Platform Configuration

Configure your Cutly account for optimal performance and workflow efficiency. This comprehensive guide covers everything from initial setup to advanced customization options, helping you get the most out of your link management platform.

Initial Setup

Get your Cutly account configured and ready for production use. This section covers the essential setup steps to ensure your platform is optimized for your specific needs.

Essential Configuration Checklist

Complete these steps to ensure your Cutly account is properly configured and ready for optimal performance.

Account Setup

✓ Verify email address
✓ Complete profile information
✓ Upload team logo
✓ Set brand colors

Optional Configuration

✓ Add custom domains
✓ Generate API keys

Step 1: Account Verification

Start by verifying your email address to unlock all platform features. This is required for both email and Google OAuth sign-ups.

Check Your Email

Look for a verification email from Cutly and click the verification link to activate your account.

Complete Your Profile

Go to Settings → Account and update your full name for team collaboration.

Step 2: Branding Configuration

Set up your team branding to customize QR codes and custom pages with your logo and colors.

Team Logo & Assets

• Logo Upload: Upload your team logo for QR codes (max 2MB)
• OG Image: Social media sharing image for custom pages (max 5MB)
• Supported Formats: JPG, PNG, WebP

Brand Colors

• Primary Color: Main brand color for UI elements
• Secondary Color: Supporting color for accents
• Accent Color: Highlight color for buttons and CTAs

Account Settings

Manage your account settings, profile information, and team permissions. Access these settings from the Settings page in your dashboard.

Account Settings Overview

All account settings are available in the Settings section of your dashboard. Navigate to Settings to manage your profile, branding, and team configuration.

Profile & Authentication

Account Information

Full Name

Your display name in team collaborations and analytics.

Email Address

Primary email for account login and notifications.

Team Role

Your role in the team (Owner, Admin, or Member).

Authentication Methods

Email & Password

Traditional email-based authentication with secure password hashing.

Google OAuth

Email Verification

Required for all accounts to ensure security.

Team Permissions

Role-Based Access Control

Your permissions are determined by your role in the team. View your current permissions in Settings → Team Info.

Owner Permissions

• Full team management
• Billing management
• All resource access

Admin Permissions

• Team member management
• Custom domain access
• Full content creation

Member Permissions

• View analytics
• Create links & QR codes
• Limited admin access

API Access Management

Generate and manage API keys for programmatic access to your Cutly account.

• Generate API Keys: Create keys with custom names and expiration dates
• Key Permissions: Each key inherits permissions from your team role
• Rate Limiting: Automatic rate limiting based on your plan tier
• Usage Tracking: Monitor API usage and track key activity

Link Management Features

Security Options

Password Protection

Secure individual links with password requirements.

Expiration Dates

Set automatic expiration for time-sensitive links.

Max Click Limits

Limit the number of times a link can be accessed.

Analytics & Tracking

Real-time Analytics

Track clicks, devices, browsers, and geographic data.

QR Code Analytics

Separate tracking for QR code scans vs direct link clicks.

Data Export

Export analytics data for further analysis.

Team & Domains

Advanced features for team collaboration and custom domain setup. These features help you scale your link management and maintain your brand identity.

Team & Domain Management

Collaborate with your team and use custom domains for professional branded links.

Custom Domain Configuration

Set up your own branded domain for professional link shortening and enhanced brand recognition. Available on Pro and Business plans.

Domain Setup Process

Purchase Domain

Buy a domain from your preferred registrar (GoDaddy, Namecheap, Cloudflare, etc.)

Add Domain in Cutly

Go to Settings → Custom Domains and add your domain

Configure DNS Records

Add the provided DNS records to your domain registrar

Verify Domain

Click "Verify" in Cutly to check DNS propagation and activate your domain

Benefits

• Enhanced brand recognition
• Increased trust and click-through rates
• Professional appearance
• Full control over your links

Requirements

• Pro or Business plan
• Domain ownership
• DNS management access
• 24-48 hours for DNS propagation

API Integration

RESTful API Access

Integrate Cutly with your applications using our comprehensive REST API. Access all features programmatically.

Available Endpoints

• Links management (CRUD)
• QR codes generation
• Analytics data retrieval
• Team member management
• API keys management

Features

• Bearer token authentication
• Automatic rate limiting
• JSON responses
• Comprehensive documentation
• Usage analytics tracking

Team Collaboration

Invite Team Members

Collaborate with your team by inviting members with specific roles and permissions.

• Send email invitations
• Assign roles (Owner/Admin/Member)
• Custom permissions per role
• Manage team access

Shared Resources

All team members share access to links, QR codes, analytics, and custom pages.

• Shared link library
• Unified analytics dashboard
• Collaborative QR codes
• Team branding settings

Troubleshooting

Common configuration issues and their solutions. If you're experiencing problems with your Cutly setup, this section provides step-by-step troubleshooting guides.

Common Configuration Issues

Most configuration problems can be resolved quickly with these troubleshooting steps.

Account & Authentication Issues

Email Verification Problems

Problem: Not receiving verification emails

Solutions:

• Check spam/junk folder
• Add noreply@cutly.com to your contacts
• Wait a few minutes and try again
• Request a new verification email from Settings

Login Issues

Problem: Can't log into account

Solutions:

• Verify email address is correct
• Reset password if forgotten
• Try Google OAuth if used for signup
• Clear browser cache and cookies

Domain & DNS Issues

Custom Domain Not Working

Problem: Custom domain links return errors

Solutions:

• Verify DNS records are correct
• Wait 24-48 hours for DNS propagation
• Click "Verify" button in domain settings
• Check domain is not expired

DNS Verification Failing

Problem: Domain verification shows as failed

Solutions:

• Double-check DNS records match exactly
• Wait longer for DNS propagation
• Use DNS checker tools to verify records
• Ensure no conflicting DNS records exist

API & Link Issues

API Authentication Errors

Problem: API requests return 401/403 errors

Solutions:

• Verify API key is correct and active
• Check Bearer token format in headers
• Ensure API key hasn't expired
• Verify rate limits aren't exceeded

Links Not Redirecting

Problem: Short links show error pages

Solutions:

• Check if link is active in dashboard
• Verify link hasn't expired
• Check max clicks limit hasn't been reached
• Ensure original URL is still valid

Upload & Branding Issues

Logo Upload Fails

Problem: Can't upload team logo or OG image

Solutions:

• Check file size (Logo: 2MB, OG: 5MB max)
• Use supported formats (JPG, PNG, WebP)
• Try compressing the image first
• Refresh page and try again

Team Invitation Not Sent

Problem: Team member not receiving invitation

Solutions:

• Check email address is correct
• Ask member to check spam folder
• Verify you have invitation permissions
• Try resending the invitation

Getting Help

Email Support

Get detailed help via email

support@cutly.com

Response within 24 hours

Live Chat

Instant help from our Chatbot

Available 24/7

Pro+ users only

Documentation

Comprehensive guides and examples

Always Available

Self-service help

Can't find what you're looking for? Contact our support team

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