What problem does it solve?
Managing and configuring Personal and Workspace CRM settings across teams can be error-prone and slow. This guide provides a structured approach to access, organize, and govern user preferences, security controls, and integration settings to keep teams aligned.
Core Features & Use Cases
- Centralized Settings Structure: Personal vs Workspace categorize user-level vs team-wide preferences for consistent adoption.
- Integrations & Security: Guidance on connecting email, SSO, DNS verifications, API keys to enable secure workflows.
- Quick Onboarding & Compliance: Step-by-step workflows to enable required connections before dependent features (e.g., email, LinkedIn, domains).
Quick Start
Navigate to Settings > Personal Mailboxes and connect your email, then verify sender domains in Email Campaign Settings.