The Settings and Users page shows a variety of different settings that you can modify. You'll find a list of them here below. You can access this page by pressing on the configuration icon at the top right corner of any page on Optmyzr, and selecting "Settings and Users"
Subscription
This section will show you a detail of your total spend (on average of last 30 days), the number of linked accounts, and active automation. You'll see a chart with the plan limits and the rates for exceeded limits.
Subscription details: Information about your subscription and billing cycle.
View Payment History and Invoices: Detailed information about past invoices and payments you've made since you subscribed to Optmyzr.
Change Card: Use it to update your credit card details. It's only visible if your current payment method is a credit card.
Verify Billing and Tax Information: Section to add additional information like tax ID, postal code, billing country, or other information about the company to your invoice.
Add recipient email: add the email of additional team members who should receive receipts. If someone should no longer receive receipts, you'll be able to remove them through this window.
Billing information: Includes information about the subscription limits (accounts you can connect, spend you can have) as well as rates for exceeding the limits (and how much would you be eligible to pay).
Upgrade Your Plan: You can use the Upgrade button to change your plan, billing cycle, or spend tier directly from this page.
Clicking the button opens a dedicated upgrade screen with three panels:
Current Plan: Your plan name, billing cycle, spend tier, trailing 30-day spend, and current plan price, with any overage charges surfaced directly.
Select New Plan: Selectors for plan, billing cycle, and spend tier. Optmyzr pre-selects a spend tier based on your account's actual trailing 30-day spend, then shows the new price, including any applicable discounts.
What You'll Gain: The feature delta unlocked by the upgrade, along with any savings from switching to annual billing or from moving out of overages.
Once you've made your selection, you can review the full cost breakdown before anything is charged, including the prorated amount due today, any proration credit, pending overages, VAT, and other relevant billing details. Payment is taken on the card on file, and the plan change syncs to billing automatically.
Note: The self-upgrade feature does not support downgrading your plan tier, billing cycle, or spend limit. You also cannot use it to cancel your subscription or switch to an identical plan.
For example, you can use the self-upgrade feature to switch from a monthly to an annual billing cycle. To switch from annual to monthly, contact support@optmyzr.com.
You can read more about plan limits and overages here.
You can also read our Subscription and Billing FAQ article here which talks about invoices, overages, payments, and more billing-related queries.
Change Password & Update Profile
This section allows you to change your current password. You'll find the guidelines for a new password, as well as the option of logging out of all active sessions.
The "Update Profile" section allows you to change your display name.
Preferences
Use this section to customize your language, notifications, and other preferences for the tool. You can switch the interface language to Japanese, choose whether to enable or disable notifications, update email preferences, club your alert notifications (emails), see badges earned, etc.
Users
In this section, you'll find the team members added to the Optmyzr account, as well as the account owner. You can change the access for the current team members, and invite new team members here as well.
You can read more about how to manage team users and team members in this help article.
User Roles
This section shows the User Roles assigned to team members for Blueprint tasks. These roles help define who is responsible for specific tasks within Blueprint workflows. You can filter by account, role, or team member, and edit roles individually or in bulk.
User Roles are currently used only for Blueprint task assignments.
They do not control user permissions, access levels, or what users can see or do in Optmyzr.
Slack Integration
In this section, you can connect your user's email account to receive the alerts generated for your accounts directly in Slack.
You can read more about how this works and how to connect your account here.
Zapier Integration
This section allows you to get the Zapier Access Key required to connect your account with Zapier. Please note that for security reasons, only the account owner can generate this key and share it with their team.
You can read more on how to set it up here.
MCP Integration
In this section, you can connect Optmyzr to AI assistants using the Model Context Protocol (MCP). This allows the assistants to securely access your account data and take actions on your behalf with your approval.
Under Fastest, you’ll find two options: Optmyzr for Claude and Optmyzr for ChatGPT. The Optmyzr connector is available in the Claude and ChatGPT app directories. You don’t need an API key. Click Connect in Claude or Connect in ChatGPT, add the connector, and sign in with your Optmyzr login.
If you prefer to set up the connection manually, expand Connecting manually instead? to view the step-by-step instructions and the MCP Server URL.
For Claude Code, Copilot Studio, Langdock, Cursor, and other tools that support MCP, expand the Other AI Assistants row.
You can read in detail about Optmyzr Sidekick MCP and its configuration here.
Microsoft Teams Management
This section lets you view and manage the Microsoft Teams integration status of your team. This feature allows you to receive notifications regarding Optmyzr alerts in Microsoft Teams.
You can read more about how this integration works here.
