YouTube Dashboard Settings (Best Set-Up)

4 people holding YouTube sign

Before posting your first video, you might want to set up your channel fundamentals. In this article, I will cover a wide range of topics surrounding your YouTube dashboard settings tricks and tips.

1) How to Log-In to YouTube

  • The first step, type youtube.com in your browser address bar and press “enter”
  • Click “Sign in” at the upper right corner
  • Input your Google email address and password
  • Click “Sign in” and you are in!

2) What is YouTube Studio?

This free app was designed to give Creators the much-needed flexibility so that they can begin filming, sharing, as well as finding their fandoms depending on the way they like to create.

In YouTube Studio, you can easily manage your presence, grow your channel, make money, and interact with your subscribers and viewers all in one place.

3) How to Get to YouTube Studio

You must sign up in order to join YouTube Creators. Follow the link YouTube Studio directly or follow these simple steps to arrive at YouTube Studio:

  • Sign into YouTube Studio
  • Click on your profile picture in the top right corner
  • Choose YouTube Studio

The site might ask you to re-authenticate when signing in.

4) How Do I Get to My Dashboard Settings

Your channel dashboard will provide you with an overview of recent activity on your YouTube channel as well as learn what is new and useful on YouTube.

To access your dashboard, either go directly to your YouTube Studio or from your channel click your profile picture and then YouTube Studio.

Once you are on the dashboard, you can see a number of cards such as Channel violations, Latest video performance, Latest post, Latest comments, News, What’s new, and Creator insider among others.

It is here that you will find important notifications in the Important notification card, including Copyright and Monetization notifications.

5) What are the Best Settings for My Dashboard?

Review General Settings

If you click on your profile picture on the top right corner of your YouTube page, you will find Settings. Here you will get the account settings page, where you can change general settings such as email preferences and passwords.

You can also update currency in General Settings. To do this, follow the steps below:

  • Go directly to YouTube Studio if you are logged out, and then sign in.
  • Locate “Settings” at the lower left
  • Click to open a window
  • From the window, select General and then click the USD option box (it depends on the previous currency you used).
  • Convert to the currency of your choice

Changing your YouTube currency means you will be able to measure your income in other currencies if you like, rather than installing a Currency Converter app or converting the currency on the web.

Review Channel Settings

You can also review your channel settings in YouTube Studio and change anything you want, from your channel visibility to country or region.

To do this, select “Channel” in “Settings” and make the changes you wish to make and then select “Save”.

Under Channel Settings you can access the following:

Basic Info

  • Country of residence: Choose the country or region for your YouTube channel via the “Down” arrow. Note that eligibility for the YouTube Partner Program depends on the country or region setting you select.
  • Keywords: Add keywords relevant to your channel using “Keywords” settings

Advanced settings

  • Set your channel’s audience with this setting. If you skip it, you will be asked to identify each video on your channel that is aimed at a younger audience.
  • Google Ads account linking” Link your channel to Google Ads account to run ads based on interactions with your channel.
  • Automatic captions: Select to replace possible inappropriate words with an open bracket, two underscores, and a closed bracket like this “[__]”
  • Subscriber count: Showcase the number of subscribers your channel has
  • Channel redirect: Use a shortened version of your channel’s custom URL to redirect your viewers to another channel.

Feature eligibility tab

You can enable YouTube channel features by following the following steps:

  • Select the logged-in icon and click “Creator Studio” from the drop-down menu
  • Click on the “Channel” section of your Creator Studio menu
  • From there, click “Status and Features to show your account status on the right. Just below your account status, you will find YouTube features
  • Click to enable features you want to add to your channel

Upload defaults

Upload defaults are settings that apply to all your web uploads based on your choices. Choose defaults for your videos category, privacy setting, tags, title, language, and comments among others.

With that in mind, you want to add a title and description for your overall channel for higher rankings on search results.

For the last 4 settings, Permission, Community, Creator Demographics, and Agreement, just leave as is.

Channel Customization

Channel layout

Under Channel customization, go to Channel Layout to customize the layout of your YouTube channel to allow viewers to see your channel trailer, featured videos as well as featured sections whenever they get to the homepage of your channel.

The Channel trailer is a short preview of your channel so that viewers can have a recap of what your YouTube video is about and subscribe.

Ads will not show on the channel trailer unless the video comprises third-party claimed content. Note that the featured video is only visible to the subscribed channel.

Channel branding

Under this setting, you can brand your channel identity by updating and customizing your profile picture, video watermark, and channel banner.

Your profile picture is the image that is displayed to viewers on your YouTube channel, videos as well as publicly attributed actions on YouTube.

Keep in mind that your profile picture must observe YouTube’s Community Guidelines, which include:

  • No animated GIFs
  • GIF, JPG, PNG, or BMP
  • Round or square image at 98 by 98 px

Your banner image is displayed in the background of your YouTube page. Just like your profile image, the banner image must also comply with YouTube guidelines:

  • Minimum dimension of 2048 by 1152 px with an aspect ratio of 16:9
  • Should have a safe area for text and logos at 1235 by 338 px. Note that larger images might get cropped on certain screens or views.
  • The file size should be a maximum of 6 MB.

Thankfully, you can resize your image before uploading it to your channel. Simply use your PC’s image editor or any online platform.

Channel Basic Info

Here you can manage basic information about your channel, including name, description, links, and translations.

Note that changing your channel name does not change the name of your Google account; however, it helps your channel reach a global audience.

Still, under Basic Info, you can access your channel URL – the standard URL that channels use. Each channel however has its own unique ID comprising letters and numbers suffixing the URL.

You can set up a custom URL that is easy to remember and you can share with your viewers. Additionally, you can add links to your banner image.

By default, your banner image has a link to your Google page, but you can always add more links to your social media pages or website to direct traffic and increase likes.

Monetization link

If you sign up and get accepted to YouTube Partner Program, you may monetize your videos through:

  • YouTube Premium
  • Merch
  • Channel memberships
  • Ads and
  • Super Chat & Super Stickers

Your videos have to meet YouTube advertiser-friendly content guidelines if you want to monetize them through ads.

Super Chat & Super Stickers are designed to enable you to connect with your fans during live chat. Super Chats help highlight your key message within live chat while Super Stickers let you see an animated or digital image that pops up in the live chat feed.

Last but not least, you can switch on YouTube Premium revenue so that when a subscribed viewer to YouTube Premium views your videos, you get a cut of the fee they pay for YouTube Premium.

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