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General Settings Overview 

Manage your account, organization, and platform preferences: from personal settings to integrations, security, and branding.

The Settings page lets you manage your account, personalize the platform experience, and control preferences. Here’s a breakdown of what you can configure.

To access settings, click your profile icon in the top-right corner of the screen.

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1. Account Settings

Manage your personal profile and application preferences.

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Basic Settings:

  • First & Last Name: Edit how your name appears in Caplena.

  • Email Address: Used for notifications, password resets, and communication.

General Information:

  • Profile Created: See when your account was created.

  • Last Login: Monitor your recent login activity.

Application Preferences:

  • Language: Choose between English and German.

  • Theme: Switch between Light and Dark mode.


 

2. Organization Settings

Configure company-wide preferences and billing details.

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Billing Information:

  • Add or update your Company Name, Address, City, ZIP, and Country.

  • This info appears on all invoices.

  • Don’t forget to click Save after making changes.

Organization Preferences:

  • Dummy Values: Define up to 3 placeholders (e.g., -99, NULL) to exclude from billing.

  • Tracking: Opt out of usage tracking for support/debugging.

💡 Note: Dummy values only apply to newly uploaded data.


You can also view your Credit Usage on this page, and export it if needed.

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3. Theme Settings (Enterprise & Agency only)

Customize your Caplena branding.

themes

Visual Identity:

  • Default Logo: Upload your company logo (.JPG, .PNG, or .WEBP).

  • Global Color: Set your primary platform color.

  • Gradient Colors: Choose styling for reports

  • Sentiment Colors: Customize colors for sentiment views.

 Not included in your plan?
Theme customization is only available on Enterprise and Agency plans.
📧 Contact sales@caplena.com to upgrade.


 

 4. API Settings

Generate and manage API keys for external integrations.

api

To create an API key:

  1. Go to Settings → API tab

  2. Click Generate New API Key

  3. Copy & store it securely — you won’t see it again


 

5. Security Settings

Keep your account secure with password management and 2FA.

security

Change Password:

  • Enter your current and new password → click Save

Two-Factor Authentication (2FA):

  • Add protection via:

    • Authenticator App

    • Phone Number

    • Backup Codes

  • You can set up to 3 active methods


 

6. Integrations

Connect external platforms for smoother data import.

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View and manage all connected platforms under the Integrations tab.