Global Settings

Global Settings is your control panel for account-wide configuration. Here you'll set up your Business Profile, configure sync schedules, manage Google Ads connections, and control user preferences that apply across all clients. This guide shows you every global setting and how to use it.

What You'll Learn

Time needed: 12 minutes to read

What Are Global Settings?

Definition: Account-wide configurations that apply to all clients

Location: Navigate to /settings from the main navigation menu

Purpose:

[Screenshot: Global Settings page overview showing all sections] The Settings page organizes options into clear sections

Accessing Global Settings

How to Navigate:

  1. Click Settings in the main navigation (top right)
  2. You'll land on the Global Settings page
  3. Settings are organized into collapsible sections

Sections:

Section 1: Business Profile

What Is It?

Purpose: Company information and business context that AI uses to provide better recommendations

Why It Matters: AI Alert severity and AI Chat recommendations are calibrated based on your business profile. The more complete your profile, the better AI performs (3-5x improvement).

Business Profile Fields

Company Name

What: Your agency or company name

Used For:

Example: Digital Marketing Pros, Smith Agency

Company Logo

What: Your company logo (PNG, JPG, SVG)

Used For:

Specs:

How to Upload:

  1. Click Upload Logo button
  2. Select image file from your computer
  3. Logo appears immediately after upload

Industry

What: Your primary business vertical

Options:

Why It Matters: AI uses industry context to provide relevant benchmarks and recommendations

Business Goals

What: Your primary objectives for using PerfoAds

Purpose: AI prioritizes recommendations aligned with your goals

Examples:

"Maximize ROAS for e-commerce clients"
"Generate qualified B2B leads under $80 CPA"
"Scale monthly ad spend from $50K to $150K"
"Improve Quality Scores across all accounts"

Best Practice: Be specific. Vague goals like "improve performance" are less useful than "reduce CPA by 15% while maintaining lead volume."

Target Audience

What: Description of your typical clients or customer base

Purpose: AI recommendations consider your audience type

Examples:

"SMB local service businesses ($2K-$10K/month budgets)"
"Enterprise B2B SaaS companies"
"E-commerce brands selling consumer goods"
"Professional services (lawyers, accountants, consultants)"

Company Size

What: Number of employees in your organization

Options:

Why It Matters: Affects recommendations for workflow automation and team collaboration features

Editing Business Profile

Steps:

  1. Navigate to Settings → Business Profile
  2. Click Edit Profile button
  3. Update fields you want to change
  4. Click Save Changes

Changes Take Effect: Immediately for all AI interactions

[Screenshot: Business Profile edit form with all fields] Complete your Business Profile for better AI performance

Section 2: Sync Settings

What Are Sync Settings?

Purpose: Control when and how often Google Ads data syncs for all clients

Applies To: All clients by default

Key Settings:

Auto-Sync Toggle

What: Automatically sync all clients once per day

Options:

When to Disable:

How to Toggle:

  1. Go to Settings → Sync Settings
  2. Toggle Enable Auto-Sync switch
  3. Save (changes apply next sync cycle)

Sync Time Selection

What: Choose what time of day auto-sync runs

Default: 2:00 AM (local timezone)

Options: Any hour from 12:00 AM to 11:00 PM

How to Choose Best Time:

Good Times:

Bad Times:

Best Practice: Choose a time 1-2 hours before your first check-in of the day. If you review accounts at 8 AM, set sync for 6 AM.

Timezone Configuration

What: Timezone used for sync scheduling and timestamp display

Detection: Automatically detected from browser

Override: Can manually select different timezone

Common Scenarios:

Browser timezone: PST (California)
Sync time: 2:00 AM PST
All clients sync at 2:00 AM Pacific time

International Agencies: If managing clients across timezones, choose your primary office location timezone for consistency.

Sync Settings Examples

Example 1: Standard Agency Setup

Auto-Sync: Enabled
Sync Time: 3:00 AM
Timezone: EST (New York)

Result: All clients sync at 3 AM Eastern daily

Example 2: Manual Management

Auto-Sync: Disabled
Sync Time: N/A
Timezone: CST

Result: No automated syncs, manual sync only

Example 3: International Agency

Auto-Sync: Enabled
Sync Time: 1:00 AM
Timezone: GMT (London)

Result: All clients sync at 1 AM GMT daily

Section 3: Google Ads Connections

What Is This Section?

Purpose: View and manage Google Ads account OAuth connections

Shows:

OAuth Status

What You See:

Actions Available:

Account Discovery

What: Process that finds all Google Ads accounts you have access to

When It Runs:

Discovery Cache: Results are cached for 24 hours to avoid hitting Google's API limits

How to Refresh:

  1. Go to Settings → Google Ads Connections
  2. Click Refresh Discovery
  3. Wait 5-10 seconds for completion
  4. New accounts appear in dropdown when adding clients

Connection Health

Health Indicators:

Healthy ✅:

Needs Attention ⚠️:

Unhealthy ❌:

How to Fix Issues: See Troubleshooting OAuth guide

[Screenshot: Google Ads Connections section showing healthy connection] Green checkmark indicates healthy OAuth connection

Section 4: Email Notifications

Status: Coming Soon

Planned Features:

When Available: Q1 2026 (tentative)

Best Practices

Complete Your Business Profile

Why: AI performance improves 3-5x with complete profile

Priority Fields:

  1. Business Goals (required for AI calibration)
  2. Target Audience (required for relevant recommendations)
  3. Industry (required for benchmarks)
  4. Company Size (optional but helpful)

Time Investment: 10 minutes upfront, months of better AI insights

Choose Sync Time Strategically

Consider:

Avoid:

Review Settings Quarterly

What to Check:

When: Every 3 months or when business changes significantly

Keep OAuth Healthy

Monitor:

Proactive Maintenance:

Common Questions

Q: What happens if I change sync time? A: New time takes effect next sync cycle. If you change from 2 AM to 6 AM today, tonight's sync will still run at 2 AM. Tomorrow it runs at 6 AM.

Q: Can I set different sync times for different clients? A: No, all clients use the same global sync time configured in Settings.

Q: How often should I update Business Profile? A: Update when business goals change, company grows, or you shift target audience. Typically quarterly.

Q: Does changing Business Profile affect existing AI alerts? A: No. Only future AI analysis uses updated profile. Existing alerts remain unchanged.

Q: What if my OAuth expires? A: System automatically attempts to refresh. If refresh fails, you'll see a warning. Click "Reconnect OAuth" to re-authorize.

Q: Can multiple team members access Global Settings? A: Yes, all users can view. Only admin users can modify (role-based permissions).

Troubleshooting

Problem: OAuth shows "Disconnected"

Symptoms:

Solution:

  1. Click Reconnect OAuth button
  2. Complete Google authorization flow
  3. Verify connection shows ✅ Connected
  4. Run discovery refresh

If Still Failing: See Troubleshooting OAuth

Problem: Sync time not changing

Symptoms:

Solution:

Problem: Business Profile not saving

Symptoms:

Solution:

  1. Check browser console for errors (F12)
  2. Verify you're connected to internet
  3. Try refreshing page and editing again
  4. Clear browser cache if persists

Problem: Discovery shows old accounts

Symptoms:

Solution:

  1. Go to Settings → Google Ads Connections
  2. Click Refresh Discovery
  3. Wait 10 seconds
  4. Check dropdown again (new accounts should appear)

Cache Note: Discovery is cached 24 hours. Refresh manually to see new accounts immediately.

Next Steps

Configure account-wide settings with these guides:

Configure Global Settings now for consistent account-wide defaults

Complete Business Profile for 3-5x better AI performance

Set optimal sync time to keep data fresh without disruption

Last Updated: October 4, 2025