All Settings overview
The Settings hub (/settings) mirrors the card layout in the product. At the top, Appearance offers Light, Dark, and System theme buttons—personal per browser. Below, Organization Settings groups cards: Organization, Billing, AI & Knowledge, optional Jarvis, Communications, Integrations, Workspace, Team Members, Workforce, Performance, Contacts, Calendar, Social Media, Notifications, and Dashboards. Use this page as a table of contents; each row links to a detailed walkthrough. Card visibility depends on role and enabled modules.
Video
Who can do this
Owner and Admin see most cards; Members see profile and notification items. See Roles.
Before you begin
- Signed in with settings access
- Set up your workspace started for new tenants
What you'll accomplish
- Jump from any visible Settings card to the correct Help article
- Distinguish workspace-wide vs personal settings
- Know which routes require Owner (billing, delete, modules)
Step-by-step procedure
Open Settings (/settings). Cards group as follows:
Appearance (page top)
| Control | Detail | Help |
|---|---|---|
| Light / Dark / System | Per-device theme | Appearance and theme |
Organization card
| Link | Route | Help |
|---|---|---|
| Personal | ?tab=personal | Complete your profile |
| Business information | ?tab=business | Organization profile |
| Billing Details | ?tab=billing | Organization profile (Billing Name, GST/HST Number) |
| Timezone | ?tab=timezone | Organization profile |
Billing card
| Link | Route | Help |
| Credits Management | /credits-dashboard-management | Billing settings |
| Subscriptions | /subscription-management | Create a subscription |
| Invoices | /invoice-management | Billing settings |
| Usage | /ai-usage-analytics | Billing settings |
Workspace card
| Link | Route | Help |
| Workspace Settings | /workspace?tab=settings | Manage workspace (Workspace Name) |
| Modules | /workspace?tab=modules | Workspace modules (Smart Flows, WhatsApp Business Platform) |
| Resources | /workspace?tab=resources | Workspace modules |
| Delete Workspace | /workspace?tab=delete | Delete a workspace (Danger Zone) |
| Whitelabel | /user-profile-settings/whitelist-crm | Whitelabel branding (Enable Whitelist CRM) |
Contacts card
| Link | Help | | Custom Fields | Manage custom fields (Display Label) | | Status, Sources, Ponds, etc. | Manage contact settings |
Notifications card
| Link | Help | | Notification Preferences | Notification preferences (modules Contacts, Tasks, Deals) | | Templates | Notification templates | | Email Domain | Email domains (Add Domain) |
Communications card
| Link | Help | | Communications Settings | Communications settings (tabs WhatsApp, Email, Calls, SMS) | | WhatsApp Business Settings | Communications settings |
Other cards (summary)
| Card | Help topic | | Team Members | Manage team structure | | Performance | Performance goals | | Calendar → Appointment Types | Appointment types (Add Type) | | Social Media | Social media settings | | Jarvis → Voice (LiveKit) | Configure Jarvis voice | | Security (direct nav) | Security and compliance (Export JSON) | | Knowledge Hub | Knowledge Hub | | Integrations | Connect an integration |
If a card is missing, check role permissions and Modules enablement.
Verify your work
- UI labels match product
- Primary action completes without error
- Data persists after refresh
Tips
Bookmark this page when onboarding new Admins.
Troubleshooting
| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |