Account administration
Account administration
Settings that apply to your whole business rather than to one branch: who is on the team and what they can do, what you pay, how you appear, and the record of what everybody changed.
In this section
- Team and rolesInviting people, and deciding what each of them can do.
- Plans and billingWhat each plan includes, and what happens at a limit.
- Business informationYour name, website, short link, brand assets and sidebar image.
- Audit logWho changed what, and when.
- IntegrationsAPI keys and webhooks, in brief.
Finding them
Switch the dashboard to the account view and choose Account settings. If you can only see a single branch’s settings, you are in the location view — or your role does not include account access.
What to do first
- Invite your team and give each person the narrowest role that lets them do their job.
- Check your business information, since it appears on everything your customers see.
- Look at your plan once you know how many messages you actually send.