Account
Account settings
Your profile, security, and the account-wide customization options that don't have a bigger home elsewhere.
Profile
Set your display name and avatar, and change the email address on your login (confirmed on both the old and new address before it takes effect). Your role and how long you’ve been a member are shown here too, read-only.
Security
Change your password by confirming the current one first. A “sign out everywhere” option ends every active session on every device at once — useful if you suspect a device is compromised or just left logged in somewhere you don’t control anymore.
Business profile
This is your WhatsApp business profile — about text, description, address, email, websites, category, and photo. See WhatsApp channel for the field-by-field detail and character limits.
Customization
Two things live here that don’t belong to any one feature page:
| Tab | What it holds |
|---|---|
| Fields & tags | Your tag list, and any custom contact fields you’ve defined — used across contacts, segments, and automations. |
Deal stagecustomization (adding/renaming/ reordering stages) doesn’t live in Settings at all — it’s on each pipeline’s own settings panel. See Pipelines & deals.