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CRM + Marketing + Automation + AI agents. One platform. Zero grunt work.

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Help Center

Overview
How Settings Is OrganizedProfile SettingsSecurity SettingsNotificationsAppearanceEmail SignaturesIntegrationsInstall AppBillingUsage TrackingGetting Support
Help CenterSettingsHow Settings Is Organized

How Settings Is Organized

Settings is one destination with two groups: My preferences and Company

Two groups, one destination

Everything you can configure lives under Settings, split by who it belongs to.

The settings rail has two groups. My preferences holds the choices that are yours alone and follow you across devices. Company holds the choices that apply to everyone in the organization. The group is part of the address, so every page can be bookmarked and shared, and you can always tell from the URL whether a change affects only you or the whole company.

My preferences

  • Profile is your name, timezone, date format, out-of-office message, AI email tone, and data controls.
  • Notifications is the per-type matrix for in-app, email, and browser push, plus digests and quiet hours.
  • Appearance is the light, dark, or system theme for this browser.
  • My views is the per-page display preferences you can also reach from the gear on each page: columns, density, sort, and default filters.
  • Sign-in & security is your password, two-factor authentication, passkeys, linked sign-in methods, active sessions, and recent activity.

Company

  • Generalholds the organization's shared connections and defaults: integrations, the scheduler's booking defaults, campaign sending details, and tax codes.
  • Team & roles is who is in the workspace, what seat they hold, and what their role lets them do.
  • Service is the entry point to the help desk configuration. The working home for queues, SLA policies, macros, and autonomy stays inside the Service hub (see below).
  • Billing & plan is your plan, seats, payment method, invoices, and Extra AI Credits.
  • Data & privacy is retention, exports, the audit trail, and the trust controls for the organization.

Why you may not see every group

The rail shows what your role can actually open.

If your role does not include a company-level permission, the pages it would unlock are not listed at all. Nothing is shown greyed out or locked. A row you can see is a row you can open. My preferences is always available to everyone on every plan, because personal preferences are part of using the product rather than something to unlock.

Where help desk configuration lives

Service settings stay inside the Service hub.

Queues, SLA policies, macros, the help center, the answer bot, and autonomy are configured at Service > Settings, not in the global settings rail. They sit beside the inbox they govern, so you can change a routing rule and see it take effect without leaving the hub. The Company group links straight through to them. See SLA Policies and Queues for the detail.

Your own service preferences are different: inbox density and saved views are personal, so they live under My preferences and are mirrored by the gear on the Service hub itself.

Old links keep working
Bookmarks and links that point at the previous flat settings addresses are forwarded to the new location automatically, so nothing you saved before the change breaks.

Related Articles

Profile Settings· Your name, timezone, out-of-office, and data controlsSecurity Settings· Password, two-factor authentication, sessions, and recent activityBilling & Subscription· Plan, seats, payment method, and Extra AI CreditsSLA Policies and Queues· Help desk configuration inside the Service hub
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