The Settings page: what is where

Settings (/app/settings) is where the options for the workspace you have open, and for the whole account, are kept. Open it from Settings in the Set up group of the sidebar, or from the round avatar at the top right (Account menu), then Settings.

Who can open it

• Owner and Admin see every section and can change them.
• Other roles do not see Settings in the sidebar, even if their access includes the old Settings task: every change on these pages needs the Owner or Admin role. If they open the page anyway they see read-only information (their language, password and email notifications are in Your account); the admin-only sections show "You do not have access to this".
• An Agent (inbox only) is sent back to the Inbox, with the message "That page is not part of the Agent role". Personal options for everyone, agents included, are on Your account (avatar menu, then Your account, /app/account).

The sections

The sections are in five groups: Workspace, Team, Plan & billing, Automation and Advanced. On a wide screen they are a list on the left under the group names; on a phone they are a row of buttons you can swipe, with a thin line between groups, which scrolls by itself to show the section you have open (a faded edge means there are more). General, Branding, Scheduled email reports, Evergreen recycling and AI providers are parts of the same page (the address ends in #branding, #ai and so on); the rest are pages of their own. The ? Help button opens the article of the section you have open. If Evergreen recycling or AI providers cannot be read, the section shows This section could not be loaded. and "Nothing was changed. Check your connection, then press Retry.": click Retry.

1. General: it starts with the line "Your language, password and email notifications are personal, not part of the workspace." and the link Change them in Your account (/app/account); then the workspace Timezone, Currency for WhatsApp message costs (once a WhatsApp number is connected) and Post languages, Link tracking, Plan usage (with the AI of your trial while one runs) and Export workspace data (owner/admin). See Workspace timezone and link tracking and Your data and exports.
2. Branding (account owner): your logo and brand colours. See Branding and scheduled reports.
3. Scheduled email reports: performance reports sent by email every week or month. Same article as Branding.
4. Evergreen recycling (owner/admin): re-scheduling your best evergreen posts. See Evergreen recycling.
5. AI providers (account owner): your own AI keys and which key runs first. See AI providers.
6. Plan & usage (/app/settings/plan) and Billing (/app/settings/billing): your plan, payments and invoices. See Plans.
7. Company details (account owner, /app/settings/company): what your invoices are issued to. See Company details.
8. Integrations (owner/admin, /app/settings/integrations): outgoing webhooks to your own systems, and API access (for developers) on the Agency and Enterprise plans. See Webhooks and API access.
9. Messaging rules (/app/settings/messaging): when and how often marketing may reach a person (quiet hours and frequency caps; a Friday prayer pause and a Ramadan window are offered too, off until you turn them on) and your test numbers. See Messaging rules.
10. Report conversions to Meta (owners and admins change it, editors can look; /app/settings/conversions): tells Meta which conversations from your ads became customers. See Which ads bring conversations (Ads).
11. Approval chain (/app/settings/approvals): the approval steps a post must pass. See Approvals.
12. Members (/app/settings/members): who is in the workspace and what they may do. See Members and invitations.

Plan usage and post languages (General)

• Plan usage shows your plan name and the same bars as Plan & usage: Posts published / month, AI credits / month, Social accounts, Workspaces and Members per workspace (counted in the workspace you have open). A monthly allowance (posts, AI credits) turns orange at 80% and red when it is used up; a standing limit (accounts, workspaces, members) turns red only when you are over it, with a red line saying by how much and what to do (an owner or admin is told to remove the extra or choose a bigger plan, with See plans; anyone else is told to ask an owner or admin, with no link). "∞" means no limit; an allowance your plan does not include shows "Not included in the [plan] plan." and See plans. Limits themselves are on the pricing page. On the 14-day Pro trial the badge reads Pro trial, and instead of AI credits / month a card AI in your Pro trial shows AI texts and AI images used out of 20 and 5 (5 and 1 until you confirm your email address) and "Included in your Pro trial until [date]", exactly as on Plan & usage; a new account's 3-day AI trial shows the same card titled Free AI trial. Once a trial is over, the card says so, with See plans and Add my own AI key.
• Post languages (in the Workspace card; owners and admins change it): tick up to 4 languages this workspace posts in. In Create, ✦ Translate into [language] is offered for each of them other than your app language, and ✦ Write it also writes the post in the first of them; Templates offers the template languages among them. Each tick saves at once: "Saved. This workspace posts in [languages]." With none ticked the line reads "None chosen: posts are written in your app language, and Create offers no translation." The API endpoint (the address of the public API) is now in the API access (for developers) card on Settings → Integrations, see API access (for developers).

Good to know

• Most settings belong to the workspace you have open. Switch workspace first (workspace selector at the top of the sidebar) if you mean to change another one.
• A few settings apply to the whole account whichever workspace is open: Branding, AI providers, Company details and your plan.
• Your own password, your language, your notification choices, downloading your data and deleting the account are on Your account (/app/account). See Your data, workspace deletion and account deletion.

Related

• Members and invitations
• Roles and permissions
• I cannot see a page or a button