Whether you’re an Admin, Member, Manager, or Guest, this guide will walk you through everything you need to know in plain language. Let’s break down the settings and features available for each role in your Marker.io account.
Account & Workspace Settings Overview
Profile Settings
You can access your profile settings here: https://app.marker.io/settings/me/profile
Here you can edit your basic profile information:
Change your name.
Update your email: Switch to a new email address.
Reset your password: Set a new password if needed.
Delete your account: If you ever need to close your account, you can do it here.
Issue History
Who Can Access? All user roles.
Your issue history helps you keep track of every issue you’ve reported. Here’s what you can do:
View your issue history: See a list of all issues you’ve logged.
Add more annotations: Add notes or extra details to any existing issue.
Download screenshots: Save any screenshots attached to your issues.
Delete screenshots: Remove screenshots you no longer need.
Open issue pages directly: Jump straight to the issue inside Marker.io.
Open issues in your issue tracker/project management tool (Members & Admins only): Quickly access issues in tools like Jira, Trello, etc.
Extension
Who Can Access? All user roles: Admin, Member, and Guest
The Extension tab is where you can download the latest versions of Marker.io’s browser extensions. See details here: Browser extensions.
Personal Integration Accounts
Who Can Access? Members, Managers, and Admins
If your team members use their own credentials for your issue tracker or project management tool, they can connect their personal accounts here. This ensures that any issues they report appear as coming from them individually, rather than from a shared company account.
Important Note: Guests will always report through the main integration account set up by the team.
General Workspace Settings
Who Can Access? Admins only.
Admins can manage overall workspace settings, including:
Changing the company name: Update your company’s name anytime.
Enabling/disabling email notifications: Control which notifications are sent out.
Deleting the workspace: Need a fresh start? You can delete your workspace here (proceed with caution).
Authentication Settings
Who Can Access? Admins only
In this section, you can manage your authentication options:
Enable or edit Domain Join: Control who can access your workspace using a specific domain.
Set up Single Sign-On (SSO): Allow users to log in using their company credentials.
Custom Branding
Who Can Access? Admins only
You can customize how your Marker.io workspace looks with your brand’s identity:
Upload a company logo: Display your brand’s logo throughout Marker.io.
Enable or disable “Powered by Marker.io” branding: Choose whether to show Marker.io’s branding on your reports.
Shared Integration Accounts
Who Can Access? Members, Managers, and Admins
Shared integration accounts allow your entire team to report issues using the same connected account. Here’s what you can do:
View shared accounts: See which accounts are connected.
Disconnect or resync accounts: Refresh the connection or remove it if needed.
Connect new accounts: Add a new shared account for your team.
Plans
Who Can Access? Managers and Admins
If you’re managing your team’s subscription, this is where you’ll handle it:
Subscribe to a plan: Members and Admins can pick the best plan for their team.
Upgrade or downgrade plans (Admins only): Adjust your plan as your needs change.
Billing
Who Can Access? Admins only
Admins can manage all billing-related tasks here:
Change your subscription plan: Switch between different plans.
Switch between monthly and annual billing: Choose the payment cycle that works best.
View past invoices: Keep track of what’s been billed.
Edit billing details: Update your payment information.
Receive invoices via email: Get billing emails sent to the right inbox.
Cancel your subscription: End your plan if you no longer need it.
Members
Who Can Access? Managers and Admins
In the Members section, Managers and Admins can:
View all members: See who’s part of the workspace.
Invite new members: Add more people to your team.
Remove existing members: Clean up your member list when necessary.
Additionally, Admins can:
Upgrade or downgrade roles: Adjust user permissions as needed.
Guests
Who Can Access? Managers and Admins
In the Guests section, Members and Admins can:
View all guests: See who’s contributing as a guest.
Remove existing guests: Remove access if needed.
Upgrade or downgrade guest roles: Change guest permissions or promote them to members.