> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbit.devotel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings hub: every organization console in one map

> Navigate the /settings hub — map all ~36 consoles grouped by family (identity, channels, messaging rules, quality, data, billing, audit, developer), with per-console routes, role gating, and deep links into every existing guide.

# Settings hub

The **Settings** hub is the landing grid at `/settings` that groups every organization-level console into one tile set — the answer to "where do I go to configure this?" when you open the sidebar's **Settings** entry.

Thirty-six consoles share the grid. This page groups them into families, maps every console to its dashboard route, lists which roles can reach each one, and links every console with an existing guide.

## What the hub surfaces

Eight families of consoles share the grid, grouped by what they govern:

1. **Identity & access.** SCIM, Team, Profile, and Security manage who is in the organization and what they can reach.
2. **Channels & voice.** Voice, Voicemail Boxes, and Channels configure the telephony and messaging channel stack.
3. **Messaging & send rules.** Frequency Caps, Keyword Rules, Message Suppression, and Personalization govern outbound cadence and content.
4. **Quality & CX.** CSAT, NPS, QA Autoscore, QA Sampling, and Agents set the QA and customer-experience measurement surface.
5. **Data & lifecycle.** Retention, Migrations, and Personalization control how long data lives and how it moves between platforms.
6. **Billing & org.** Billing, Branding, Subaccounts, and General hold the commercial and organizational configuration.
7. **Audit & diagnostics.** Audit Log, Status, and Reliability surface the operational health and change record.
8. **Developer.** API Keys, Integrations, and Presence provision the developer access surface.

Every console listed below is one tile on the grid, and the route is the tile's destination in the dashboard.

## Console map

| Console | Dashboard route | What it is |
| - | - | - |
| General | `/settings/general` | Organization name, timezone, default language, and business hours |
| Team | `/settings/team` | Invite, remove, and manage team members with role assignment |
| Profile | `/settings/profile` | Your personal name, avatar, and contact preferences |
| Security | `/settings/security` | Two-factor authentication, session management, and password policies |
| SCIM | `/settings/scim` | Automated user provisioning and deprovisioning via SCIM |
| Billing | `/settings/billing` | Wallet balance, payment methods, invoices, and spend caps |
| Branding | `/settings/branding` | White-label the dashboard with your logo, colors, and custom domain |
| Subaccounts | `/settings/subaccounts` | Create and manage child organizations with delegated access |
| API Keys | `/settings/api-keys` | Provision, rotate, and revoke API keys with IP allowlists and usage limits |
| Integrations | `/settings/integrations` | Connect OAuth SaaS integrations (HubSpot, Salesforce, Shopify, and more) |
| Presence | `/settings/presence` | Federation settings that sync agent presence across ACD queues |
| Channels | `/settings/channels` | Enable and configure SMS, WhatsApp, RCS, email, voice, and every other channel |
| Voice | `/settings/voice` | SIP trunks, caller IDs, ring groups, queues, call recording, and voice configuration |
| Voicemail Boxes | `/settings/voicemail-boxes` | Create and assign voicemail boxes to extensions and teams |
| Frequency Caps | `/settings/frequency-caps` | Per-channel send limits per contact per time window |
| Keyword Rules | `/settings/keyword-rules` | Auto-reply and routing rules triggered by inbound message keywords |
| Message Suppression | `/settings/message-suppression` | Per-contact and per-channel suppression lists with consent receipts |
| Personalization | `/settings/personalization` | Website personalization slots, computed traits, and inline content tokens |
| CSAT | `/settings/csat` | Customer satisfaction survey configuration and scoring |
| NPS | `/settings/nps` | Net Promoter Score survey timing, questions, and reporting |
| QA Autoscore | `/settings/qa-autoscore` | Automated QA scoring rules with readiness panel and calibration |
| QA Sampling | `/settings/qa-sampling` | Sampling rates and rules for which conversations get QA-reviewed |
| Agents | `/settings/agents` | AI agent governance policies, guardrail effectiveness, and model selection |
| Retention | `/settings/retention` | Data retention windows per data class with deletion schedules |
| Migrations | `/settings/migrations` | Platform migration jobs — pause, resume, and rollback connectors |
| Compliance | `/settings/compliance` | Tenant compliance posture, vertical bundles, quiet hours, and country rules |
| KYC | `/settings/kyc` | Business identity verification, document upload, and brand registration |
| Audit Log | `/settings/audit-log` | Searchable, exportable record of every configuration change and API action |
| Status | `/settings/status` | Organization-scoped status page and SLA attestation surface |
| Reliability | `/settings/reliability` | Monthly SLA availability reports and uptime metrics per channel |
| Campaigns | `/settings/campaigns` | Campaign defaults, allocator configuration, and send-gate preflight |
| Custom Fields | `/settings/custom-fields` | Schema builder for contact and conversation custom fields |
| Notifications | `/settings/notifications` | Email digest, in-dashboard notification preferences, and alert routing |
| Onboarding Status | `/settings/onboarding-status` | Provisioning timeline, verification progress, and go-live checklist |
| Media | `/settings/media` | Media library — upload, organize, and reuse images, audio, and documents |

## Role gating

The settings consoles are not equally visible to every team member. The gating matches the org role model used across the dashboard:

* **Owner and Admin** seats see every console on the grid. Every tile listed above renders for these two roles.
* **Developer** seats see the developer-facing consoles (API Keys, Integrations, Presence) plus read access to most configuration surfaces, but are gated from billing, billing-sensitive, and org-structural consoles: Billing, Branding, Subaccounts, Team, SCIM, General, and KYC.
* **Supervisor** seats see the quality and CX consoles (CSAT, NPS, QA Autoscore, QA Sampling, Agents) plus profile-level settings, but are gated from billing, org-structural, and developer consoles.
* **Agent** seats see Profile, Notifications, Onboarding Status, and the voice-related consoles (Voice, Voicemail Boxes) at read-level, but are gated from every configuration write surface.
* **Viewer** seats see Profile, Notifications, Status, and Reliability as read-only surfaces; every other console is gated.

The destination page re-checks the role server-side regardless of tile visibility — the grid hide is presentation-only, never an authorization boundary.

## Worked examples — which console for which task

The most common settings tasks and the console that handles each one:

* **Add a team member and assign a role.** Open **Team**, invite by email, pick the role, and send. The invitee receives a join link scoped to the role you assigned.
* **Rotate an API key.** Open **API Keys**, find the key, click **Rotate**. The old key stays valid for a configurable grace window (default 24 hours) so your services do not break.
* **Set a per-contact SMS frequency cap.** Open **Frequency Caps**, choose SMS, set the max-sends-per-window and the window length, and save. The cap gates every outbound SMS send to that contact.
* **Upload a white-label logo.** Open **Branding**, upload your logo and favicon, set the primary color, and preview. The dashboard and the native chat widget reflect the brand immediately.
* **Provision a new WhatsApp channel.** Open **Channels**, choose WhatsApp, complete the embedded WABA-connect flow, and the channel appears in your sending surface once Meta approves the registration.
* **Review who changed a setting.** Open **Audit Log**, filter by resource type and date range, and every configuration mutation appears with the actor, timestamp, and before/after diff.
* **Check this month's SLA uptime.** Open **Reliability**, pick the month and channel, and read the percentage with the underlying incident timeline.
* **Migrate contacts from another platform.** Open **Migrations**, choose the source connector (Twilio, Telnyx, Sinch, and others), run the dry-run, review the preview, and execute the migration job.
* **Schedule data deletion.** Open **Retention**, set the retention window per data class (messages, recordings, audit logs), and the scheduler deletes expired data on the configured cadence.
* **Configure SCIM provisioning.** Open **SCIM**, copy the SCIM endpoint URL and bearer token, and paste them into your identity provider (Okta, Azure AD, OneLogin).

## Decision table — find the right console

| If you need to | Open this console |
| - | - |
| Invite or remove a team member | Team |
| Change your own name or avatar | Profile |
| Enable two-factor authentication | Security |
| Automate user provisioning from your IdP | SCIM |
| Add a payment method or check your balance | Billing |
| White-label the dashboard with your brand | Branding |
| Create a subaccount for a reseller or environment | Subaccounts |
| Create or rotate an API key | API Keys |
| Connect HubSpot, Salesforce, or Shopify | Integrations |
| Sync agent presence across queues | Presence |
| Enable SMS, WhatsApp, RCS, or email | Channels |
| Configure a SIP trunk or caller ID | Voice |
| Create a voicemail box for a team | Voicemail Boxes |
| Limit how many SMS a contact receives per day | Frequency Caps |
| Auto-reply when someone texts "HELP" or "STOP" | Keyword Rules |
| Suppress a contact from receiving messages | Message Suppression |
| Personalize website content per visitor segment | Personalization |
| Set up CSAT surveys after conversations | CSAT |
| Configure NPS survey timing and questions | NPS |
| Automate QA scoring with rules | QA Autoscore |
| Decide how many conversations get QA-reviewed | QA Sampling |
| Configure AI agent guardrails and model selection | Agents |
| Set how long message data is kept | Retention |
| Migrate data from another platform | Migrations |
| Configure quiet hours or country rules | Compliance |
| Submit business documents for verification | KYC |
| See who changed a setting and when | Audit Log |
| Check your org's SLA uptime this month | Reliability |
| Set campaign defaults and send-gate preflight | Campaigns |
| Define custom fields for contacts or conversations | Custom Fields |
| Manage email digest and notification preferences | Notifications |
| Track your provisioning and go-live checklist | Onboarding Status |
| Upload and organize media files | Media |
| Check the live status of your org's services | Status |

## Guide links — existing deep-dive guides per console

Each of these guides covers one console in depth. Open the hub tile for the surface and the guide for the step-by-step workflow:

| Console | Guide |
| - | - |
| Audit Log | [Audit log](/guides/audit-log) |
| QA Sampling | [QA sampling settings](/guides/qa-sampling-settings) |
| Media | [Settings media console](/guides/settings-media-console) |
| Migrations | [Settings migrations console](/guides/settings-migrations-console) |
| Reliability | [Settings reliability reading](/guides/settings-reliability-reading) |
| Retention | [Settings data retention](/guides/settings-data-retention) |
| Security | [Settings security console](/guides/settings-security-console) |
| Voice Preferences | [Voice preferences](/me/voice-preferences) — under the Me hub |
| CSAT / NPS | [Settings liveops CSAT and NPS](/guides/settings-liveops-csat-nps) |
| Personalization | [Settings web personalization](/guides/settings-web-personalization) |
| Channels | [Channel settings consoles](/guides/channel-settings-consoles) |
| Notifications | [Notifications settings](/guides/notifications-settings) |
| Presence | [Presence federation settings](/guides/presence-federation-settings) |
| Auto NPS | [Auto NPS settings](/guides/auto-nps-settings) |
| General | [Organization general settings](/guides/organization-general-settings) |
| Branding | [Branding console white-label](/guides/branding-console-white-label) |
| QA Autoscore | [QA autoscore settings](/guides/qa-autoscore-settings) |
| Inbox Settings | [Inbox settings console](/guides/inbox-settings-console) |
| Billing | [Billing payment surface](/guides/billing-payment-surface) |

## Concepts behind the consoles

Four concept pages explain the models that the settings consoles lean on:

* [Roles, teams, and permissions](/concepts/roles-teams-permissions) — how the role model gates every console and API endpoint.
* [Tenant isolation](/concepts/tenant-isolation) — how each organization's settings are scoped to its own schema.
* [Audit ledger model](/concepts/audit-ledger-model) — how every configuration mutation is recorded, searchable, and exportable.
* [Tenant compliance defaults model](/concepts/tenant-compliance-defaults-model) — how compliance posture defaults are set per tenant.

## See also

* [Dashboard home walkthrough](/guides/dashboard-home) — the triage surface that points into every hub including Settings
* [API Reference — Settings](/api-reference/settings) — the REST API surface for settings endpoints
* [Compliance posture overview](/compliance/posture-overview) — the compliance controls that live under Settings / Compliance
* [Developer console overview](/developer/overview) — the API-key and integration surface from the developer's perspective


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