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The Settings tab management

In this article, you will learn more about profile menu functionality in Stripo.

Kyrylo avatar
Written by Kyrylo
Updated over a week ago

Let's find out in which section information about your project is stored. We have divided them into several tabs.


Profile:

The Profile menu includes 4 sections:

  • Personal information:

Where it helps you to configure your personal data: upload your photo, add first and last names, and phone numbers, and select the interface language for the whole editor.

Also, you can change the current email address to which your account is registered.

To do that, just fill in a new email address in this field.

Please note that a new email address must be free from previous registration in Stripo.
So it means that no other account is tied to this email address.


​After that, an email with a confirmation button for changing the email address will be delivered to your new mailbox, you just have to confirm it.

Additionally, you can connect the login via Social network (Google, Facebook, Microsoft) or disconnect the current login option and set up the suitable password.

  • Change password:

Where you can change your password. Insert your current password, then set a new one, and repeat the new password once again.

Please note that the password minimum length is 10 characters, including 1 uppercase and 1 numeric character; you can also use only the following characters for your password: A-Z, a-z, 0-9.

  • Two-factor Authentication:

Two-factor authentication (2FA) adds an extra layer of security to online accounts. With Stripo, you can enable 2FA via an authentication app or email message.

To activate, please switch to "Two-factor authentication" and follow the instructions for your chosen method. You can use both methods simultaneously, with the app as primary and email as backup.

More information can be found in our separate article.

  • Delete account:

If you decide to terminate your account, you can do it in the "Delete Account" section.

Workspace:

The Workspace menu includes 3 sections:

1. In the "Workspace configuration" tab:

You can manage key workspace settings from company information and collaboration tools to rendering options, utilities, and feature visibility.

In the Company Info tab, you can:

  • Company Name displays the company name in your workspace.

In the Collaboration tab, you can:

Commenting:

The commenting feature in the Stripo editor allows users to leave comments directly in the email template, making collaboration on design and content more efficient. Users can discuss edits, mention colleagues, and quickly implement changes without leaving the editor.

Additional details on the Commenting feature can be found in our dedicated article.

Co-editing Mode:

The co-editing feature in the Stripo editor allows multiple users to work on the same email template in real-time. This enhances team collaboration, enabling seamless edits and tracking changes without delays.

For more in-depth information about the Co-editing Mode feature, please refer to our detailed article here.

In the Rendering & Compatibility Settings tab, you can:

  • Disconnect the "convert line spacing to pixels" option;

  • Enable Decode Special Character to convert encoded symbols into proper typographic equivalents (e.g., from — to ) for improved readability and compatibility.

Support of Outlook:

This option ensures the most accurate display of your buttons in MS Outlook email clients by inserting a special VML-code element.

For your convenience, you can enable/disable this option in a group, and it will automatically be set in all emails/templates for the current project.

Please note, that when this option is activated, the email size can be increased up to kilobytes for each added button.

Minimize CSS:

This feature optimizes your email template by removing extra spaces and comments in the CSS, reducing the overall file size. This not only improves loading speed and template performance but also lowers the risk of your emails being marked as spam and ensures better display across different email clients.

For more details about the Minimize CSS feature, please check out our article.

In the Email Utilities tab you can:

  • Enable Image compression. Following export, the magnitude of the images is reduced. The elevated percentage indicates a superior level of image compression;

  • Activate Email client testing. If this service is active, you can customize the number of email clients and devices to make a test of the email test;

Link shortening:

A URL shortener condenses long URLs into smaller ones. This is useful for emails with character limits, reducing typing from print sources, and aiding recall.

Links shortening is supported with your Bit.ly account. Activate the feature to effortlessly shorten the links that are inserted in the Editor by using your bit.ly token.

  • Activate the "Shorten Links" option;

  • Paste the "API access token" associated with your Bit.ly account.

More information on how to integrate with the Bit.ly account can be found in our separate article.

In the Features Management tab, you can show or hide any feature for users:

  • Home tab that control plan details and usage limits;

  • Data tab to sync data or collect feedback from forms;

  • Brand Guidelines tab creates and shares brand guidelines;

  • Basic Templates tab lets you quickly start with ready-made templates;

  • Pre-built Templates tab lets you browse professionally designed templates;

  • Plugins tab connects Stripo with your tools;

  • Security tab protects the workspace with 2FA or single sign-on.

2. In the Projects & Groups tab:

You can efficiently organize and manage your work.

  • Projects help structure work for different clients or tasks. Each project can have its own settings, email template options, and collaboration features, making it easier to manage workflows separately.

Click here for more details about Projects and how to configure them.

  • Groups allow you to categorize and manage multiple projects under shared parameters. This improves management efficiency by applying group-level settings across associated projects.

Check this article for more details about Groups and how to configure them.

3. In the "Image Storage" tab:

You can configure image storage settings, including options for using the default Stripo storage with no capacity or time limits or connecting to custom image storage.

For more details, click here.

Team:

The Team section consists of three tabs: Members, Roles, and Security. Below is a detailed overview of each:

  • Members:

If you're a design agency with a team of designers working on email templates, you can create a shared paid account and invite colleagues to collaborate in one workspace. Member access (view/edit) is included by default in the MEDIUM plan (up to 2 members), PRO (up to 9 members), and PRIME (unlimited). Other plans can add this as an extra feature.

To invite members, you have several convenient options:

  • From the Home tab: Simply click Invite, enter the email, assign a role, and set access levels:

  • From the Members tab: Click Invite member, fill in the details, and send the invitation. You can also generate an invitation link and share it directly with your colleagues:

For a detailed guide on inviting users, please refer to this article.

  • Roles

Stripo has introduced an enhanced system for managing roles and permissions within your team. With the Custom Roles and Permissions feature, you can create uniquely named roles, define detailed access levels, and assign them according to each team member’s responsibilities.


Learn more about custom roles in this article.

  • Security

The Security tab includes two sections for configuring advanced security settings: Two-Factor Authentication (2FA) and Single Sign-On (SSO).

  1. 2FA (Two-Factor Authentication):
    This section allows you to enable mandatory two-factor authentication for all team members. Once activated, each user will be required to use 2FA to log in to the platform, providing an extra layer of security.

  2. SSO (Single Sign-On):
    This section allows you to configure Single Sign-On for your entire workspace. SSO simplifies authentication and enhances security by allowing users to log in to multiple applications with one set of credentials. Team members must confirm participation to log in via SSO.

Billing:

The billing menu allows you to:

  • Send bills to your finance department, you can specify the financial emails in the field under the "Billing Address & TIN (VAT ID)" section and set your Company Name and check the registration date;

  • "Change the payment method", and click on the "Change Plan" of active subscriptions and "Cancel Subscription" if you would like to;

  • and buy Extra Users, Extra Timer Views, Extra Email Clients Tests, or Extra Export additional services.

More information about extra services can be found here.

  • Receive a bill after the payment, download it in the "Payments History" section;

For more information on how billing works, please follow this link.



Plugins:

Stripo Plugin is an embedded version of Stripo.email editor. It has been created to let you add it to an application you have created and provide your customers with a simple for use drag-and-drop email editor.

You can review more detailed information on Stripo's website.

There is API documentation that can help you with the settings.


Thank you for taking the time to read our articles. We hope you will find this information helpful.


If you have any additional questions, please email us at support@stripo.email.

We would be glad to talk with you.


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