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Settings collects account, workspace, sending, integration, and security controls. What you can see depends on your role in the active workspace.

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Common settings

AreaUse it forRelated docs
BillingPlan, trial, invoices, payment method, seatsPlans & Billing
People & AccessInvite people, set roles, grant all-brand or selected-brand accessTeam access
Sending DomainsAdd domains, DNS, tracking, domain health, logsSending Domains
Email → DeliverabilityExclude risky addresses and view validation statusAudience Hygiene
IntegrationsConnect ESPs, ecommerce, MCP, and marketing platformsIntegrations
API IntegrationCreate API keys, webhooks, and agent accessAgent Guide
Security2FA, account protection, compliance controlsSecurity & Compliance

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Role access

  • Owners manage billing, seats, workspace settings, and all brands.
  • Admins can manage people and most workspace controls.
  • Members only see settings needed for their role and assigned brands.
  • Viewers and commenters do not manage billing or sending setup.
See Seats and Team Access for role details.

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Fast paths

Billing

Plans, trial, invoices, seats, and workspace billing.

People & Access

Invite teammates and choose brand access.

Sending Domains

Verify domains and inspect delivery settings.

Integrations

Connect sending providers and ecommerce tools.

API keys

Authenticate API, SDK, CLI, MCP, and agent workflows.

Security

Review security and compliance controls.