Account Settings
Account Settings
Account Settings is where admins configure the workspace everyone shares: name, users, offices, sources, sending identities, automations, assessments, and API access.
Path: profile menu → Settings
Personal items — photo, password, push, Device Handoff, and connected Gmail/Outlook — live on Your Profile, not here.
Who can change what
| Tab | Who can manage it |
|---|---|
| General | Admin / Owner (labels and sources too) |
| Users | Admin / Owner |
| Offices | Admin / Owner for import, delete, and active status. Managers can add offices and edit address/managers. |
| Identities | Admin / Owner create identities. Assigned members can link their own mailbox and edit signatures. |
| Automations | Admin / Owner |
| Assessment | Admin / Owner |
| API / Webhooks | Admin / Owner (View Only can read) |
Lessons in this group
- General Settings — name, time zone, logo, out-of-area, labels, sources
- Users — invite, roles, offices, summaries
- Offices — locations used on prospects and filters
- Sources — where prospects came from
- Identities — HiringCenter phone + email, linked mailboxes, signatures
- Automations — trigger → action outreach
- Assessment — Core Capacities Index (CCI)
- API Keys & Webhooks — REST keys and outgoing webhooks
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