Settings & team

Settings is the admin hub for everything that isn't a single form: your store's identity, legal copy, which domains can load your forms, your team, and your plan. Each row opens a focused page. What you see depends on your role — for example, Team appears for Admins and Owners, and Plan & Usage only for the Owner.

Store details

Three things live here:

• Store name — your brand name, auto-populated from Shopify during install. It resolves the {{shop_name}} merge tag in form copy (for example in SMS consent language), so make sure it reads the way you'd write it to a customer.
• Store context — six short fields that teach Luigi your business: Industry / Niche, Brand Voice, Target Audience, Business Goals, Product Categories, and Price Range. Luigi uses them to pick relevant questions, match your tone, and suggest strategies. They're auto-populated during onboarding — refining them is one of the highest-leverage minutes you can spend.
• Timezone — the timezone used for analytics windows and submission timestamps. Defaults to your browser's local timezone until you save one.

Branding & themes

Your brand colors and form theme catalog. Covered in Branding & themes.

Assets

The image library shared across your forms and branding: upload images, search them by name, and delete ones you no longer need. You can't delete an image a form still uses — Formtoro blocks the delete and tells you, so a live form never loses its artwork.

Legal & compliance

Your policy links and the consent copy used across your forms.

Policy URLs

• Terms of Service URL — e.g. https://your-store.com/pages/terms
• Privacy Policy URL — e.g. https://your-store.com/pages/privacy

Your consent fields link to these so shoppers can read your policies. Formtoro nudges you with a warning banner while either is missing.

Consent copy

Customize the text shown in your forms' consent fields:

• SMS consent text — the agreement shown with an SMS consent checkbox.
• Email disclaimer text — informational text shown with email capture (no checkbox; it's a disclaimer, not an opt-in).

Inside this copy you can use three placeholders, which Formtoro fills in:

• {{shop_name}} — your store name (from Store details).
• {{terms}} — a link to your Terms of Service URL.
• {{privacy}} — a link to your Privacy Policy URL.

The fields show Formtoro's recommended default until you change them; a Use recommended button appears whenever your copy differs, so you can always snap back. If your text is missing {{terms}} or {{privacy}}, Formtoro warns you — without them, shoppers see no clickable policy links.

New consent fields you add in the builder automatically pick up your saved copy and links.

Save a new version to apply changes. Policy links and consent copy are baked into a form when a version is saved and published. After changing them, open each affected form and Save version (and turn it on if it's off) so the storefront picks up the new copy — see Republish after changing shared settings.

Storefront domains

Live forms only load when the request comes from an allowed storefront domain — this stops arbitrary third-party sites from loading your forms just by knowing a form ID.

• Your installed Shopify shop domain is always allowed and can't be removed.
• Add every custom storefront host your store serves from. Paste anything — https://Shop.Brand.com/path is normalized to shop.brand.com automatically.
• Subdomains are matched exactly — add www.brand.com and shop.brand.com as separate entries.

Until you add your live storefront host, forms only load from the Shopify preview domain (Formtoro shows a warning). Edits appear in a contextual save bar at the top — Save applies them to the storefront within moments.

This is one half of going live; the other is the theme app embed. See Going live for the full flow and a "not showing" checklist.

Integrations

Connect the tools your submissions flow into — starting with Klaviyo. See Integrations. Configuring integrations requires the Admin or Owner role.

API and MCP connections

Mint scoped API keys and connect AI clients (Claude, ChatGPT) to your shop via the MCP server. See AI access & API keys for setup and the full scope list.

Team

There are no invitations. Anyone on your Shopify staff who opens Formtoro is added to your team automatically — new members join as Editors. To control who can open the app at all, use Shopify's own staff permissions (Settings → Users in the Shopify admin).

Four roles, each including everything below it:

• Viewer — read-only: sees forms, analytics, submissions, and settings, but changes nothing.
• Editor — creates, edits, publishes, and deletes forms; manages audiences, discounts, assets, branding; edits settings; uses Luigi.
• Admin — everything an Editor can, plus configuring integrations and managing the team (change roles, deactivate, reactivate).
• Owner — everything, plus Plan & Usage and billing. There is exactly one Owner — the first person who opened Formtoro on your store — and their role can't be changed or deactivated.

On the Team page you'll see each member's role, Last seen date, and your seat usage (e.g. "3 of 5 seats used") — your plan sets the seat cap, and new members can't join while you're over it. Admins can change roles and Deactivate members (they lose access until reactivated); only the Owner can change or deactivate another Admin. Deactivated members stay listed so they can be reactivated later.

Plan & usage

Owner-only. Shows your current plan with live meters for everything your plan limits — forms, published forms, audiences, integrations, discounts, and AI tokens this month — plus a chart of this month's submissions against your quota, and your plan's features (seats, storage, data retention, AI features, priority support).

Upgrade / Manage plan takes you to Shopify's hosted plan-selection page; billing itself is handled entirely by Shopify. If a payment fails or a downgrade is pending, a banner with a grace-period countdown appears here. And if Shopify's billing API is briefly unreachable, Formtoro shows your last known plan rather than blocking you.

Support

Two ways to reach us, available to every role: join the community Slack (the fastest way to reach the team and other Formtoro stores) or email support — we read every message.

Next steps

• Getting started — if you're still setting up.
• Going live — app embed, domains, and the launch checklist.
• Luigi — what your store context unlocks.