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Settings

The Settings page (/admin/settings) contains configuration options that apply across your customer account.
For client-specific configuration (categories, pricing, custom fields, domains, and signup pages), see the Clients page.
The /settings route in the admin dashboard is a user profile editor where you can update your name and email. Phone number and job title fields are displayed but are not currently saved. This route is separate from the admin-wide Settings page described here.

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Files tab

The Files tab lets you upload and manage shared assets stored in your customer’s public bucket. These files are served from the RapidCert CDN and can be referenced across the platform — for example, as attachments on template directives or in certificate branding. Navigate to Settings in the sidebar, then select the Files tab.

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Uploading a file

  1. Click Choose File and select the document from your computer
  2. Click Upload
The file is uploaded to the CDN and appears in the file list immediately. Each file displays its name, size, upload date, and CDN URL.
Upload files here first if you plan to attach them to template directives. Once uploaded, they become available in the Add from customer files dropdown on any template’s Directives tab.

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Managing files

  • Copy URL — click the copy icon next to any file’s URL to copy it to your clipboard. Use this to reference the file elsewhere (e.g. in HTML content or external documentation).
  • Remove — click Remove to delete a file from the CDN. This action is permanent.
Removing a file that is referenced by template directives or other configuration will break those references. Verify the file is no longer in use before deleting.

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Conversion Tracking tab

The Conversion Tracking tab manages the Google Analytics 4 (GA4) destinations used for server-side signup conversion events. Navigate to Settings in the sidebar, then select Conversion Tracking.

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Add a destination

  1. In GA4, open Admin > Data streams, select the Web stream, and copy its Measurement ID.
  2. Create a Measurement Protocol API secret for that Web stream.
  3. In RapidCert, click Add destination.
  4. Enter a descriptive name, the Measurement ID beginning with G-, and the API secret.
  5. Optionally make the destination the customer default, then click Save destination.
The API secret is write-only after saving; only its final four characters are shown. To rotate it, enter a new value under Replace API secret and save the destination.

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Test and manage a destination

Each destination also shows Delivery health, conversion summaries, recent failures, and a paginated Settlement transactions table.

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Settlement transactions table

The table lists settled attributed payments and refunds. It shows the capture date, event type and status, transaction identifiers where available, gross amount and tax, itemised fees, and the landed connected-account net.
  • Use the Show selector to display 10, 20, or 50 rows per page.
  • Use the pagination controls to move between pages.
  • Column sorting is not available because the totals are calculated server-side across the full result set.
If the insights section fails to load, click Retry insights.
After adding a destination, assign it to one or more signup pages under Clients > Signup Configuration.

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Discounts Tab

Admins can create and manage discount codes from the Discounts tab. For full details on discount management, see Discount Management. Navigate to Settings in the sidebar, then select the Discounts tab.

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Next Steps

Clients

Configure client-specific settings such as categories, pricing, signup pages, and conversion tracking

Users & Viewers

Manage who has access to the admin dashboard