Settings Overview
Settings controls workspace behavior, team access, channels, install snippets, security options, and operator workflows.Settings Areas
| Area | Use it for |
|---|---|
| Workspace | Company name, support URL, timezone, and identity. |
| Channels | Live chat, email, Discord, and context channel settings. |
| Install | Widget install snippets and setup instructions. |
| Keys | Workspace widget key, agent widget keys, and reserved public API keys. |
| Users | Members, roles, and current viewing state. |
| Permissions | Section-specific access controls. |
| Notifications | In-app, browser, email, push, sound, and quiet-hour preferences. |
| Data | Custom fields, tags, statuses, and priority labels. |
| Macros | Reusable operator replies and ticket actions. |
| Surveys | CSAT and NPS survey configuration. |
| Security | Widget identity and workspace access controls. |
Permission Model
Workspace settings writes are guarded by section-specific permissions. A user only needs write access to the sections that actually changed. Examples:- Editing macros requires macro permissions.
- Editing automations requires automation permissions.
- Changing company identity requires workspace write access.
- Reading settings requires authenticated workspace access.
Safe Configuration Principles
- Keep credentials in the correct secret settings, not in prompts or docs.
- Use role-based permissions for changes that affect customers.
- Prefer a narrow role for operators who do not manage setup.
- Review keys before installing widgets on public pages.