Skip to main content
Workspace settings control shared information, billing, and operations. Account settings control your language, appearance, calls, and alerts.

​
Main areas

  • Settings → General: workspace name, regional defaults, business details, and operational preferences.
  • Settings → Billing: subscription, billable properties, invoices, and payment details.
  • Your profile picture → Account: your language, appearance, calls, notifications, and password.
  • Other Settings sections: team access, integrations, routing, and phone numbers.
If you work in several workspaces, select the right one before changing shared settings. The sections you can open depend on your permissions.

​
Set up your workspace

Open Settings → General. Use Save changes, below Business & Compliance, to save the form. Your display language, logo, and the controls under Utilities save separately as you change them.
Workspace Information with a logo upload and Workspace Name field
In Workspace Information, enter the name your team should recognize in Trellis. Click the logo to upload an image; a square image of at least 128 × 128 pixels works best. Use Remove logo if you want to clear the existing one.

​
Country, time zone, and language

Regional Settings with country, time zone, currency, display language, default language, and measurement units
Under Regional Settings, choose the country, time zone, and currency for your operation. Set the area and temperature units your team uses when reading property information. The two language fields serve different purposes. Display Language changes the language you see in Trellis and applies immediately to your account. Default Language sets the workspace language used for AI guest messages, summaries, and translations. Changing your display language does not change the workspace’s default language.

​
Business details

Business and Compliance fields for legal business name, tax ID, address, website, email, and phone
Fill in Business & Compliance with your company’s legal name, tax ID, address, website, and business contact details. Trellis uses this information for business verification and SMS registration. Use the details of the business operating the workspace, then select Save changes. To update payment information or view invoices, open Billing.

​
Operational preferences

Utilities controls for property order, visit display, infant counts, call notices, clock-in requirements, and task translation
Scroll to Utilities to adjust how your team sees and completes its work. For example, you can choose the default property order, show scheduled visit times on mobile, or use the highest-priority task as a visit’s title. Require clock in/out applies the requirement across the workspace, including members who previously had a different individual setting. Turn it on when workers need to record the start and end of their shifts. Auto-translate tasks and templates translates their text into the workspace language when they are created or saved. It overrides the language selected in the template editor. Enable it when your team needs a consistent working language for task instructions.

​
Count infants as guests

In Utilities, leave Count infants as guests on to include infants in a reservation’s guest total. Turn it off if your team plans linens, preparation, or per-person fees using adults and children only. The full guest breakdown remains visible either way.

​
Manage billing

Billing property list with the Active and Inactive options open for one property
Open Settings → Billing to review your subscription status and the properties counted toward billing. A property is billable when it is Active in Trellis and synced from a property management system (PMS). Set it to Inactive to remove it from that count while keeping it visible in Trellis. If your subscription has a contract minimum, reducing the active property count below that minimum does not reduce the subscription below the agreed amount. Check the subscription summary before changing property status. Use Manage Billing to open payment methods, invoices, and billing details. If you are setting up payment for the first time, follow the payment setup shown on the Billing page.

​
Resolve a past-due payment

If a payment fails, the billing banner shows the deadline for resolving it. Select Manage Billing to update the payment method or complete the payment. Your workspace stays available during the seven-day grace period. After the deadline, most workspace access is paused until the subscription is active again; the billing recovery page remains available. Trellis refreshes workspace access automatically after a canceled subscription is successfully restarted.

​
Adjust your account

Click your profile picture at the bottom of the sidebar to open Account. Use its General, Calls, Notifications, and Security tabs to change your own preferences.

​
Language, appearance, and default workspace

Account General tab with Language, Time Format, Theme, and Default Workspace preferences
In General, choose your display Language, a 12-hour or 24-hour Time Format, and a light, dark, or system Theme. These preferences do not change the workspace language. To read Inbox messages in your display language, enable Auto-translate messages. You can still choose Original in a conversation to read the original text. If you belong to more than one workspace, choose a Default Workspace for your account. You can still switch to another workspace when needed.

​
Choose what Enter does in messages

Account General tab showing the Enter adds a new line switch
In Account → General, turn on Enter adds a new line if you write messages in paragraphs: pressing Enter will add a line without sending the message. When the setting is off, Enter sends the message and Shift + Enter adds a line.

​
Incoming calls and Inbox sounds

Account Calls tab showing incoming calls, mobile calls, ringtone volume, and Inbox sound controls
Open Calls and enable Receive incoming calls if you handle calls for your team. Adjust Call ringtone volume, then choose whether Receive calls on mobile app should also be enabled. Turning off the main incoming-call switch silences calls for your profile in both the browser and mobile app. Turning off only the mobile switch leaves browser calls enabled. Inbox sound is separate: it controls the sound for incoming Inbox messages. Use Inbox notification volume to make it quieter, or turn Inbox sound off while leaving your call ringtone enabled.

​
Notification channels

Account Notifications tab with individual switches for AI, workflow, and billing alerts
Open Notifications to choose where each type of alert reaches you. The columns run from left to right: In-app, Mobile app, Browser, and Email. Switch on the available channels for the events you need, such as task updates, AI escalations, approval requests, or billing issues. For example, you may want mobile alerts for work that needs an immediate response and email for billing. Choosing a mobile alert does not also enable its browser alert; set each channel separately.

​
Choose browser notifications

Open Settings → Notifications and turn on Browser notifications. Allow notifications when your browser asks, then confirm that Trellis shows This browser is subscribed. Use the Browser switches to choose which alerts this browser receives. If permission is blocked, enable notifications for Trellis in your browser’s site settings and try again. The Mobile app switches control mobile alerts separately.

​
Password, location tracking, and sign out

Account Security tab with Settings, Change Password, Location tracking, and Sign Out
Open Security → Change Password to update your password. When location tracking is enabled for your workspace, Location tracking opens your tracking settings; use them to review your field-work location preferences. Use Sign Out when you have finished using your account on the device.

​
More workspace settings

​
Update team access

Open Settings → Team & Permissions to manage members, roles, and departments. Choose a role for the work a person needs to do, then review their property and Inbox access. After saving a change, have the teammate refresh Trellis and confirm they can open their assigned work. Follow Choose roles and property access for the complete setup, or Troubleshoot access and visibility if a teammate cannot see something they need.

​
Route new contacts

Use Settings → Inbox routing to assign a contact type to new contacts from a receiving number, mailbox, or connection. Choose the channel, property, or sender conditions, then the contact type the rule should assign. The contact type determines which Inbox the contact belongs to. See Inbox routing for rule order and examples.

​
Build a multi-level call flow

In Settings → Phone numbers, choose a number and open its call flow. Select a voice menu and use + next to Voice menus to add a connected menu at the next available keypad choice. Give the new menu a name and prompt, then choose a destination for each keypad option. Use Open menu when an option should lead to another menu; add a prompt for each language you offer. Review the paths before publishing. Trellis blocks missing menus and menu loops before the call flow is published.

​
Connect an integration

Open Settings → Integrations, choose the provider, and follow its connection steps. Once connected, check the status and confirm that the expected data appears in Trellis. Use the integration guides for the credentials, supported data, and sync checks specific to your provider.

​
Tags and developer access

Use the tag settings to maintain the labels your team uses to organize work. For API keys or an external AI client, follow API authentication or Connect an MCP client.

​
Common problems

Your role may not allow access to that section. Ask an admin to review your permissions. Your personal preferences are available from your profile picture.
Return to General and check whether you selected Save changes below Business & Compliance. Wait for confirmation before leaving the page.
Check the role permission, property scope, and any section-specific access, such as Inbox access. Use the access troubleshooting guide to identify which restriction applies.
Check both incoming-call switches in Account → Calls. Browser notification permissions and the alert-channel switches are separate from call preferences.
Open its detail page and check connection status, credentials, and provider permissions. Follow the troubleshooting steps in its integration guide before reconnecting.