- Where
- Account menu, Profile and Settings
- App route
/settings- Answers
- How much quota is left this week?
- Needs
- An account. No collected data required.
- Updates
- When you open it, and after a plan change
What this screen is
Settings is about the account behind the data. Who you are, how you sign in, what you pay, where newsletters arrive, which AI assistants may read what you have collected. The screen is not one of the sidebar navigation groups, so open it from the avatar at the bottom of the sidebar, under My account, then Profile & Settings.
Two cards sit above the tabs and stay visible whichever tab you are on: the weekly analysis usage ring and your tracking email address. Between them they answer the two questions that bring most people here. How much quota is left this week, and what address to paste into a competitor's signup form.
Eight tabs sit below them: Profile, Security, Billing, Email integrations, Notifications, Benchmarks, AI assistants and My feedback. Your plan hides none of them. It changes two numbers only: how many analyses you get per week, and how many tracking addresses you may keep active.
Workspaces, the companion page, opens from the workspace selector at the top of the sidebar. A workspace is a label carried by a tracking email address, nothing more. Label the addresses and the selector scopes every other dashboard to Competitors, Clients, or whatever you named them.
Three things people expect here and do not get. Username and email are read-only and send you to support. The Notifications tab has nothing to switch. And the benchmark industry you pick is remembered by the browser you picked it in, never by the account.
Open it when
- You have just signed up and need to copy the tracking address before subscribing to a competitor's newsletter.
- Newsletters stopped being analysed and you want to check whether you hit this week's limit.
- You are moving between plans, or cancelling, and want to see the card on file first.
- You are separating Competitors from Clients and need each tracking address assigned to the right workspace.
- You want Claude, ChatGPT, Perplexity or Gemini to answer questions about your own newsletter data.
- You reported a bug through the feedback button and want to see whether the team replied.
Screen anatomy
The mock shows the Billing tab open. Both cards above the tab row stay put whichever tab you pick; everything under it changes. Numbers on the mock match the walk-through beneath.
Settings
Manage your account, security, billing, and integrations.
| Full name | Jana Novak |
| Company (optional) | Belenka s.r.o. |
| Tax ID / VAT (optional) | - |
| Payment method | visa •••• 4242 Update card |
| Address | Karlova 12 |
| City | Praha |
| ZIP code | 11000 |
| Country | Czechia |
- Weekly analysis usage ring Analyses used since Monday against your plan limit, plus how many remain. Colour bands sit at 70 and 90 percent.
- Your tracking email address The address newsletters must be sent to, with a Copy button, a delivery badge and a purple workspace chip. The most-copied string on the page.
- Subscription card Your current plan as a badge, plus the two actions that change it: Change tier and Cancel subscription.
- Weekly limit, Used this week, Remaining The ring's numbers spelled out. The date in the first tile is the Monday the counter reset on.
- Usage progress bar The same share on a different scale: green below 80 percent, yellow below 100, red at or above 100. Hidden on an unlimited plan.
- Billing information Eight fields, read-only until you press Edit billing information. Name, address, city, ZIP and country are required.
- Payment method and Update card The card brand and last four digits on file. Update card leaves the app for the Stripe billing portal.
- Header and tab bar The title, the subtitle "Manage your account, security, billing, and integrations", and the eight tabs. Profile is always the tab you land on.
- Profile and Security tabs Four read-only account rows; then the password request form, two-factor authentication and the red Danger zone card.
- Email integrations tab The address limit strip, the create row with its optional workspace label, the active addresses and an Inactive emails section.
- Notifications and Benchmarks tabs A fixed list of the four mails Newsletrix sends, and the dropdown that chooses which industry average is drawn elsewhere in the app.
- AI assistants and My feedback tabs The connector URL, tokens, OAuth clients, vendor setup tiles and example questions to copy; then a read-only list of the feedback you filed.
- The Workspaces page Reached from the workspace selector at the top of the sidebar. Creates and renames workspaces, and assigns each tracking address to one.
Every panel explained
Weekly analysis usage ring
A donut of analyses used this week against your plan limit, with the percentage, a caption and a thin bar.
How it is calculated. The limit is fixed per plan: 2 on Free, 5 on Basic, 15 on Standard, 50 on Premium. Used counts newsletters analysed since the Monday of the current week, and remaining is the limit minus used, never below zero. The percentage is used divided by limit, rounded and capped at 100. Unlimited plans draw a full ring with an infinity sign.
How to read it. Normal colour up to 69 percent, amber from 70 to 89 with an "Approaching limit" pill, red from 90 with "Limit reached". At 100 percent the caption says new emails are still saved but will not be analysed until next week.
Two colour scales describe the same number: the ring switches at 70 and 90 percent, the Billing progress bar at 80 and 100. The count does not tick up while you sit on the screen, so reopen Settings if you want a fresh one.
Your tracking email address
The address newsletters must be sent to, with a Copy button, a delivery badge and an optional workspace chip.
How it is calculated. The card shows your newest active address; the rest sit behind a "Show N other addresses" disclosure. The badge reads the most recent newsletter delivered to that exact address: green with a relative time while the last delivery is under seven days old, grey beyond that. The time is rounded to just now, minutes, hours, days, months or years. Addresses are always issued on the Newsletrix mail domain as news+ plus eight random characters, never on your own domain.
How to read it. A green badge proves collection works end to end. "Awaiting email" with a spinner means nothing has ever arrived, so either the subscription was never confirmed or the sender has not sent since.
With no address at all, the card becomes a dashed placeholder with a Generate address button. Nothing is collected or analysed until you press it.
Account information (Profile tab)
Four read-only rows: Username, Email, Subscription tier, Account status.
How it is calculated. Your plan shows as a name: Free, Basic, Standard, Premium or Unlimited. Status reads Active unless the account has been disabled, and anything with no value at all shows as a hyphen.
How to read it. This is the plan your account is actually on. Nothing here is editable: to change your username or email you have to contact support.
Change password (Security tab)
Three fields and a Request password change button, under a blue security notice.
How it is calculated. It needs your current password, a new one of at least six characters, and a matching confirmation. Submitting changes nothing by itself: it sends a confirmation email, and the password changes only when you open the link in that mail.
How to read it. The green panel means the mail was sent, not that the password changed, and it clears itself after five seconds. Accounts created with Google sign-in have no password for this form to change.
Two-factor authentication (Security tab)
A status panel and a three-step setup: a QR code, the same secret as text, and a six-digit verification field.
How it is calculated. Setup switches on only after you enter a correct six-digit code. Turning it off needs a valid code too.
How to read it. Green means a code is asked for at every login. Yellow means password only.
Turning two-factor off needs a working code, so losing the authenticator app removes the self-service way back in. Disabling also retires the code you set up with, so switching it on again later means scanning a new QR code rather than reusing the old one.
Danger zone (Security tab)
A red card whose Delete account button opens a typed-confirmation modal.
How it is calculated. Confirm stays disabled until you type DELETE exactly. It then disables the account immediately, ends the session and sends you to the login page.
How to read it. The four consequences listed in the modal are literal. Your account stops working, but the newsletters and analyses you collected stay, and a paid subscription keeps running until you cancel it separately.
Subscription and usage (Billing tab)
The plan badge, the two plan actions, three tiles and a progress bar.
How it is calculated. The tiles print the same numbers as the ring: the weekly limit with the Monday the current week started, the count used since that Monday, and what is left. The bar repeats the percentage on its own scale, green below 80, yellow below 100, red at or above 100. Unlimited plans hide the bar.
How to read it. The date on the Weekly limit tile is the exact reset point, so it tells you how long the current count has been running. "Emails per week (resets every Monday)" is literal, not an approximation.
Changing or cancelling a plan (Billing tab)
Two modals: a three-card plan chooser and a cancellation confirmation.
How it is calculated. The chooser offers Basic at 9 dollars a month (5 analyses per week, basic analytics, email support), Standard at 29 (15 per week, advanced analytics, priority support) and Premium at 69 (50 per week, full analytics suite, 24/7 support). Your current plan carries a Current chip and cannot be picked. From the free plan you are sent to a checkout page; between paid plans the change applies at once with a prorated adjustment. Cancelling ends the subscription at the end of the current billing period, never immediately.
How to read it. The cancellation copy matches the behaviour: the plan runs to the period end and your newsletters and data are preserved. With no active paid subscription the cancel button still shows, but returns an error inside the modal.
The three prices in the chooser can drift from what you are actually charged, so treat the amount on the checkout page and on your receipt as the real one. Coming back from the billing portal also lands you on the Profile tab, so click Billing again.
Billing address and payment method
Eight fields, read-only until you press Edit billing information, plus the card on file.
How it is calculated. Full name, address, city, ZIP and country are required, with minimum lengths on save: 2 characters for name, 5 for address, 2 for city, 3 for ZIP, 2 for country. Company, company ID and tax number are optional. The payment row is not part of this form. It shows the card brand and the last four digits, and Update card is the only way to change it.
How to read it. Update card leaves the app for the Stripe billing portal. If the portal cannot be opened you get an error telling you to contact support. On the Free plan the whole card is replaced by a note that no billing information is required.
Tracking email addresses (Email integrations tab)
A limit strip, a create row with an optional workspace label, the list of active addresses, and an Inactive emails section.
How it is calculated. Active addresses are capped at 1 on Free and Basic, 5 on Standard and 15 on Premium. A workspace label may use letters, digits, spaces, underscore, hyphen and dot, up to 100 characters; anything else you type is dropped, and leaving the field empty means no workspace.
How to read it. "Limit reached" with a lock icon means Create New is off until you deactivate an address or upgrade. Deactivating throws nothing away: the address moves to Inactive emails and the newsletters it already collected stay.
Email notifications (Notifications tab)
Four rows: password change confirmations, security alerts, feedback replies, billing receipts.
How it is calculated. It is not. The list is fixed, and every row reads Enabled whatever you do.
How to read it. Read the tab as a list of the mails Newsletrix sends you. Nothing on it can be switched off, and the tab says as much: granular notification preferences are a future release.
Industry benchmarks (Benchmarks tab)
One dropdown with five verticals: Retail / E-commerce, SaaS / Technology, Media / Publishing, B2B / Business services, Non-profit.
How it is calculated. The choice selects a published median per metric. Open rate: 15.68, 19.29, 22.15, 21.56 and 25.17 percent in that order. Click-through rate: 2.01, 2.08, 4.62, 2.72 and 2.79 percent. Metrics that do not vary by industry fall back to fixed best-practice bands: reading ease 60 to 70 (ideal 65), reading grade 7 to 8 (lower is better), 7 to 15 links per email (ideal 10), 1 to 3 CTAs (ideal 2), and 40 to 60 character subject lines (ideal 50). The default is Retail / E-commerce.
How to read it. Pick the vertical closest to what you track. Every benchmark band drawn elsewhere in the app then compares your value against that published average, and against your own portfolio average once you have enough newsletters for one.
The choice lives in the browser you made it in, so it does not follow you to another device. Every published value is dated January 2024, old enough that the overlays carry a "may be outdated" note. And "peer" means the average across your own tracked newsletters, not other Newsletrix customers; the open and click rates behind it are estimates Newsletrix makes from the content of each email, never measured opens or clicks.
AI assistants tab
The connector URL with a Test button, access tokens and OAuth clients behind a credentials gate, four vendor setup tiles, and five groups of example questions.
Settings
AI assistants
| Name | Source | Scope | Created | Last used | Expires | Status | Actions |
|---|---|---|---|---|---|---|---|
| Claude Desktop on MacBook | Personal access token | newsletters:read | 2026-08-14 | Never | 2027-08-14 | Active | Regenerate Revoke |
How it is calculated. Tokens are capped at three active, where active means neither revoked nor expired. Lifetime is 30, 90, 180, 365 or 1825 days, with 1 year the default; a regenerated token always comes back on that 1 year default rather than the lifetime it replaced. Scope is forced to read-only newsletter access whatever the client asks for. OAuth clients are capped at three, with callbacks typed in or filled from presets for Claude, ChatGPT, Perplexity and Gemini.
How to read it. The badge on each vendor tile says what you need: OAuth (Claude Desktop and claude.ai) takes only the URL plus a consent screen, Bearer (ChatGPT, Perplexity, Gemini) needs the URL plus a token. Status is Active, Expired or Revoked, and revoked or expired rows stay hidden until you show them from the overflow menu. Test only proves your browser can reach the connector, not that the assistant can.
A new token appears once in an amber banner with a ready-made authorisation header; a new client secret appears once in a green one. Neither can be retrieved later, and the only recovery is regeneration, which invalidates the old value immediately. Regenerating a client secret, or deleting the client, revokes every token issued through it. A client with no pinned callback carries an amber "Any callback allowed" badge, the loosest setting, meant only for integrations you trust.
My feedback tab
A read-only list of the feedback you filed, with a status badge, the time, the page it came from and any replies.
How it is calculated. Items run newest first and replies within an item run oldest first. Status maps to a badge: Open blue, In Progress yellow, Resolved green, Closed grey.
How to read it. A green block is an answer from the Newsletrix team, stamped with who wrote it and when. You cannot file anything here; new feedback goes through the feedback button in the top-right corner of the app.
The Workspaces page
A create form, your workspaces with counts, and a table pairing every tracking address with a workspace dropdown.
How it is calculated. A workspace exists only as a label on a tracking address. Each row counts the addresses carrying that label and the newsletters delivered to those addresses, and deactivated addresses still count. Renaming relabels every address at once; deleting clears the label and leaves the newsletters untouched.
How to read it. The counts say whether a workspace is actually collecting. One tracking email and zero newsletters means the address exists but nothing has been forwarded to it yet.
Typing a name and pressing Create only remembers it in your browser. A workspace is kept once you assign at least one tracking email to it, so assign an address in the table below, or the name disappears the next time browser storage is cleared.
Metric definitions
| Metric | What it means | How it is produced | Scale |
|---|---|---|---|
| Weekly limit | Analyses your plan allows per week | Fixed per plan: 2 Free, 5 Basic, 15 Standard, 50 Premium | 2, 5, 15, 50 or unlimited |
| Used this week | Newsletters analysed since Monday | Counted from the Monday of the current week | Whole number from 0 |
| Remaining | Analyses left this week | Limit minus used, never below zero | Whole number, or unlimited |
| Week start | The Monday the counter reset on | Printed on the Weekly limit tile as a date | Date |
| Usage percentage | Share of the weekly limit consumed | Used divided by limit, rounded, capped at 100 | 0-100 |
| Ring colour band | Severity shown on the ring | Normal below 70, amber 70-89 with "Approaching limit", red from 90 with "Limit reached" | 3 bands |
| Bar colour band | Severity shown on the Billing bar | Green below 80, yellow below 100, red at or above 100 | 3 bands |
| Delivery badge | Whether mail is arriving at your address | Green with a relative time under 7 days old, grey beyond, "Awaiting email" if nothing ever arrived | 3 states |
| Address limit | Active tracking addresses your plan allows | 1 Free and Basic, 5 Standard, 15 Premium | 1, 5, 15 or unlimited |
| Active tokens | Tokens an assistant can use right now | Neither revoked nor expired, capped at 3 | 0-3 |
| OAuth clients | Registered clients you own | Counted per account, capped at 3 | 0-3 |
| Access token lifetime | How long a token stays valid | Chosen from 30, 90, 180, 365 or 1825 days; 1 year is the default | Days |
| Token scope | What an assistant may do | Always read-only newsletter access, whatever is requested | Fixed |
| Workspace counts | How much a workspace holds | Addresses carrying the label, and newsletters delivered to those addresses | Whole numbers |
| Industry open rate | Published average for the chosen vertical | Retail 15.68, SaaS 19.29, Media 22.15, B2B 21.56, Non-profit 25.17 | Percent |
| Industry click rate | Published average click-through for that vertical | Retail 2.01, SaaS 2.08, Media 4.62, B2B 2.72, Non-profit 2.79 | Percent |
| Best-practice bands | Ranges used where industry data does not apply | Reading ease 60-70, grade 7-8, 7-15 links, 1-3 CTAs, 40-60 character subjects | Band |
| Peer average | Average across your own tracked newsletters | Mean of the metric over your newsletters, excluding the brand in view; a newly analysed newsletter can take a few minutes to appear in it | Same unit as the metric |
Filters and controls
| Control | What it does | Default |
|---|---|---|
| Tab bar | Switches between the eight sections | Profile |
| Copy buttons | Copy the address, connector URL, token or client ID | - |
| Generate address | Creates your first tracking address | Only shown at zero addresses |
| Show N other addresses | Expands the rest of your active addresses | Collapsed |
| Request password change | Sends the confirmation email; the button relabels itself while it sends | - |
| Enable 2FA / Disable | Opens setup or removal; both need a six-digit code | Disabled |
| Delete account | Opens the modal; confirm needs the word DELETE typed | - |
| Change tier | Opens the plan chooser; confirm stays off until you pick a different plan | - |
| Cancel subscription | Opens the cancellation modal | Secondary: Keep subscription |
| Edit billing information | Switches the address form between read and edit mode | Read-only |
| Update card | Leaves the app for the payment portal | - |
| Workspace field, Create New | Creates a tracking address with an optional workspace label | Both off at your plan cap |
| Your industry | Chooses which published average is drawn as a benchmark | Retail / E-commerce |
| Test | Rechecks that the connector answers your browser | - |
| Create credentials | Reveals the tokens and OAuth client cards | Hidden until you own one |
| New token | Issues a read-only token with a name and a lifetime; shown once | 1 year; off at 3 active |
| Token menu | Shows or hides revoked and expired rows, or revokes all active tokens | Revoked hidden |
| New client | Registers an OAuth client with callbacks typed in or filled from a preset | Off at 3 clients |
| Example questions | Five ready-made sets you can copy into an assistant | Inbox digest |
| Workspace selector | In the sidebar: scopes every dashboard to one workspace | All workspaces |
| Workspaces page | Create, rename or delete a workspace and assign addresses to it | No workspace |
Some things are deliberately absent, so stop looking for them. Username and email cannot be edited here at all. Notifications has no switches to throw. Links cannot point at a tab either; a URL naming one still opens on Profile. And the benchmark industry belongs to the browser rather than the account, so there is nothing to sync between devices.
How to use it
- Copy the address, then subscribe with it Use the tracking address on the competitor signup forms you care about, then watch the badge flip from "Awaiting email" to a green timestamp.
- Decide how many addresses you need One per client, market or competitor set, up to your plan's cap of 1, 5 or 15. Type the workspace label in the create row as you make each one, rather than tidying later.
- Assign and check on the Workspaces page Confirm every address sits in the right workspace and read the counts: an address with zero newsletters is not collecting. Then scope the dashboards from the sidebar selector.
- Set your benchmark industry once Every benchmark band drawn elsewhere in the app uses it, and you will need to set it again in another browser.
- Watch the ring, not the inbox Check it midweek. At 90 percent you have a decision to make before Monday: upgrade, or deactivate a low-value tracking address so the quota goes to newsletters you actually read.
- Connect an assistant only if you will use it One read-only token on the 1 year default, named for the machine it lives on. Revoke it the moment that machine changes hands.
Label the workspace at the moment you create the address. A newsletter belongs to whichever workspace its delivery address carries, so everything ever received at that address moves with it, including mail collected before the label existed. One address per client keeps the workspace filter honest with no per-newsletter tidying.
Limits and caveats
- Plan prices in the change-tier chooser can drift from what you are actually charged. The amount on the checkout page and on your receipt is the one that counts.
- The same usage number carries two colour scales: 70 and 90 percent on the ring, 80 and 100 percent on the Billing progress bar.
- Notifications is an informational tab. Every row is labelled Enabled whatever you do, and none of them can be switched off.
- Your benchmark industry lives in the browser you set it in, not on your account. Every published benchmark value is dated January 2024, old enough that the overlays carry a "may be outdated" note.
- "Peer" in a benchmark overlay is the average across your own tracked newsletters, not other Newsletrix customers. There is no minimum sample size, so a peer line can come from a single newsletter, and the sample count is your only signal of that. The open and click rates behind it are estimates Newsletrix makes from the content of each email, never measured opens or clicks.
- Deleting your account disables it rather than erasing the collected newsletters, and it does not cancel a paid subscription. Cancel first if you are paying. Turning off two-factor authentication retires the code you set up with, and there are no backup codes.
- Tokens and client secrets are displayed exactly once, with no way to look them up afterwards. On the Founders plan the Profile tab shows the subscription tier as Unknown, even though the weekly limit is applied correctly.
FAQ
Why did my newsletters stop being analysed halfway through the week?
You hit the weekly analysis limit for your plan: 2 on Free, 5 on Basic, 15 on Standard, 50 on Premium. The usage ring turns red from 90 percent and the caption tells you that new emails are still saved but will not be analysed until next week. The counter resets every Monday, and the Monday it reset on is printed on the Weekly limit tile in the Billing tab.
I requested a password change and nothing happened. What went wrong?
Nothing. The form only requests the change. Newsletrix sends a confirmation email and the password changes only when you open the link in that email. The green panel on the form confirms that the mail was sent, not that the password was changed, and it clears itself after five seconds.
Can I change my username or email address in Settings?
No. The four rows on the Profile tab are read-only and the card tells you to contact support. The only identity change you can make yourself is the password, and that one goes through email confirmation.
Does cancelling my subscription delete my newsletters?
No. Cancelling schedules the subscription to end at the end of the current billing period, so the plan stays active until then and your newsletters and analyses are preserved. Deleting the account is a separate action in the Danger zone, and even that only disables the account rather than erasing collected newsletters. Deleting the account does not cancel a paid subscription, so cancel first if you are paying.
What can an AI assistant actually see through the connector?
Read-only newsletter data. Every token is issued with a fixed read-only scope that cannot be widened from this screen. An assistant can list and search your newsletters, open a single one, and read brands, dashboard statistics, recommendations, topics and workspaces. It cannot send mail, change settings or touch billing.
I created a workspace and it disappeared. Why?
A workspace is only a label carried by a tracking email address, so a name you type on the Workspaces page is remembered by your browser alone until you assign at least one address to it. Assign an address in the Assign tracking emails table and the workspace becomes permanent. Clear your browser storage before that and the name is gone.