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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 and ask the teammate to refresh if they were already signed in.

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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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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.