Account settings

Settings is where you configure your workspace — the account-level surfaces behind everything you send. This page is a map of what lives where.

How it works#

Settings is organized into screens, each owning one slice of configuration:

• General — workspace-wide basics.
• Profile — your own user details.
• Preferences — personal preferences for how the app behaves for you.
• Notifications — which notifications you receive.
• Billing — your plan and invoices, managed through the secure billing portal. See Plans.
• Credits — your credit balance and history. See Credits.
• Members — your workspace's member list and their Owner, Admin, or Agent roles. See Workspaces and teams.
• Phone numbers — the Landing Zone numbers you send texts and place calls from. See Configure SMS and Configure calling.
• Email accounts — the connected email accounts you send from, including their signatures. See Configure email.
• Deliverability — email deliverability configuration. If delivery is struggling, start with email delivery issues.
• Blocklist — contacts you never want to reach, working alongside your suppression list. See Suppression lists.
• Trust Center — tracks your A2P 10DLC registration status; you enter your Brand and Campaign IDs here. See the A2P 10DLC setup guide.
• Webhooks — webhook configuration for your workspace.
• Integrations — connections to other services.
• Referrals — the referral program.

When to use it#

You will live in Settings during initial setup — connecting email accounts, provisioning numbers, and completing registration tracking — and return for ongoing administration like checking credits and reviewing members. The initial setup checklist sequences the screens that matter on day one.

Limitations#

• Member invites are not yet available in-app. You can see the member list and roles are enforced, but adding members does not happen from this screen today.
• Trust Center tracks registration; it does not submit it. A2P 10DLC registration happens with the carrier registry externally — you record the resulting IDs in Settings.
• Plan changes and cancellation go through the secure billing portal reached from Settings → Billing, not through in-app toggles. See Cancel or downgrade.