Click Settings
Click Settings is where you configure the defaults that apply across your entire organization — things like how long acceptance records are kept, which domains can render your agreements, and how your team gets notified when a user accepts.
Most of these settings are organization-wide baselines. Individual templates can override them where needed, but this is where you set the starting point.
Screenshot: Click Settings page with section navigation visible
Access
Go to Click → Settings. Editing requires Admin or Owner access. Other members can view settings but not save changes.
How Settings Are Applied
Settings work in layers. Your organization-level settings become the default for every new template you create. A template can then override any of those defaults for its own specific needs. And underneath it all, Propper's platform defaults apply whenever neither your organization nor the template has set a value.
This means you can configure sensible defaults once here, and only override at the template level when you have a good reason — for example, setting a longer evidence retention period for financial contracts than for marketing consent banners.
General
Screenshot: General settings section showing retention and display mode options
Default Retention Period — How long acceptance records are stored before they're automatically deleted. The default is 7 years (2,555 days). If different agreements in your organization have different retention requirements, you can override this at the template level.
Default Display Mode — How agreements appear to users unless a template overrides it. Options: modal, inline, or popup.
Notifications
Set up how your team is alerted when users accept agreements.
Screenshot: Notifications section showing email toggle, webhook URL field, and Slack toggle
Email on Accept — Sends a confirmation email to the user when they accept. The email template can be customized in Platform Branding.
Webhooks — Click sends a real-time HTTP notification to your endpoint whenever a session event occurs. Enter your endpoint URL and a secret for signature verification.
→ Webhook events and payload reference
Slack Notifications — Sends acceptance alerts to a connected Slack channel. Requires the Slack integration in Organization Settings.
Security
Control which domains are allowed to render your agreements.
Screenshot: Security section showing allowed domains list, blocked domains list, and rate limit field
Allowed Domains — Only domains on this list can render your Click agreements via the SDK. Requests from any unlisted domain are rejected. Leave empty to allow all domains — this is not recommended for production.
Blocked Domains — Domains that are explicitly prevented from rendering agreements, regardless of the allowed list.
Rate Limit — Maximum SDK requests per minute, to prevent abuse or bot traffic from skewing your acceptance metrics.
Always set an Allowed Domains list before going live. This prevents your agreements from being rendered on domains you don't control.
Security settings take effect immediately for all active deployments — they don't require creating a new deployment.
API Keys
You need an API key to authenticate the SDK and any direct API integrations.
- Click Generate New API Key.
- Give the key a descriptive name (e.g.,
ProductionorStaging Frontend). - Copy the key immediately — it's shown only once.
- Store it in an environment variable or secrets manager. Never commit API keys to version control.
If a key may have been exposed, revoke it immediately. You can rotate keys without downtime: generate a new key, update your application, then revoke the old one.
Screenshot: API Keys panel showing the Generate New API Key button and a list of existing keys with their names and revoke actions
Template Defaults by Type
Set separate defaults for Static, Generated, and Consent Management templates. These values are pre-filled whenever you create a new template of that type, saving time on repetitive configuration.
Branding
Agreement appearance — your logo, primary color, and email template — is configured at the platform level and shared across Click, Sign, and Locker.
Roles and Permissions
Click uses your organization's roles. There are no product-specific roles.
| Role | Templates | Deployments | Evidence | Settings |
|---|---|---|---|---|
| Owner | Create, edit, delete | Create, manage, activate | View, export | Full access |
| Admin | Create, edit, delete | Create, manage, activate | View, export | Full access |
| Editor | Create, edit | Create, manage, activate | View | View only |
| Viewer | View only | View only | View | No access |
To update a team member's role, go to Organization Settings.
Saving Changes
Click Save after making changes in any section. Changes to general settings and notifications apply to new templates and deployments. Security settings (Allowed Domains, Rate Limit) apply immediately to all active deployments.