrella to third-party platforms:

• Shopify (available): Full sync of products, orders, and warranty plans. Supports plan import and automated claim workflows.
• Other Platforms (coming soon):
  • WooCommerce
  • BigCommerce
  • Magento
  • Wix
  • Squarespace

Shopify Integration Details

• Shop Domain
• Integration ID
• OAuth Scopes: Permissions granted to Umbrella for store access
• Status: Shows if Umbrella is actively integrated
• Technical Tab: Contains localization and location metadata

Plan & Billing (Settings > Plan & Billing)

Manage your subscription and feature access:

Standard Plan – $149/month

Includes:

• 1 active warranty plan
• Up to 10 users
• Product page widget
• Claims portal with automation
• Email support

Enterprise Plan – Contact required

Includes everything in Standard, plus:

• Unlimited plans and users
• White-label branding
• Checkout widget (Shopify Plus)
• REST API access
• Custom widgets
• Priority phone support

All subscriptions are billed monthly. A 30-day free trial is available for Standard.

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