Run the workspace without surprises
Users and the three roles, permissions in detail, billing and entitlement meters, white labelling and the audit trail.
16 tutorials in this section
Tutorials in Admin & settings
Add, deactivate and remove users
Seats are a plan limit, and a departing colleague leaves work behind in four places. Both are easier handled deliberately than discovered.
ReadWhat a manager can do that an agent cannot
The line is blast radius: a manager can change how work arrives for everybody. An agent can only change their own.
ReadWhat only an admin can do
Money and access. Everything an admin exclusively controls either costs something or lets somebody in.
ReadBilling: change plan, see usage, manage payment
One pane holds the subscription, the change plan tier, the payment method, the usage summary and cancellation. No exit interview.
ReadUnderstand and top up your calling balance
Real money for carrier minutes and AI voice, shown in currency rather than as an allowance. It is the one number that can stop your phones outright.
ReadChange your payment method
A two-minute job that becomes a service interruption if you leave it until the card has already expired.
ReadCancel your subscription
From inside the product, on the same pane as everything else. But there are four things to do first, and none of them is optional.
ReadWhite label your workspace
Available on Growth and Scaler. Put your own brand on the product your team and your customers see.
ReadAdvanced process settings
Available from Pro upwards. The controls for teams whose process has outgrown the defaults.
ReadBuild and use forms
Structured capture that writes into your contact schema, and lands on the activity feed where somebody will see it.
ReadStorage: what uses it and what to do when it fills
2GB on Starter up to 120GB on Scaler, shared between knowledge bases, files, generated documents and recordings.
ReadYour own account settings
The settings that are yours rather than the workspace's — and the one people most often confuse with a channel.
ReadTwo-factor authentication and active sessions
Two controls under Personal settings that matter far more for admins than for anybody else.
ReadConnect your personal mailbox
Two email syncs per user on every plan. Your one-to-one mail, alongside the conversations rather than in another tab.
ReadNotifications and the notification feed
The one place that tells you something needs you, rather than waiting for you to look.
ReadConsent, DND and the checks before you dial at volume
An autodialler will happily break rules you have not read. What to confirm before the first campaign goes out — not after.
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