Investigator settings overview
This article is the map to your Investigator settings. It walks through each major section, what lives there, and the related Help Center articles that go deeper. Use it as a reference when you are looking for a specific control.
This article is the map to your Investigator settings. It walks through each major section, what lives there, and the related Help Center articles that go deeper. Use it as a reference when you are looking for a specific control.
Profile
The Profile section controls what shows on your public NearbySpy listing: display name, agency, headshot, gallery, bio, specialties, primary service areas, and contact preferences. Anything published here can appear on your public profile and your Generating a business card from your profile. For how those fields feed search, see How public pages get indexed.
Account and security
This is where you change your email, manage password, manage connected sign-in providers, and review active sessions. Password requirements are documented in Password rules and keeping your account secure. If you sign in with Google, see Signing in with Google. For phone-based verification see Phone verification and OTP troubleshooting.
Notifications
Choose how you want to be notified about new Messages, Case activity, and reviews. Each notification type can be toggled independently for in-app, email, and where supported, browser channels. The badges these settings control are explained in Investigator notifications and unread badges.
Subscription and billing
The Billing section shows your current plan, upcoming charges, payment methods, and invoice history. If you are evaluating upgrading, see What the Elite plan unlocks and Completing Elite checkout. Featured placements are managed under Featured placements in directory and search.
Listings and verification
If you claimed an existing listing, your verification status lives here. The flow is described in Claiming an imported listing and the document side in OTP and verification documents for claims. For website-based verification specifically, see Website verification in listing claim.
Integrations
Manage links to cloud storage providers used for Evidence — Dropbox and Google Drive — and any messaging or video integrations. Disconnecting a provider does not remove Evidence already attached to a Case; it just blocks future links until you reconnect.
Workspace defaults
Set defaults that propagate into new Cases — default Operation visibility for Clients, default Operator role assignment, default specialties for new Cases. Workspace defaults make Case creation faster but never override an explicit choice you make in the Create Case wizard — see Using the Create Case wizard.
Case-level governance
Settings inside an individual Case override workspace defaults for that Case. The Case-level controls are documented in Case Settings: governance and permissions.
Where to start if you are new
- Complete Profile so your listing renders properly in the marketplace.
- Configure Notifications so you are not surprised by missed activity.
- Confirm your Billing and Subscription status.
- Walk through the Checklist before your first Case before opening real client work.
Related in For Investigators
Adding Persons of Interest (POIs / Subjects)
A Subject, also called a Person of Interest or POI, is a person an investigation is about. They are not a Client and they are not a Case Member.
AI assistance inside Report Writer
Report Writer includes optional AI assistance designed to speed up the boring parts of writing without taking the writing out of your hands.
Assigning Operators to Operations
An Operator is the person who is going to do the work on an Operation. On a solo case the Operator is almost always you. On a team or subcontracted case, the Operator field is how you say who is in the field, who is at the desk, and who is on call.
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