Settings Overview
Your organisation, people, notifications, channels, integrations, security and billing — all in one place.
Settings is where the organisation itself is configured: who works here, what they can reach, which channels are connected, and what you pay for.
The Sections
Account
Your profile, your organisation's business details and business hours.
Members & Roles
Invite people, give each a role, fine-tune individual abilities, and pause or remove access when someone leaves.
Teams
Group members into teams, and choose which channels each team sees.
Notifications
Choose what RateUp tells you about and where — in the app, on your phone, by email or as desktop alerts.
Channels
Connect WhatsApp, Messenger and Instagram — together or on their own — and set up each number, including calling.
Integrations
API keys and their usage, the signed organisation webhook, and third-party platforms.
Security
Change your password, delete your account or your organisation.
Billing
Your plan, active contacts and campaign credits, top-up packs, and invoices.
Who Can Change What
What each person can do comes from their role, plus any abilities fine-tuned for them — see Members & Roles. By default:
| Area | Who |
|---|---|
| Own profile, password and notifications | Everyone |
| Invite people · add people to teams | Managers, Admins, the Owner |
| Change roles and abilities · pause or remove people | Admins, the Owner |
| Create or delete teams · team channel access | Admins, the Owner |
| Business details and hours · integrations · the webhook | Managers, Admins, the Owner |
| Channels | Admins, the Owner |
| API keys | Admins, the Owner |
| Billing | Admins, the Owner |
| Transferring or deleting the organisation | The Owner only |
Managers act only within their own teams; Admins and the Owner reach every team.
Changes here affect people immediately: an ability removed in Members or a channel taken off a team applies to that person straight away.
Common Tasks
| I want to… | Go to |
|---|---|
| Add a new agent | Members & Roles → Invite |
| Stop someone using the Inbox | Members & Roles → fine-tune their abilities |
| Stop getting emails about something | Notifications |
| Connect a second WhatsApp number | Channels |
| Send events to my own system | Integrations → Webhook |
| Build against the REST API | External API — keys in Integrations → API Service |
| Change my password | Security |
| Get more active contacts or campaign credits | Billing → Buy a pack |
Related Pages
- Inbox Settings — quick replies and auto-close, configured inside the Inbox
- WhatsApp Settings