Overview

Settings is the administration area for organization configuration, WhatsApp connectivity, and user access. Most settings affect the wider workspace, so access is generally limited by role; Admin and Org Admin users have the broadest control.

Settings areas

• General Settings stores organization information and notification configuration.
• Integrations manages WhatsApp Business API, WhatsApp Coexistence, and Contact Book connectivity.
• Access Management manages teams, users, invitations, roles, and permissions.

Recommended setup order

1. Complete General Settings so organization information is accurate.
2. Configure and verify the required integrations, including the status of connected WhatsApp numbers.
3. Create teams and invite users through Access Management.
4. Assign each user the minimum role and permissions required for their responsibilities.
5. Test the experience with a representative non-admin account before onboarding the full team.

Change management

Review the current value and affected users before changing an integration, role, or permission. After saving, confirm that the intended capability works and that unrelated users retain appropriate access. Coordinate changes to active WhatsApp connections because they can affect live customer communication.

Access troubleshooting

If a user cannot see a menu or perform an action, verify their organization, team membership, role, and permissions first. For messaging problems, check the integration and number status before investigating the interaction itself.