What's in Settings

The tabs in Settings, grouped under Account, Workspace and Plan, and what each one is for.

Click Settings at the bottom of the sidebar. Its tabs are in three groups, and it opens on Profile.

Account

• Profile: your photo, name, sign-in email, phone numbers, company and your other details. See Update your profile.
• Security: change your password, export your contacts with Export contacts as CSV, and close your account. See Change or reset your password and Account, privacy and data.
• Notifications: how you hear about new leads, microsite inquiries and task reminders, by email or text, plus the weekly summary and product news. See Notifications.

Workspace

• Email: the mailbox Relivo sends from, and the signature it adds. See Email and Inbox.
• Branding: your logo and colors on published property microsites. See Property microsites.
• Integrations: bring your contacts across from Follow Up Boss. See Import and export.
• Phone app: marked Soon. There is nothing to set up here yet.

Plan

• Billing: your plan, what you are using, and your invoices. See Plans, billing and trial.

Saving changes

When you change something on Profile, Notifications, Branding or the Signature on Email, a bar appears at the bottom: You have unsaved changes. Click Save changes to keep them, or Discard to put everything back. Two things save on their own: Change password on Security has its own Update password button, and Product news and offers on Notifications saves as soon as you switch it.

On a phone’s browser, the tabs run in one row across the top of Settings, and the Privacy Policy and Terms and Conditions links sit at the bottom of the page.