Settings¶
Settings holds your own account, your team and every module's configuration. What you see depends on your role: team, billing and invite settings are for the Super Admin.
Where to find it¶
Settings is not in the left rail. Click your initials at the bottom-left of the screen, then click Settings.
The Settings screen lists:
| Group | Rows |
|---|---|
| Your name and email | Team & access · Billing & credits · Preferences · Developer |
| Workspace | Security, Integrations |
| Modules | WhatsApp, CRM, Email Marketing, Appointments (only the modules your workspace has) |
The same profile menu also has My Account (click your name), Switch role (when you hold more than 1 role), Current usage and Sign out.
Before you start¶
- You are signed in. See Sign in to Ohanvi.
- For team, billing and invite settings, your role is Super Admin.
Guides¶
| Guide | Use it when |
|---|---|
| Open Settings and find a setting | You are looking for where a setting lives. |
| Update your profile and password | You want to change your name, email, phone or password. |
| Manage team members, roles and permissions | You want to add, edit or remove teammates, or choose their role. |
| Invite teammates with a link | You want teammates to sign up on their own and join your workspace. |
| Team and access | You want one place for profile, teammates and roles. |
| Integrations | You want to connect a store, Tally, Zapier or Pabbly. |
| Refer and earn | You want to invite businesses and earn. |
| Choose how notifications reach you | You get too many notifications, or too few. |
| Choose your own or Ohanvi's managed services | You want to use your own WhatsApp, AI or email provider. |
| Send WhatsApp messages with the Developer APIs | A developer needs to send messages from your own systems. |
Related¶
- Billing and credits — plans, invoices and GST details, also listed under Billing & credits.
- CRM and contacts — Settings → CRM holds pipelines, lead sources and products.
- Appointments — Settings → Appointments holds booking rules.