Settings

Your agency, your account, and where each portal lives.

Agency

Name: —
Slug: —
Your seat: —

Renaming is not wired up yet.

Account

Email: —
Type: —

Where things live

Marketing: https://docubase.snowai.app
Individuals: https://docubase.snowai.app
Agencies: https://docubase.snowai.app

One session covers all three — the cookie is written on .docubase.cloud.

Export data

Choose what to take, and Docubase gives you a link to download it.

ClientsThe practices you market for, with their contacts and status.CampaignsEvery campaign across every client, with send and open counts.TeamWho holds a seat, which seat, and since when.PurchasesDocuments this account owns, and what was paid for each.AccountYour own record, and the workspace it belongs to.

Clients, Campaigns and Team need an owner or admin seat — yours is not set.