HelpSettings & accountSettings, at a glance
Settings, at a glance
The Settings page is a directory of cards — everything you can configure for your whole account, grouped by section, each card taking you straight to its page. Here is the full map.
Every card, by section
| Card | What happens | Who can |
|---|---|---|
| Business brand | Your company name and logo, shown on every visitor-facing screen and poster. | Owner |
| Visitor-page look | The welcome message and colours of your join and lobby-TV pages. | Anyone on the team |
| Customer language | The one language your visitors are shown and messaged in, account-wide, unless a branch overrides it. | Owner |
| Queue defaults | Holds the Priority tiers card, plus the Weekly digest and Cross-location transfer switches. | Anyone on the team |
| Line settings | Serving rule, max-wait and capacity. This card is a signpost — each line has its own, set in Locations. | Anyone on the team |
| The switch, the message allowance, and which moments send a message. | Anyone on the team | |
| The sender address and the editable wording of each message. | Anyone on the team | |
| Manager permissions | What your managers are allowed to do. | Owner |
| Your dashboard language | The language and reading direction of your own dashboard. | Anyone on the team |
| Profile & recovery email | Your name and the two emails on your account. | Anyone on the team |
| Privacy & retention | How long visitor data is kept, your data agreement, exporting your data, and a customer's data request. | Anyone on the team |
| Billing & subscription | The plan, the payment method and invoices. | Owner |
| Close account | Closes your account. Reversible for a short window afterwards. | Owner |
Finding a setting fast
- The Search settings… box at the top of the page finds a card by a plain word — “logo”, “retention” or “allowance” — so you never need to know which section it lives in.
- The app-wide search shortcut (Ctrl+K) does the same job from anywhere in the app, not just this page.
The live status badge on every card
| Badge | What it means |
|---|---|
| Set | You configured it. |
| On / Off | The position of a switch. |
| Using default | Still on the standard value — fine as it is. |
| Needs attention | Something here needs finishing. |
Owner-only cards
Five cards are the owner's alone — Business brand, Customer language, Manager permissions, Billing & subscription, and Close account. A manager simply does not see them, so there is never a locked door to knock on. Everything a manager can see, they can use.
Looking for a per-line setting? Serving order, capacity, hours and the visitor page's privacy are set per line, in Locations → the line's Line settings. Every limit and its current value is also listed on Limits & quotas.
Related: Limits & quotas · The Locations hub · Manager permissions