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Open Settings and find a setting

Open Settings from your profile menu and learn how it is laid out. You will know where your account, team, billing, notification and module settings live, and how to open each one without leaving the screen.

Before you start

Steps

Open Settings

  1. Click your initials in the bottom-left corner. The profile menu opens.
  2. Click Settings. The Settings screen opens.

On a phone, the initials button sits in the top-right corner instead.

Read the layout

The left side of Settings lists what you can configure:

  • Your name and email at the top. This holds your team, billing, notification and developer settings.
  • Workspace — shared tools such as Integrations.
  • Modules — one entry per module you can open, such as WhatsApp, CRM, Email Marketing and Appointments.

You only see modules your workspace and your role can open. The search box at the top of the list is not active yet.

Open a setting

  1. On the left, click your name, or a module such as CRM. Its settings list appears on the right, grouped under headings.
  2. Click a row, for example Notifications. That setting opens on the right.
  3. To go back to the list, click the back link at the top of the setting. It shows your name, or settings for a module.

A module with only 1 setting, such as Appointments, opens that setting straight away.

What is under your name

Your name opens these groups. You see only the rows your role allows.

Group Rows
Team & access App User, User Group
Billing & credits Plans & Pricing, Billing, Invoice Details, Credits, Current Usage, Connectors, Refer & Earn
Preferences Notifications
Developer Developer APIs

If the list shows Nothing to manage with your current role., ask your workspace owner for access.

Other items in the profile menu

  • Click your name at the top of the profile menu to open My Account. See Update your profile and password.
  • Switch role appears when you hold more than 1 role. Pick a role to see the app as that role.
  • Current usage opens your itemised usage for this billing cycle.
  • Sign out signs you out.

Video walkthrough

[VIDEO]

Troubleshooting

Issue Cause Fix
You cannot find Settings in the left rail Settings lives in the profile menu, not the rail. Click your initials bottom-left, then click Settings.
Nothing to manage with your current role. Your role has no access to these settings. Ask your workspace owner to change your role. See Manage team members, roles and permissions.
A module is missing from the list Your workspace or role does not include that module. Ask your workspace owner to give your role access to it.
Billing rows are missing Only the workspace owner (Super Admin) sees billing. Workspaces billed through Shopify see plans in Shopify instead. Ask your workspace owner, or open billing from your Shopify admin.
Typing in Search settings does nothing Search across settings is not available yet. Pick the module on the left, then scan its groups.