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What Settings helps you do

Settings is where admins manage the workspace. Some teammates can see only their own notification settings. Admins can see more areas, such as people, integrations, billing, and developer access. Use Settings to:
  • Update workspace details.
  • Manage team access and permissions.
  • Set notification preferences.
  • Configure phone numbers and call flows.
  • Manage tags and customization.
  • Connect integrations.
  • Review billing.
  • Create developer access when needed.

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Main areas

Workspace

General workspace settings and billing.

People & access

Team members, roles, permissions, and workforce location settings.

Communication

Notifications and phone numbers.

Customization

Tags and other workspace labels.

Connections

Integrations and developer access.

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Update team access

1

Open Settings

Click Settings in the main navigation.
2

Open People & access

Go to the team and permissions area.
3

Choose a role or teammate

Review what they can view, create, update, approve, or manage.
4

Save changes

Save your changes. If the teammate is already signed in, ask them to refresh the page.

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Build a multi-level call flow

Use connected voice menus when one keypad choice needs to open another set of options. For example, a main menu can send emergency callers to a second menu for the correct building or team.
1

Open the call flow

In Settings, open Phone numbers, choose a number, and open its call flow.
2

Add another voice menu

Select the current voice menu, then use the + button next to Voice menus. Trellis connects the new menu to the next available keypad choice.
3

Set the prompt and destinations

Name the menu, write its prompt, and choose where each keypad option sends the caller. Choose Open menu to connect an option to another voice menu. If callers can select a language, add the prompt for each language you offer.
4

Review and publish

Confirm the menu paths on the canvas, then publish the call flow. Trellis blocks missing menus and menu loops before publishing.

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Choose browser notifications

1

Open Notifications

In Settings, open Notifications.
2

Subscribe this browser

Turn on Browser notifications and allow notifications when your browser asks.
3

Choose the alerts you want

Use the Browser switches to choose which notification types this browser receives. The Mobile app switches control the Trellis mobile app separately.
4

Check the subscription

Confirm the page shows This browser is subscribed.

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Connect an integration

1

Open Integrations

In Settings, open Integrations.
2

Choose the platform

Pick the PMS, messaging, finance, or operations tool you want to connect.
3

Follow the setup steps

Use the provider account and credentials required by that integration.
4

Check sync status

Confirm the connection is active and review what data is syncing.

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Resolve a past-due payment

When a workspace payment becomes past due, Trellis shows a billing banner with the payment deadline. The workspace remains available during the seven-day grace period so your team can keep working while an admin updates billing. Select Manage Billing from the banner to fix the payment method or complete the outstanding payment. If the payment is still unresolved when the deadline passes, Trellis pauses most workspace access while keeping the billing recovery path available. Normal access returns after the subscription becomes active again. After a canceled subscription is successfully restarted, Trellis refreshes the workspace automatically, so operational pages become available without a manual browser reload.

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Common problems

Your role may not have Settings access. Ask an admin to review your permissions.
Confirm both the role permission and any section-specific access, such as inbox access.
Open the integration detail page and check connection status, credentials, and provider permissions.