Settings & Configuration

Overview

The Settings page allows you to configure your account, organization, preferences, and application settings.

Features

Profile management
Organization settings
Email preferences
Notification settings
Security settings
API keys
Integration settings

Accessing Settings

Navigate to Settings from the user menu or main navigation.

Profile Settings

Personal Information

First Name: Your first name
Last Name: Your last name
Email: Your email address
Phone: Phone number (optional)
Avatar: Profile picture

Updating Profile

Go to Settings
Edit profile information
Upload avatar if desired
Save changes

Organization Settings

Organization Information

Name: Organization name
Domain: Organization domain
Industry: Industry sector
Size: Number of employees

Organization Management

View organization details
Manage organization members
Configure organization permissions
Set organization preferences

Email Preferences

Email Notifications

Campaign Updates: Receive campaign notifications
Contact Updates: Get contact notifications
System Alerts: System and security alerts
Weekly Reports: Weekly summary emails

Email Frequency

Real-time
Daily digest
Weekly summary
Disabled

Notification Settings

In-App Notifications

Enable/disable notifications
Notification types
Sound preferences
Desktop notifications

Notification Preferences

Campaign notifications
Contact notifications
System notifications
Team notifications

Security Settings

Password

Change password
Password requirements
Two-factor authentication (if available)

Session Management

Active sessions
Log out from devices
Session timeout settings

API Keys

View API keys
Generate new keys
Revoke keys
Key permissions

Integration Settings

Connected Integrations

View connected services
Configure integrations
Disconnect services
Integration status

Available Integrations

Email providers
CRM systems
Social media platforms
Analytics tools

Application Preferences

Display Settings

Theme (light/dark)
Language
Date format
Time format
Timezone

Data Preferences

Data retention
Export settings
Backup preferences

Best Practices

Keep Profile Updated: Maintain current information
Review Settings: Periodically review settings
Secure Account: Use strong passwords
Manage Notifications: Configure to avoid overload
Check Integrations: Verify connected services

Troubleshooting

Settings Not Saving

Check required fields
Verify permissions
Refresh page
Clear cache

Integration Issues

Verify credentials
Check API keys
Review error messages
Reconnect if needed

Related Features

Configure your account and preferences to customize your OutreachBox experience.