Table of Contents
What This Feature Does #
The Settings page is where you manage your own account and, if you are a CompanyAdmin, your company’s identity. It has two tabs:
| Tab | Who can use it | What it holds |
|---|---|---|
| Profile | Everyone who signs in (CompanyAdmin and TenantUser) | Your photo, name, job details, phone numbers, locale, time zone, email signature, notification preference, and password. Also shows your account activity. |
| Company Settings | CompanyAdmin only. Other users see a card titled Company settings are restricted. | Company name and activity type; the Business Profile the AI assistant reads (about the business, logo and colours, voice, reach, free-text instructions); the What the assistant has learned review list; and Third-Party Tokens for integrations. |
A TenantUser who opens Company Settings sees: "Only CompanyAdmin users can update the organization profile and integration tokens." This is expected, not an error. Ask a CompanyAdmin to make the change.
How to Open Settings #
Click your name or the Settings link at the bottom of the left sidebar. The page remembers the tab in the address (/Profile?tab=company), so refreshing the page or sharing the link opens the same tab.
How Saving Works on This Page (read this first) #
Most "my change did not save" questions come from these rules:
- Every card has its own Save button. Saving one card never saves another. The cards that save separately are: Profile, Security (password), Company Settings, and Business Profile. Edits you typed in a card you did not save are lost when you leave.
- The profile photo saves instantly, the moment the upload finishes. You do not need to press Save Profile for it.
- Unsaved-changes warning. If you edit the Profile, Company Settings, or Business Profile card and then try to close the tab, reload, or navigate away, the browser asks you to confirm. Press Save first to keep your edits.
- Save buttons lock while saving. After you click, the button shows Saving… (or Updating…) and cannot be clicked twice. The page then reloads with a green success message or a red error message at the top.
- Tokens and memory actions save immediately. Activating, deactivating, removing a token, or accepting/dismissing an assistant suggestion happens as soon as you confirm. There is no Save button for these.
Quick Answers: "I want to…" #
| I want to… | Go to |
|---|---|
| Change my photo | Profile tab → Photo (7.1.1) |
| Change my name | Profile tab → Identity (7.1.2) |
| Fix times that show in the wrong time zone | Profile tab → Language & time (7.1.5) |
| Change my password | Profile tab → Security card (7.1.9) |
| Stop the AI adding my logo to generated images and videos | Company Settings tab → Business Profile → Logo & colours → turn off the switch (7.2.3) |
| Make the AI write in my brand’s voice | Company Settings tab → Business Profile (7.2.2) |
| Review what the AI has "learned" about my business | Company Settings tab → What the assistant has learned (7.2.4) |
| Connect WordPress or another system | Company Settings tab → Third-Party Tokens (7.3) |
