Skip to main content
Settings is the last row of the sidebar. Opening it replaces the second panel with the settings list, and the page shows whichever section you pick. The landing screen is an Overview with your identity, your role in this workspace and a few shortcuts. Every section is deep-linkable: the URL carries ?tab= (for example /settings?tab=api), so you can bookmark one or paste it to a colleague.

​
The two groups

The rail is split by who a setting belongs to. That distinction matters most when you belong to several workspaces: the Account group follows you everywhere, the Workspace group changes when you switch.

​
Account — yours, everywhere

​
Workspace — shared with everyone in it

​
Who sees what

Almost every section is visible to every member; what changes is whether the controls are editable.

Everyone

Your profile, Login & security, Appearance, Canned replies, API keys (the list), Users & Roles (the roster), and the read-only view of Fields & tags and Deals & currency.

Admins and the owner

Renaming the workspace, the custom-fields catalogue, the default currency and phone country, inviting and removing members, changing roles, and creating or revoking API keys.
Plan & billing is owner-only — stricter than admin-only. The row does not appear for anyone else, and typing the URL shows “Only the workspace owner can view billing”. A workspace has one plan and one person paying for it. See Plans and billing.

​
Settings that live elsewhere

Not everything configurable is in Settings. Three things moved out because you work in them rather than set them once:
  • Channel settings — per channel, under Channels → WhatsApp → Channel Settings and its equivalents. A channel’s connection and behaviour are there, not here.
  • Integrations — connected stores, Razorpay, Google, Zapier, n8n and Sales documents each have a card, and some have a whole console. See Integrations.
  • Sales documents — your company details, GST mode, numbering and document design are in its own console at Integrations → Sales documents.

​
Sections in detail

Members and roles

What each role can do, inviting, changing a role, removing someone.

Workspace settings

Fields and tags, canned replies, currency, phone format and appearance.

API keys

Create a key, choose its scopes, revoke it.

Plan and billing

Plans, the trial, renewal, failed payments and cancelling.