> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.pinmeto.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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](#1-section-1-account-management-security)
* [Finding Your Account & User Settings](#3-where-to-find-your-account-or-user-settings)
* [Password & Phone Number](#3-changing-your-password-phone-number)
* [Single Sign-On](#3-using-single-sign-on-sso)


[Section 2: Customizing Your Workflow](#1-section-2-customizing-your-workflow)
* [Managing Notifications & Email Subscriptions](#3-notifications-email-subscriptions)
* [Custom Groups](#3-custom-groups)
* [Custom Fields](#3-custom-fields)
* [Saved Filters](#3-saved-filters)
* [Template Tags](#3-template-tags)
* [UTM Tracking Tags](#3-utm-tracking-tags)


[Section 3: Technical Guidance](#1-section-3-technical-guidance)
* [Supported Browsers & Extension Issues](#3-supported-browsers-extension-issues)
* Network Access Requirements
* [PinMeTo iPhone shortcut](#3-pinmeto-shortcut-to-your-iphone)


[FAQ](#1-faqs)


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# Section 1: Account Management & Security
[*Back to top*](#1-managing-and-configuring-your-pinmeto-account)


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 find **Account Settings ** and **User Settings** in the** Settings icon.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/1/b/a/f1baeb34e64cb000/settings-menu-pinmeto_frglex.png)


### 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 **Settings icon** in the top right corner.
2. Select **User Settings** from the dropdown menu.
3. Click **Security** in the sidebar to the left.
4. From here, you can **change your password** or update your phone number.

|| **Note:** If your organization uses Single Sign-On (SSO), this option is not available, 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.

|| **Note:** Configure Authentication Parameters based on your requirements and the [Microsoft Entra documentation](https://learn.microsoft.com/en-us/entra/identity-platform/single-sign-on-saml-protocol#requestedauthncontext). If you are having problems with users experiencing [Error - AADSTS75011](https://learn.microsoft.com/en-us/troubleshoot/entra/entra-id/app-integration/error-code-aadsts75011-auth-method-mismatch), you probably need to remove *RequestedAuthnContext* by unchecking the checkbox "Include optional RequestedAuthnContext element in request," as recommended in the documentation.


**→ 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](https://support.google.com/a/answer/6087519?hl=en)


**→ LastPass** 
Please follow the official LastPass guide to add a new SSO application: [LastPass SAML Setup Guide](https://support.lastpass.com/help/how-do-i-add-sso-apps-for-lastpass-enterprise-or-identity-users)


**→ 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.

|| **Note:** If your IdP supports assertion and response signing, ensure the 'Want AuthnResponse Signed' and 'Want Assertions Signed' checkboxes match your IdP's configuration. This could provide enhanced security.



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# Section 2: Customizing Your Workflow
[*Back to top*](#1-managing-and-configuring-your-pinmeto-account)


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](https://help.pinmeto.com/en/article/user-management-1y4x3jr/?bust=1761248268357#1-section-2-user-roles-permissions) 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](https://help.pinmeto.com/en/article/listings-mtaskv/?bust=1761229072644#6-internal-information-custom-fields) in our Listings guide.



### ${color}[#000000](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}}`
* `{{storeid}}`


###### ➡ Where to Use

* [Listings](https://help.pinmeto.com/en/article/listings-mtaskv/?bust=1761229072644)**:** In the **Short description** and **Long description** fields for a location.
* [Posts](https://help.pinmeto.com/en/article/posts-lxq0ix/?bust=1761241298866)**:** In the body of the **Location Message** when creating a post. Or in a call-to-action link included with your post.* ℹ️

| 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.

|| ℹ️ *Note that you can also use our Template tags inside [UTM tags](https://help.pinmeto.com/en/article/quick-info-guide-all-about-utms-kcd3j/).




### 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.


###### ➡ Recommended Setup for Listings

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}}


###### ➡ Recommended Setup for Posts

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 our [Quick Guide about UTM tags](https://help.pinmeto.com/en/article/quick-info-guide-all-about-utms-kcd3j/) or learn more alternatives to tracking in our [Posts guide](https://help.pinmeto.com/en/article/posts-lxq0ix/).



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# Section 3: Technical Guidance
[*Back to top*](#1-managing-and-configuring-your-pinmeto-account)


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, MozBar- SEO Toolbar by Moz.
* **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".


### Network Access Requirements

[Learn more](https://help.pinmeto.com/en/article/network-access-requirements-17f5gbm/) about the network access that is required or recommended to use PinMeTo and the different applications offered in our platform. This is particularly important if you are using PinMeTo from behind a firewall.



### 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**.




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# FAQs
[*Back to top*](#1-managing-and-configuring-your-pinmeto-account)


###### 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.



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### Keywords

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