Articles on: Your PinMeTo Account

Your PinMeTo Account - Using our Platform


Managing and Configuring your PinMeTo Account



This guide helps you manage your account settings and use PinMeTo's key features to customize and streamline your workflow. We'll cover everything from account security to advanced tools for customization like Custom Groups, Saved Filters, and Template Tags.


Audience: All (with select sections for Owners)



Table of Contents


Section 1: Account Management & Security


Section 2: Customizing Your Workflow


Section 3: Technical Guidance


FAQ






Section 1: Account Management & Security



Keeping your account secure is a top priority. Here’s how you can manage your login details and set up advanced security options.



Where to Find Your Account or User Settings


In the top right menu, you can locate your Account Settings in the Grid icon. Your User Settings will be on the far right in the User icon.


Changing Your Password & Phone Number


If you're logged into your PinMeTo account, you can easily change your password or the phone number used for 2-Step verification.


  1. Click the User icon in the top right corner.
  2. Select Security from the dropdown menu.
  3. From here, you can change your password or update your phone number.


Note: If your organization uses Single Sign-On (SSO), you won't be able to change your password within PinMeTo.


If you're having trouble logging in, please contact our Support team for help.




Using Single Sign-On (SSO)


Single Sign-On (SSO), also known as Enterprise Federation, allows you to log in securely using your company email (like Azure AD or Google Workspace) instead of a separate password. This simplifies access and enhances security.



How to log in with SSO:


  1. On the login page, click Sign in with an organization email.
  2. Enter your company email address.
  3. Click Log in. You'll be redirected to your company's login page to complete the sign-in.



How to Set Up SAML 2.0 Single Sign-On (SSO)


Here are the setup instructions for common SAML 2.0 identity providers.


Azure AD

  1. In Azure AD, create a new non-gallery application.
  2. Select SAML-based single sign-on.
  3. Set up the Reply URL and Identifier (Entity ID).
  4. Create an attribute for nameID that contains the user's email address.
  5. Assign the necessary users or groups to the application.
  6. On our platform, submit the SAML Entity ID, SAML Single Sign-On Service URL, and Certificate (Base64) provided by Azure.


Google Workspace

Note: Google may take up to 24 hours to apply SAML setting changes.

Please follow the official Google tutorial to set up SAML 2.0: Google Workspace SAML Setup Guide


LastPass

Please follow the official LastPass guide to add a new SSO application: LastPass SAML Setup Guide


Custom Provider (e.g., Okta, Ping)

  1. In your identity provider, create a new SAML 2.0 application.
  2. In the application's settings, enter the following values provided by our platform: SSO URL / Assertion URL / Callback URL and Audience URI / SP Entity ID.
  3. Configure the application to send an attribute for nameID that contains the user's email address.
  4. Assign the necessary users or groups to the application.
  5. On our platform, submit the Issuer (IdP Entity ID), Entry Point (SAML SSO URL), and Public Certificate provided by your custom app.







Section 2: Customizing Your Workflow



Tailor the PinMeTo platform to fit your needs by setting notifications, organizing locations, creating custom data fields, saving filters for quick access, and more.



Notifications & Email Subscriptions


We offer a variety of optional desktop and/or email notifications to keep you informed in the way you prefer.



General (all products)


  • Feature Friday: On Fridays we celebrate by sharing the latest release at PinMeTo.
  • Frequency: Dependent on releases at that time. We are constantly pushing to improve and expand the value we provide you so we aim for every week.
  • Notification type: Email-only.



Listings


  • Digest Mail: A summary of pending Listing tasks that need your attention.
  • Frequency: Once a week.
  • Notification type: Email-only.



Posts


  • Scheduled posts: Get notified every time a scheduled post is published and/or failed to publish.
  • Frequency: Dependent on your activity.
  • Notification type: Email-only.



Conversations & Reviews


  • Conversation Tasks: A summary of pending Conversation tasks that need your attention.
  • Frequency: Once a week.
  • Notification type: Email-only.


  • New Conversations: Choose the type of conversation (review, comment, DM, etc) as well as notification you wish to receive for new activity.
  • Frequency: Dependent on incoming activity.
  • Notification type: Email and/or Desktop.




Custom Groups


Custom Groups let you organize your locations into specific segments. This is useful for assigning users to manage only certain locations.


To set up a Custom Group


  1. Navigate to Account Settings (grid icon in the top right).
  2. Select Custom Groups from the left menu and click Create New Custom Group.
  3. Name your group and click Add Locations to select the locations you want to include.
  4. Click Create.



To add users to a Custom Group


  1. In the group settings, click the Members tab and then Add Members.
  2. Select the users you want to add and define which products they can access for this group.
  3. Click Save.




Custom Fields


Custom Fields allow you to add extra, personalized data fields to your locations in Listings. Learn more about Custom Fields in our Listings guide.




Saved Filters


The Saved Filters feature lets you create, save, and quickly apply filter presets across Listings, Posts, and Conversations. This helps you efficiently find the information you need in both the main lists (e.g., Locations List, Inbox) and the Insights sections.


How it works


  1. Go to the relevant section (e.g., Listings > Locations or Posts > Insights).
  2. Click the filter icon (three lines) to set your desired criteria. The view will update automatically.
  3. To save this view, click the dropdown menu (it might say All Locations or All Posts by default) and select Add filter.
  4. Give your filter a name and save it.
  5. You can now access this saved filter directly from the dropdown menu anytime. Click the pencil icon next to a saved filter to edit it.




Template Tags


These dynamic tags automatically pull specific information from your location data into your descriptions and post links, saving you time and ensuring consistency.


Template tags are placeholders like {{city}} or {{phoneNumber}} that you can use in text fields. When published, the tag is automatically replaced with the actual data for that specific location.


Available Tags


  • {{name}}
  • {{locationDescriptor}}
  • {{phoneNumber}}
  • {{street}}
  • {{zip}}
  • {{city}}
  • {{homepage}}
  • {{nameAndLocationDescriptor}}



Where to Use


  • Listings: In the Short description and Long description fields for a location.
  • Posts: In the body of the Location Message when creating a post.


For example, you could write "Come visit us in {{city}}!" in the description field and apply it to all locations. Each location's description will then show its own city name.




UTM Tracking Tags


UTM tags are codes added to a URL to track where your website traffic comes from. This helps you measure the performance of your marketing campaigns and understand visitor behavior.




To track traffic from your location listings, add the following to your Homepage URL field in Listings:

?utm_source={{network}}_location&utm_medium=organic&utm_campaign={{storeid}}




To track traffic from links in your social media posts, add the following to your URL when creating a post:

?utm_source={{network}}_location&utm_medium=social&utm_campaign={{storeid}}


Read about using UTM tags and other alternatives to tracking in our Posts guide.







Section 3: Technical Guidance



Find information on supported browsers and how to get the best experience with the PinMeTo platform.



Supported Browsers & Extension Issues


PinMeTo officially supports the latest versions of:

  • Google Chrome
  • Microsoft Edge
  • Firefox
  • Safari


Some browser extensions can interfere with how the PinMeTo platform works by modifying the website's code. If you experience issues, you may need to disable incompatible extensions.


  • Known Problematic Extensions: WOT Website Security & Browsing Protection, Last Pass.
  • Last Pass Fix: If you use Last Pass, you may be able to resolve issues by going to the Last Pass website, selecting Advanced Options, and toggling off "Use improved save and fill".




PinMeTo Shortcut to Your iPhone


While there isn't a dedicated PinMeTo app yet, you can add a shortcut to your iPhone's home screen for quick access.


  1. Open Safari and go to places.pinmeto.com.
  2. Log into your account.
  3. Tap the Share icon (a box with an arrow pointing up).
  4. Scroll down and tap Add to Home Screen.
  5. Name the shortcut (e.g., "PinMeTo") and tap Add.







FAQs


Q: How do I reset my password if I can't log in?

A: If you are having trouble logging in, please contact our Support team, and we will help you access your account.


Q: Why can't I change my password in my account settings?

A: If your organization has enabled Single Sign-On (SSO), you must manage your password through your company's identity provider (like Google or Azure AD), not within PinMeTo.


Q: What are Saved Filters for?

A: Saved Filters let you save a set of filter criteria so you can quickly apply them later. It's a great way to speed up your workflow by instantly viewing specific segments of your locations, posts, or conversations without setting up the filters each time.


Q: How do I get PinMeTo on my phone?

A: You can add a shortcut to the PinMeTo website directly on your iPhone's home screen for an app-like experience. Follow the steps outlined in the "Adding a PinMeTo Shortcut to Your iPhone" section above.





Keywords


account settings, SSO, saved filters, custom groups, UTM tracking

Updated on: 04/11/2025

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