Business Settings
What This Is
Business Settings is where admins manage the main setup for a business account. This includes business details, brand appearance, navigation, business features, phone numbers, and territory email routing.
When To Use It
Use Business Settings when you want to:
- Update business name, address, or contact information.
- Upload a logo or favicon.
- Set brand color and page title.
- Choose the navigation layout and module order.
- Turn business features on or off.
- Manage phone numbers connected to Twilio.
- Configure territory email routing for an eligible subaccount.
What You Can Do
Business Settings includes these areas:
- Business Details: view and update business information.
- Business Appearance: manage logo, favicon, page title, and brand color.
- Navigation Settings: choose a Top Navbar or Left Sidebar, arrange modules, and customize sidebar options.
- Business Features: enable or disable features such as Franmantra AI on an eligible master account.
- Phone Numbers: manage phone numbers when Twilio is connected.
- Territory Settings: enable territory routing and configure its connection, recipients, and email template on an eligible subaccount.
Basic Workflow
- Open Settings > Business.
- Choose the business settings tab you want to update.
- Change the required information.
- Click Save changes for the selected section.
- Review the page to make sure the new settings are correct.
For navigation changes, open Navigation Settings, choose Top Navbar or Left Sidebar, arrange the modules between Navbar and More Menu, and click Save changes. Use Reset to restore the default navigation position, module order, and sidebar settings.
For territory routing, open Territory Settings, enable Enable territory routing, select a business email connection, configure the sender and recipients, enter the required email subject and template content, and click Save changes.
Example
If your company changes its logo, open Business Appearance, upload the new logo, choose the brand color, and save the update.
Notes
- Business settings can affect the whole account.
- Only users with the correct permission should change these settings.
- Twilio must be connected before phone number options can be used.
- Business Features is shown to business admins on master accounts.
- Territory Settings is shown to eligible non-master accounts when the Territory module and required territory permission are available.
- Territory sender, CC, and forwarded-reply addresses must be valid email addresses; duplicate addresses are rejected.