> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rapidcert.co.nz/llms.txt
> Use this file to discover all available pages before exploring further.
# Settings
> Managing discounts, shared files, and conversion tracking in the RapidCert admin dashboard
# Settings
The **Settings** page (`/admin/settings`) contains configuration options that apply across your customer account.
| Role | Accessible tabs |
| ----------------- | ----------------------------------------------------- |
| **Administrator** | **Files**, **Conversion Tracking**, and **Discounts** |
| **Assessor** | **Discounts** only |
| **Viewer** | No access to admin Settings |
For client-specific configuration (categories, pricing, custom fields, domains, and signup pages), see the [Clients](/guides/admins/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.
## 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](/guides/admins/templates-questions#attaching-files-and-links) or in certificate branding.
Navigate to **Settings** in the sidebar, then select the **Files** tab.
### 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.
### 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.
## 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**.
### 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.
### Test and manage a destination
| Action | What it does |
| ----------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Test connection** | Checks the event payload with GA4's debug endpoint. It does not verify the Measurement ID or API secret, and the test event is not ingested. Confirm a real event separately in GA4 Realtime or DebugView. |
| **Tenant default** | Makes the destination available to signup pages set to **Use tenant default**. Only one destination can be the default. |
| **Delivery paused** | Retains the credential and captures attributed activity for later delivery. |
| **Credential revoked** | Stops new capture and delivery. Also revoke the secret in GA4; replacing it in RapidCert reactivates the destination. |
| **Delete unused destination** | Deletes a destination only when no signup configuration, attribution, or delivery history references it. |
Each destination also shows **Delivery health**, conversion summaries, recent failures, and a paginated **Settlement transactions** table.
### 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](/guides/admins/clients#conversion-tracking).
## Discounts Tab
Admins can create and manage discount codes from the **Discounts** tab. For full details on discount management, see [Discount Management](/guides/admins/discount-management).
Navigate to **Settings** in the sidebar, then select the **Discounts** tab.
## Next Steps
Configure client-specific settings such as categories, pricing, signup pages, and conversion tracking
Manage who has access to the admin dashboard