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Find your way around Settings

Get oriented in the Settings area and its grouped side rail so you can find any workspace control fast.

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Settings is where you manage everything behind the scenes — your profile, your team, messaging, CRM data, and billing. This article shows you how the area is laid out so you can jump straight to the right place.

Open Settings and read the side rail

Head to Settings and you'll land on your Profile by default. On the left, a side rail organizes every section into labeled groups so related controls sit together.

  1. Open Settings

    Go to Settings. The page opens on your Profile under the Account group.

  2. Scan the grouped rail

    The left rail bundles sections under headings: Account, Team, Lead intake, Messaging, CRM, and Billing.

  3. Click into a section

    Select any item — like Team or Phone numbers — to load its panel in the main area. The rail stays pinned so you can hop between sections.

What lives in each group

Each group collects a few related sections:

  • Account — your personal Profile and your Organization details.
  • Team — invite teammates, set roles, and manage availability.
  • Lead intake — Lead routing rules that decide who gets each new lead.
  • Messaging — Phone numbers, SMS compliance, Email, and Templates.
  • CRM — Integrations, Custom fields, and Imports for getting data in and out.
  • Billing — your plan and payment details.

Why some sections are hidden

The rail only shows what your role can use, so two people may see different sections.

  • Owner-only: Email, Phone numbers, SMS compliance, and Billing appear only for owners.
  • Permission-gated: Lead routing, Custom fields, and Imports appear when your role grants the matching permission, and Templates appears when you can manage templates.

If a section you expect is missing, it's almost always a role or permission gate — not a bug. Ask an owner to adjust your access, or review Team to see how roles map to what each person can open.

The rail is responsive. On a desktop or wide tablet, it sits as a vertical side rail to the left of the panel. On a narrow screen, it collapses into a horizontal pill strip near the top that you can swipe through — every section is still one tap away, just laid out to fit.

The same groups and gates apply in both layouts. Whether you see a side rail or a pill strip, the order and visibility of sections stay consistent with your role.

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Last updated 2026-06-21

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