Settings Panel

Written By Sara Irfan

Last updated 4 days ago

What is the Settings Panel?

The Settings Panel controls global display filters that affect what data you see across all tabs. Access it via the gear icon in the dashboard header. These settings don't change the underlying data, they change what's visible to you.

What You Can Do with the Settings Panel

Exclude churned accounts from your view. By default, sub-accounts with status "churned" or "cancelled" are hidden. This keeps your dashboard focused on active business.
Include churned accounts for analysis. Toggle "Display Churned Accounts" ON when you want to analyze churn patterns, Like comparing the login activity of churned accounts before they left vs. accounts that stayed.
Hide agency admin noise. Toggle "Display Agency Admins/Users" OFF (default) to exclude your agency-level admin users from the Users tab. This prevents your own team's login activity from skewing client engagement metrics.
Show agency admin activity when needed. Toggle “Display Agency Admins/Users” ON when you want to see all users including agency admins.

Settings Guide

Setting	Location	Default	What It Does
Include Churned Accounts	All tabs (Overview, Sub-Accounts, Users)	OFF	When OFF: hides sub-accounts with status "churned" or "cancelled." When ON: shows all accounts including churned.
Display Agency Admins/Users	Users tab only (only appears in Settings when on the Users tab)	OFF	When OFF: hides agency-level admin users from the Users tab. When ON: shows all users including agency admins.

💡 Why exclude agency admins? Agency admins often log in frequently for administrative tasks. Including them can skew engagement metrics for end-customer usage.

Common Questions & Answers

Why are my numbers different from my colleague's dashboard?

You likely have different settings toggled. If one person has "Include Churned Accounts" ON and the other has it OFF, every metric will differ. Align on standard settings within your team to avoid confusion.

Can my sub-account users see that they're being tracked?

No. Only your agency admins have access to GoCSM data and tracking capabilities. Your sub-account clients and their users have no visibility into Login Activity tracking.

How do I stop tracking Login Activity for test/snapshot/internal sub-accounts?

Go to Health → Actions → Exclude Specific Sub-Accounts. This lets you remove internal, test, and snapshot sub-accounts from your Login Activity data so they don't pollute your metrics. You can also select multiple accounts and use “Bulk Actions” to exclude them in bulk.