All settings

All your account, team, billing and messaging settings live in one Settings box. Open it from anywhere in the app, then click the setting you need.

Open Settings

Click the gear icon
Click Settings (the gear icon) near the bottom of the left sidebar, or the gear icon in the top bar. The Settings box opens, grouped by topic.
The Settings box
Scroll for more
Scroll down for Email Marketing, Configuration and Analytics & Commerce.
More settings lower down
Or search
Type in Search settings..., for example tag, and click the result.
Search to jump straight to a setting

Keyboard shortcut

Press Ctrl + K (or ⌘ K on a Mac) to open the app search, then type Open Settings.

What each setting does

Account & Billing

Setting	What's inside	Guide
Account Details	Your account, plan and WhatsApp details, the other accounts you can switch to, a copy of your data, and deleting your account	Delete your account
Billings	Business name, address and GST number for invoices	Wallet and billing details
Invoices	Download your GST invoices	Invoices
Manage Subscriptions	Your plan, time left and add-ons	Buy or change a plan
Ad Credits	The balance for ads we run for you	Wallet and billing details
Active Devices	Where you and your team are signed in	Active devices
My Exports	Large exports that were prepared for you, ready to download	Large exports

Messaging

Setting	What's inside	Guide
Canned Messages	Saved replies you send by typing / in a chat	Canned messages
Live Chat	Welcome message, off-hours message and working hours for your chats
Agents	Invite team members and choose what they can open	Team members
Optin Management	The words customers send to stop or restart your messages	Opt-outs

Email Marketing

Email Dashboard, Campaigns, Templates and Sender Domain open the email tools.

Configuration

Setting	What's inside	Guide
Configure Channels	Your WhatsApp number, calling, RCS, SMS, and Instagram when your plan includes it	How setup works
Business Username	Your WhatsApp @username	Business username
Manage Tags	Labels for your contacts	Tags
Attributes	Your own fields on contacts	Custom attributes
Segments	Saved lists of contacts for broadcasts	Segments

Analytics & Commerce

Setting	What's inside	Guide
Track Expenses	What you spent, day by day
CTWA	Click to WhatsApp ads
Lead Widget	A WhatsApp chat button for your website
Commerce	Your product catalogue and orders
Developer Settings	API key and webhooks	Developer settings (API key)
Allowed IPs	Only let sign-ins from addresses you trust	Allowed IPs
Single Sign-On	Your team signs in with their Microsoft, Google or Okta work account	Single sign-on (SSO)

Some settings, like Allowed IPs, Lead Widget and the Email Marketing pages, are not in every plan. When yours does not include one, its tile shows Upgrade, and the page offers Upgrade plan.