Account Settings
Account Settings is where admins configure the workspace everyone in the account shares: company details, users, offices, sending identities, automations, assessments, brand kit, and API access.
Path: profile menu → Settings
Settings belong to the account you have selected in the account switcher. If you belong to several accounts, switch accounts first.
Personal items such as your photo, password, push notifications, Device Handoff, and connected Gmail or Outlook live on Your Profile, not here. Billing is its own page in the profile menu.
Tabs and who can change them
Everyone in the account can open Settings. The tabs appear in this order:
| Tab | Who sees it | Who can change it |
|---|---|---|
| General | Everyone | Admin / Owner. Labels and Sources appear only for Admin / Owner. |
| Users | Everyone | Admin / Owner add, edit, remove, and delete users. Anyone can edit their own name, phone, and title. |
| Offices | Everyone | Admin / Owner can do everything. Managers can add offices and edit addresses and managers. Import, delete, and Active changes are Admin / Owner only. |
| Identities | Everyone | Admin / Owner create identities, assign users, and change Active / Inactive. Users assigned to an identity can rename it, link their own mailbox, record voicemail, and manage signatures. |
| Automations | Admin / Owner | Admin / Owner |
| Assessment | Admin / Owner | Admin / Owner |
| Brand Kit | Everyone | Admin / Owner save the kit |
| API / Webhooks | Admin / Owner | Admin / Owner |
A small grey warning icon next to a tab ("Nothing set up yet") means that tab is still empty, for example no offices or identities have been added.
Lessons in this group
- General Settings: company name, time zone, address, website, logo, out-of-area, labels, sources
- Users: add and invite, roles, offices, email summaries, remove and delete
- Offices: locations used on prospects, filters, and campaigns
- Sources: where prospects came from
- Identities: HiringCenter phone numbers and email addresses, linked mailboxes, signatures, voicemail
- Automations: trigger, filter, and action rules that send texts and emails
- Assessment: Core Capacities Index (CCI)
- Brand Kit: logos, colors, and images for styled emails
- API Keys & Webhooks: API keys and outgoing webhooks
Where other setup lives
Some things you might expect in Settings are on other pages:
- Pipeline stages: on the Pipeline page
- Text and email templates: in Conversations
- Meeting rooms: profile menu → Meeting Rooms
- Billing and usage: profile menu → Billing
- Jobs: profile menu → Jobs