Settings Overview
Settings and Administration
Section titled “Settings and Administration”Settings contains the organization and operational controls needed to manage a workspace.
General
Section titled “General”Review and update the organization name, organization ID, logo, timezone, country, business hours, and owner information. Status and subscription status may be system-managed and read-only.
Users & Roles
Section titled “Users & Roles”Invite team members and assign roles based on their responsibilities. Before inviting a user, confirm which channels and administration features they need to access.
Auto Assignment
Section titled “Auto Assignment”Configure how new conversations are assigned to agents. If automatic assignment is not used, regularly check the Unassigned view.
Security
Section titled “Security”Manage account and login security policies. Apply additional security controls to administrator accounts according to your organization’s policy.
Audit Logs
Section titled “Audit Logs”Review records of important configuration changes and administrative actions. Use audit logs when investigating permission changes or incidents.
Recommended practices
Section titled “Recommended practices”- Grant administrator access only to people who need it.
- Review access immediately when a team member leaves or changes roles.
- Keep the timezone and business hours accurate because they may affect SLA, scheduling, and Broadcast operations.