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Overview

Settings cover two areas: personal (your account) and organization (admin-only). Some sections only appear if you have Manage Organization or a matching feature/plan.

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Personal settings

  • Profile: Update name, email, preferred language; resend email verification if needed.
  • Password: Change password with current + new + confirm.
  • Notifications: Choose in-app, email, and push (browser permission required).
  • Appearance: Theme and display preferences.
  • Select Organization: Switch orgs, set default landing page, create or edit an org you own.

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Organization (admin)

  • Members: Invite by email, manage roles (Owner/Admin/Member), activate/deactivate (you can’t deactivate yourself).
  • Payments: Connect Pagar.me or Stripe; add sandbox/live keys, publishable key, and webhook secret; copy the webhook URL and pick a default connector.
  • Secrets: Encrypted key/value store for automations and integrations.
  • API Keys: Create/revoke API keys; the secret shows only once on creation.
  • Properties: Custom fields for Contacts/Companies/Deals (and more depending on config).
  • Ticket Statuses: Define names, colors, order, and default for the ticket workflow.

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Access control and plans

  • Sections may be hidden if your plan doesn’t include the feature (look for feature gating).
  • Org administration requires Manage Organization; ask an Owner/Admin to grant it if you don’t see Members, Secrets, API Keys, Properties, or Ticket Statuses.

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Good practices

  • Use separate payment credentials for sandbox vs. production; double-check webhook secrets per environment.
  • Rotate API keys and secrets periodically and clean up unused invites/members.
  • Keep a default organization home page that fits each team’s workflow (e.g., Dashboard vs. Deals board).