⚙️Team & settings

Settings is where you manage your team members, roles, notifications, and other account preferences. This page gives an overview of what you’ll typically find; exact options depend on your plan and permissions. You may need admin or settings permission to see or change some items.


How to open Settings

In the left sidebar, click Settings. You may see a sub-menu (e.g. General, Team, Email identity, Notifications). Click the area you want to change.


Team (members and roles)

What it’s for

  • Invite teammates — Add people by email so they can log in and use OnRaven (Inbox, Bots, etc.).

  • Roles — Assign a role to each member (e.g. Admin, Agent, Viewer). Roles control what they can do (e.g. view only vs edit bots vs manage billing and team).

  • Remove members — Deactivate or remove someone’s access when they leave the team.

Typical flow to add a member

  1. Go to SettingsTeam (or Members).

  2. Click Add member (or Invite).

  3. Enter their email address and choose a role.

  4. Send the invite. They receive an email with a link to set their password (or log in) and join the account.

Roles (examples)

  • Admin — Full access: manage team, billing, settings, bots, campaigns, and all data. Usually needed to invite or remove members and change roles.

  • Agent — Can use the Inbox, reply to conversations, and often view Bots and Contacts. May not be able to edit bots or change settings.

  • Viewer — Read-only access (e.g. view Dashboard, Analytics, Inbox) without editing or deleting.

Your app may use different role names (e.g. "Manager", "Support"). Check the role description in the Team UI or ask your admin what each role can do.


Notifications

  • In-app — Whether you see notifications inside the app (e.g. when a new conversation or message arrives).

  • Email — Whether you receive email notifications (e.g. new message, assignment). You may be able to choose frequency (e.g. immediately, daily digest) or turn them off.

  • Browser / push — If the app supports browser push, you can enable or disable it so you get alerts even when the tab is in the background.

Use these so you don’t miss important conversations while avoiding notification overload.


Email identity (sending email from your domain)

If your account can send email (e.g. for Email channel or for notifications from your own domain):

  • SettingsEmail identity (or similar) lets you:

    • Add a domain — Enter your domain (e.g. example.com) so we can send from addresses like [email protected].

    • Verify the domain — The app will show DNS records (e.g. TXT, CNAME) to add in your DNS provider. After you add them and the app verifies, the domain is "verified" and you can use it for sending.

    • Default from address and name — Set the default "From" email and display name (e.g. "Your Company Name [email protected]envelope").

    • Shared domain — Some setups offer a shared sending domain (e.g. @mail.onraven.com) so you can send without verifying your own domain; deliverability may differ.

If you’re connecting the Email channel in Integrations/Campaigns, you may need to complete email identity setup first. See the in-app instructions or Connect a channel.


Other settings

Depending on your plan and permissions, you might also see:

  • Profile — Your name, email, or avatar. Some apps keep this under a profile menu (e.g. your name in the sidebar) instead of Settings.

  • Theme — Light/dark mode toggle (if the app supports it).

  • Language — Interface language (if supported).

  • Security — Password change, two-factor authentication (if enabled by your admin).

  • API or integrations — API keys or webhook URLs for external systems. Usually for advanced users or admins.


Permissions in practice

  • View only — You can open Settings and maybe see Team and Notifications but not add/remove members or change billing.

  • Admin — You can invite/remove members, change roles, and access billing and email identity. Use this carefully; admins have full control over the account.

If you don’t see an option you expect, your role may not have permission. Ask your account admin to change your role or to make the change for you. For managing billing (plan, payment method, invoices), see Billing & subscription.

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