Profile dropdown in the top bar (F-301), full settings page with tabs (Profile · Notifications · Socials · Plan · Security · Privacy), notification preferences with granular per-event + per-channel toggles (F-120), the manual approval toggle with a clear explainer (F-302). The single place a realtor goes when something goes wrong — and Otto's anchor for all the small "where do I change X?" features.
Stop scattering "where do I change X?" across 5 different pages.
Today password lives in My Account. Notification preferences don't exist. Manual approval is a buried toggle. Profile pic uploads via Cloud Storage. Connected socials are visible but in a separate tab. There's no single "Settings" hub. The new Settings page consolidates everything: profile, notifications, socials, plan, security, privacy. The profile dropdown in the top-right is the universal entry point — every "I need to change something" question routes here.
1 hub
All settings in one tabbed page. Realtors stop searching.
−support tickets
"How do I change my password?" / "How do I stop these emails?" — gone.
+ notification control
Granular per-event opt-in/out across email + SMS + in-app. Realtors choose what reaches them.
+ trust
Clear approval-mode explainer prevents the "I accidentally turned this on / off and now everything's broken" pattern.
Surface 1 · Profile dropdown · F-301
The universal entry point — top-right avatar click
Click the avatar in the top-right of any page. A dropdown opens with the realtor's name + email at the top, then standard SaaS menu items: Settings · Brand Profile · Billing · Help · Sign out. Standard pattern; what realtors expect from any modern app.
app.socialrealtr.com/dashboard · profile dropdown open
▲ SOCIAL REALTR
▦ Dashboard
✨ Creative Studio
📅 Calendar
▢ My Projects
◷ Brand Profile
☁ Cloud Storage
Welcome back, Sarah
SK
Posts this week
12
Pending
43
Followers
8,420
Sarah Konja
sarah@konjarealty.com · Rising Star plan
⚙ Settings
◷ Brand Profile
💳 Billing & credits
🤝 Referrals
⚙ Tutorials
📞 Contact support
↪ Sign out
1
2
3
1Avatar with subtle border ring. Indicates clickable. Standard SaaS pattern. Stripe Dashboard, Linear, Notion all do this.
2Header shows name + email + plan. Identity confirmation at a glance. "Rising Star plan" is a soft promo for upgrade — small but constant.
3Standard menu items. Settings, Brand Profile, Billing, Referrals, Tutorials, Contact support, Sign out. Order matters: most-used at top, dangerous at bottom (Sign out red).
Surface 2 · Settings page
Tabbed page with everything in one place
Click "Settings" from the dropdown. Lands on a tabbed page: Profile (current) / Notifications / Connected Socials / Plan & Billing / Security / Privacy. Each tab is focused. Sidebar nav stays visible — they can navigate away anytime.
app.socialrealtr.com/settings/profile
▲ SOCIAL REALTR
▦ Dashboard
✨ Creative Studio
📅 Calendar
▢ My Projects
◷ Brand Profile
☁ Cloud Storage
⚙ Settings
⚙ Settings
SK
👤 Profile
🔔 Notifications
🔗 Connected Socials
⚙ Approval Mode
💳 Plan & Billing
🔐 Security
🛡 Privacy
Profile
SK
How your name appears across the platform.
Looking for niches, bio, voice, content pillars? Those live in Brand Profile → (different page, deeper config).
4
5
6
4Tab nav with emoji icons. 7 tabs cover everything: Profile · Notifications · Connected Socials · Approval Mode · Plan & Billing · Security · Privacy. Each tab has a focused purpose — not a wall of fields.
5Profile pic upload INSIDE settings. Today this is buried in Cloud Storage (per F-026). Now it's where realtors expect: in their account settings. Mirrors to Brand Profile + Cloud Storage > Headshots automatically.
6"Brand Profile lives elsewhere" link. Settings is for account stuff (name, password, notifications). Brand Profile is for identity stuff (niches, voice, headshots, agreement). Two surfaces with a clear cross-link.
Surface 3 · Notification preferences (F-120)
Granular control — per event × per channel
The Notifications tab. Each event has 3 toggles: 📧 Email · 📱 SMS · 🔔 In-app. Realtor decides which channels reach them for each kind of event. Approval-related events default ON (they need to know). Marketing events default OFF (we earn the right to send). Crucially: "stop emailing me" actually works.
app.socialrealtr.com/settings/notifications
👤 Profile
🔔 Notifications
🔗 Connected Socials
⚙ Approval Mode
💳 Plan & Billing
🔐 Security
🛡 Privacy
Notifications
Choose which channels reach you for each kind of update. Some are critical (approval-related) and stay on. Some you can turn off entirely.
⏱ APPROVAL & PROJECTS
Event
📧 Email
📱 SMS
🔔 In-app
Project ready for approval
When a project moves to "pending approval"
Approval reminder (after 7 days)
If a project sits without a response
Content posted live
Celebration when a post hits your socials
📊 ACTIVITY & INSIGHTS
Weekly recap
Sundays — your week in numbers
Property report ready
When a smart report auto-generates for one of your listings
📺 LIVE & COURSES
Coaching is live now
When Trent / Shawn goes live
Live coaching reminder (1 hr before)
Heads up before a session you saved
📢 MARKETING & PROMO
Newsletter
Monthly product + market update
Tip of the day
Pulled from our blog corpus — opt in for daily inspiration
Per event × per channel grid. Each row = an event. Three columns = email / SMS / in-app. Toggle each independently. Realtors who only want SMS for approvals can flip those on, kill the rest.
Defaults that respect attention. Approval-related = ON across all channels (critical). Activity = ON for email + in-app, OFF for SMS (not urgent enough for a text). Marketing = OFF by default — we earn the right via the in-app pulse, then they opt in.
Grouped by category. Approval / Activity / Live / Marketing. Realtors scan by section and turn off whole categories at once.
SMS opt-in compliance baked in. Per TCPA, we need explicit consent for promotional SMS. The defaults make this clean: critical SMS on (transactional), marketing SMS off (opt-in required).
Surface 4 · Approval mode (F-302)
The toggle that confused everyone — now with explainer
Today the manual approval toggle is buried with no context. Realtors flip it on without knowing what changes. Suddenly content stops auto-publishing, they panic, they message support. New version: dedicated tab, big amber callout, the toggle is the centerpiece, and the consequence is spelled out in plain English.
app.socialrealtr.com/settings/approval-mode
⚙ Approval Mode
Decide whether content goes live automatically or requires your manual approval first.
⚠ This setting changes how the platform works for you
Read this before flipping the toggle. The default (auto-publish) means we ship content on schedule without bothering you. Manual approval means EVERY post pauses until you say yes — even ones we proactively make for you. This can mean dozens of pending approvals piling up if you're traveling.
Auto-publish (current)
Content goes live on schedule. We work in the background, you stay focused on selling. Most clients pick this — keeps the lights on without effort.
Manual approval
Every post pauses for your review before going live. You see them in "Pending Approval" — tap "Approve" or "Request revision". Best for high-stakes brands (luxury, regulated) or perfectionists.
💡 You can switch back anytime. If you turn manual approval on and find yourself buried in a queue, switch back to auto-publish — your existing pending approvals stay pending, but new content auto-publishes again.
Surface 5 · Connected socials
One screen for all 8 platform connections
Today connected accounts live on a separate page. Move them inside Settings. Each platform shows: connection status, account name, last refresh, action buttons. "Connect" / "Refresh" / "Disconnect". Status pill makes broken connections jump out.
app.socialrealtr.com/settings/socials
🔗 Connected Socials
f
Facebook
@SarahKonjaRealty · refreshed 2h ago
CONNECTED
IG
Instagram
@sarahkonja · refreshed 2h ago
CONNECTED
in
LinkedIn
Sarah Konja · refreshed 1d ago
CONNECTED
G
Google Business Profile
Konja Realty · refreshed 3d ago
CONNECTED
TT
TikTok
⚠ Token expired — last refreshed 14 days ago
RECONNECT
YT
YouTube
Not connected
DISCONNECTED
X
X (Twitter)
Not connected
DISCONNECTED
P
Pinterest
Not connected
DISCONNECTED
Open questions for Trent
Notification defaults. Mockup shows my recommendation per category (approval = on, marketing = off). Confirm or adjust before launch.
SMS quiet hours. Should SMS reminders respect a quiet-hours window (e.g. 9pm–8am local time)? Recommend YES — being woken up by an SMS at 11pm is the fastest way to lose a client.
Approval mode wording. Mockup uses "Auto-publish" vs "Manual approval". Some platforms call this "Direct" vs "Review-first". Stick with current wording? Confirm.
Social token expiry handling. Today we just disconnect when a token expires. Mockup shows the warning state inline (yellow row). Should we also send a "your TikTok needs reconnecting" notification proactively? Recommend YES — silent disconnects are a leading cause of "why did my content stop posting?" tickets.
2FA support. Settings page has a "Security" tab — should that include 2FA setup? Recommend YES (industry standard for any account that handles billing). Phase 1 = SMS-based 2FA, phase 2 = authenticator app.