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Settings & Admin

The Settings module provides comprehensive administration capabilities for managing your organization, users, and configurations.

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Overview

Access settings from the sidebar under Settings. The module is organized into several sections: Settings Overview

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Organization Management

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Creating Organizations

Create new organizations:
  1. Go to Settings → Organizations
  2. Click Create Organization
  3. Enter:
    • Organization name
    • Organization slug
  4. Confirm creation

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Managing Organizations

Organization settings include:
  • Name: Display name
  • Slug: URL-friendly identifier
  • Logo: Organization branding

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Organization Switching

Switch between organizations:
  1. Click organization selector in header
  2. Select desired organization
  3. Dashboard updates to show organization data

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User Management

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Inviting Members

Invite users to your organization:
  1. Navigate to Settings → Organization
  2. Click Invite Member
  3. Enter email address
  4. Select role (Member/Admin)
  5. Send invitation
Generate shareable invite links:
  1. Navigate to Settings → Organization
  2. Click Generate Invite Link
  3. Link expires in 24 hours
  4. Share link with team members

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Managing Members

ActionDescription
ViewSee all organization members
RemoveRemove member from organization
Update RoleChange member role

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Roles and Permissions

RolePermissions
OwnerFull control, delete org, manage billing
AdminManage members, view all data, settings
MemberStandard access to campaigns and leads

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Custom Fields

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Lead Custom Fields

Create custom fields for leads:
  1. Go to Settings → Custom Fields
  2. Click Add Field
  3. Configure:
    • Name (internal identifier)
    • Label (display name)
    • Type (text, number, date, select, etc.)
    • Description
    • Required toggle
  4. Save

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Supported Field Types

TypeUse Case
TextSingle-line text
TextareaMulti-line text
NumberNumeric values
DateDate picker
SelectDropdown with options
Multi-selectMultiple selections
CheckboxBoolean values
EmailEmail addresses
URLWeb addresses
PhonePhone numbers

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Deal Fields

Configure custom fields for deals:
  1. Go to Settings → Deal Fields
  2. Create fields similar to lead custom fields
  3. Fields available in deal creation/edit forms

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Deal Pipeline

Manage pipeline stages:
  1. Go to Settings → Deal Pipeline
  2. View default stages:
    • New
    • Qualified
    • Discovery
    • Proposal
    • Negotiation
    • Won
    • Lost
  3. Customize stage colors
  4. Configure field mappings per stage

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Data Export

Export your data:
Export TypeEndpoint
Leads/user/export/leads
Campaigns/user/export/campaigns
Deals/user/export/deals

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Account Deletion

Delete your account:
  1. Go to Settings → Profile
  2. Click Delete Account
  3. Confirm triple times
  4. All data is permanently deleted

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Admin View

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Toggle Admin View

Admins can toggle admin view:
  1. In organization settings
  2. Toggle “Admin View”
  3. When enabled: see all organization data
  4. When disabled: see only own data

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API Access

GET /organizations/admin-view/status

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Best Practices

  1. Organization Structure: Create separate orgs for different businesses
  2. Role Management: Use Admin role for team leads
  3. Custom Fields: Plan field structure before implementation
  4. Pipeline Setup: Configure stages that match your sales process
  5. Regular Exports: Backup important data regularly