Settings

Organization, email, team and your own account.

• General settings

  What each General setting does in Magic Testimonials, where the other settings are, and how to delete your organization.

• Branding

  Add your own logo to permission emails and the consent page, for light and dark screens, and choose where it shows.

• Inviting members

  The details of inviting a teammate: which role to pick, how seats count, what they receive and how long an invitation lasts.

• Managing members

  An Owner can change a teammate's role, hand over ownership, remove someone, and sign out the browser extension for the whole team.

• Roles and permissions

  Every person in your organization is a Member, an Admin or an Owner. This table shows what each role can do.

• Email provider setup

  Choose how your emails are sent: the built-in Platform Default, your own Postmark account or your own mail server. Add your mailing address first, because permission emails need it.

• From address

  Choose the name and address your emails come from, and set up your domain so they reach the inbox.

• Test send

  Send yourself a test email to confirm that your email provider works before you write to real customers.

• Default vs custom templates

  Every email starts with a built-in template, and you can save your own version. What your version changes depends on the email, and for permission emails it is less than you might expect.

• Writing a custom template

  Use the template editor to change an email's subject and text. For permission emails, the subject matters most, because the formatted email itself does not change.

• Template variables

  Variables are placeholders such as {{authorName}} that we fill in when an email goes out. This article lists them for each template.

• Preview and test templates

  Preview shows a sample of an email inside the editor. For permission emails it shows the fixed formatted email, so a real request to yourself is the only full check.

• Profile and security

  Manage your own account: picture, email, password, connected accounts and browser extension sessions, or leave your organization.

• Two-factor authentication

  Two-factor authentication asks for a code from an app on your phone when you sign in. Anyone on any role can turn it on for their own account, and the browser extension then connects through the website.

• Notification preferences

  Magic Testimonials has no notifications page. This article lists the emails your team gets and what you can change.

• Sign-in activity

  See recent password sign-ins to your account, and what to do if one looks wrong.

• AI settings

  Use your own Anthropic and OpenAI keys for AI captures and Search, and choose the models they use. This depends on your plan, and most teams never need it.