Settings
Set up the people, connected services, branding and dashboard that support your business.
In the CRM: Settings
Make Mango9 fit the way your team works
Settings brings together your profile, connected business services, team feature access and workspace appearance. Use it when preparing the account for your first campaign, onboarding a colleague or adjusting the information your team sees each day.
Start with Getting Started for the full business setup order: activate your plan, connect Telnyx, buy numbers, create extensions, add users and buyers, then prepare email and your customer follow-up.
Choose the setting for the task
| Menu item | What a business owner uses it for |
|---|---|
| My Profile | Keep business and contact details current, review the assigned extension, billing, security and notification choices. |
| Developer APIs | Give a developer the supported connection details for calendars, contacts, voice AI, SMS and lead-ad integrations. |
| Connections | Connect Telnyx, email, social and advertising accounts, and websites. Review each connection’s status. |
| Permissions | Choose the available features each active agent or lead buyer can use. |
| Blacklisted IPs | Review and manage the account’s blocked IP addresses. |
| Logo | Choose the desktop and mobile branding used by the CRM. |
| Dashlets | Choose which dashboard panels your account sees and the order they appear in. |
Prepare the team for a campaign
- Check the owner’s profile and the account plan.
- Open Connections to prepare the carrier, email, social accounts or website needed for the campaign.
- Add the people who will answer enquiries in Manage Users and assign their extensions where needed.
- Open Permissions to choose the features each agent or buyer needs for their role.
- Use Logo for consistent branding and Dashlets to put the most useful information near the top of each dashboard.
- Review the campaign’s number, reply destination, booking calendar and follow-up before it goes live.