Settings & Configuration

The Settings section provides comprehensive configuration options for your Inhouse project, including project details, team management, domain configuration, and platform integrations.

Project Settings

General Configuration

Access and modify your project’s core settings:

Navigate to Settings: Click on the “Settings” tab in your dashboard
Project Information:
- Project Name: Your project’s display name
- Project Slug: URL-friendly identifier
- Project ID: Unique system identifier
- Description: Brief project description
- Logo: Upload your project logo

Project Customization

Branding

Customize your project’s appearance:

Primary Color: Main brand color for the interface
Secondary Color: Supporting brand color
Logo: Upload your company logo
Favicon: Custom browser tab icon
Custom CSS: Advanced styling options

Localization

Configure language and regional settings:

Default Language: Primary interface language
Time Zone: Your project’s time zone
Date Format: Preferred date display format
Currency: Default currency for financial data
Number Format: Decimal and thousand separators

Team Management

User Access Control

Manage who can access your project and what they can do:

Admin Users: Full access to all features and settings
Editor Users: Can create and modify content, limited settings access
Viewer Users: Read-only access to project data
Custom Roles: Create specific permission sets for your team

Inviting Team Members

Go to People Tab: Navigate to Settings > People
Click “Invite User”: Add new team members
Enter Details: Email address and role assignment
Send Invitation: Team member receives email invitation
Accept Invitation: New member completes account setup

Permission Management

Links Management

Control who can create and manage links

App Tracking

Manage access to app analytics and settings

Customer Data

Control access to customer information

Project Settings

Manage who can modify project configuration

Domain Configuration

Adding Custom Domains

Brand your links with your own domain names:

Navigate to Domains: Go to Settings > Domains
Click “Add Domain”: Enter your domain name
Verify Ownership: Complete domain verification process
Configure DNS: Set up required DNS records
Test Configuration: Verify domain is working correctly

Domain Verification

Complete the verification process to prove domain ownership:

DNS Verification: Add TXT record to your domain
File Upload: Upload verification file to your web server
Email Verification: Verify domain through email
HTML Tag: Add verification tag to your website

DNS Configuration

Set up the required DNS records for your custom domain:

# CNAME Record for link routing
CNAME  @  your-inhouse-domain.com

# TXT Record for domain verification
TXT    @  inhouse-verification=your-verification-code

# A Record for root domain (if needed)
A      @  192.168.1.1

Deep Linking Configuration

Universal Links (iOS)

Configure seamless web-to-app experiences for iOS:

Associated Domains: Add your domain to your iOS app
Server Configuration: Host the required JSON file
Testing: Verify deep linking works correctly
Fallback Handling: Provide web alternatives

App Links (Android)

Enable direct app-to-app navigation for Android:

Intent Filters: Configure your AndroidManifest.xml
Domain Verification: Complete ownership verification
Testing: Ensure links work across devices
Fallback Setup: Handle cases where apps aren’t installed

Deep Link Testing

Verify your deep linking configuration:

Test on Physical Devices: Use real iOS and Android devices
Test Different Scenarios: App installed, app not installed
Verify Fallbacks: Ensure web alternatives work
Check Analytics: Monitor deep link performance

API Configuration

API Tokens

Generate and manage API access tokens:

Navigate to Tokens: Go to Settings > Tokens
Generate New Token: Create a new API access token
Set Permissions: Define what the token can access
Copy Token: Securely store your API token
Test Connection: Verify token works with API calls

API Permissions

Control what your API tokens can access:

Read Access: View project data and analytics
Write Access: Create and modify content
Admin Access: Full administrative capabilities
Custom Scopes: Specific feature access permissions

Webhook Configuration

Set up webhooks for real-time data updates:

curl -X POST https://api.tryinhouse.co/v1/webhooks \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "url": "https://your-app.com/webhooks/inhouse",
    "events": ["link.created", "link.clicked"],
    "secret": "your-webhook-secret"
  }'

Integration Settings

Third-Party Integrations

Connect Inhouse with your existing tools:

CRM Systems: Salesforce, HubSpot, Pipedrive
Marketing Tools: Mailchimp, Intercom, Zendesk
Analytics Platforms: Google Analytics, Mixpanel
Communication Tools: Slack, Discord, Microsoft Teams

Data Synchronization

Configure how data flows between systems:

Sync Frequency: How often data is synchronized
Data Mapping: Match fields between systems
Conflict Resolution: Handle data conflicts
Error Handling: Manage sync failures

Security Settings

Authentication

Configure security and access controls:

Two-Factor Authentication: Require 2FA for all users
Session Management: Control session duration and security
IP Restrictions: Limit access to specific IP addresses
Password Policies: Set password strength requirements

Data Privacy

Manage data protection and privacy:

Data Retention: Set how long data is kept
Data Export: Allow users to export their data
Data Deletion: Configure data deletion policies
Privacy Compliance: GDPR and CCPA compliance tools

Billing and Subscription

Subscription Management

Manage your Inhouse subscription:

Current Plan: View your current subscription tier
Usage Limits: Monitor your plan’s usage limits
Billing History: View past invoices and payments
Payment Methods: Manage payment information

Plan Upgrades

Upgrade your subscription as your needs grow:

Feature Comparison: Compare different plan tiers
Upgrade Process: Seamless plan upgrades
Prorated Billing: Fair billing for mid-cycle upgrades
Downgrade Options: Flexible plan adjustments

Advanced Configuration

Custom Fields

Add custom data fields to your entities:

Link Custom Fields: Additional link properties
Customer Custom Fields: Extra customer information
App Custom Fields: Custom app attributes
Extension Custom Fields: Additional extension data

Workflow Automation

Set up automated processes:

Link Creation: Automate link generation
Customer Onboarding: Automated welcome processes
Notification Rules: Automated alerts and notifications
Data Processing: Automated data transformations

Troubleshooting

Common Configuration Issues

Domain Not Working

Check DNS configuration
Verify domain verification
Test DNS propagation
Contact domain registrar

Team Access Issues

Verify user permissions
Check invitation status
Review role assignments
Test user authentication

API Integration Problems

Verify API token validity
Check API permissions
Review request format
Monitor API rate limits

Best Practices

Security

Regular Token Rotation: Update API tokens periodically
Principle of Least Privilege: Grant minimal necessary permissions
Monitor Access: Track who accesses what and when
Regular Audits: Review access and permissions regularly

Configuration Management

Document Changes: Keep records of configuration changes
Test Changes: Test configurations in staging environments
Backup Settings: Regularly backup your configuration
Version Control: Track configuration versions

Next Steps

Links Management

Start creating and managing your links.

Apps Tracking

Set up tracking for your mobile applications.

API Reference

Integrate Inhouse with your existing tools.

Quickstart Guide

Get started with the platform basics.

Need help with configuration? Check our API documentation or contact [email protected].