Settings Overview

The Settings section in Waflow allows you to configure your account, manage workspace preferences, and customize the platform to match your organization's needs. This guide covers all available settings and how to configure them effectively.

Accessing Settings

To access settings:

1. Click the Settings icon in the bottom-left of the sidebar
2. Or navigate via Profile > Settings

Settings are organized into three main categories:

• Account Settings (personal)
• Workspace Settings (team-wide)
• Organization Settings (enterprise)

Account Settings

Account settings affect your personal Waflow experience.

Profile Information

Manage your personal profile:

1. Navigate to Settings > Profile
2. Update your information:
   • Full name
   • Email address
   • Profile picture
   • Phone number
   • Time zone

Password & Security

Secure your account:

1. Go to Settings > Security
2. Available options:
   • Change password
   • Enable two-factor authentication (2FA)
   • View active sessions
   • Manage connected devices

Tip: We strongly recommend enabling two-factor authentication for all accounts. It adds an extra layer of security beyond your password.

Two-Factor Authentication

Set up 2FA:

1. Navigate to Settings > Security > Two-Factor Authentication
2. Click Enable 2FA
3. Choose your method:
   • Authenticator app (recommended)
   • SMS verification
4. Scan the QR code with your authenticator app
5. Enter the verification code
6. Save your backup codes securely

Warning: Store your backup codes in a secure location. You will need them if you lose access to your authenticator app.

Notification Preferences

Control what notifications you receive:

Configure each:

1. Go to Settings > Notifications
2. Toggle notifications on/off by category
3. Set frequency preferences
4. Choose quiet hours (if applicable)

API Access

Manage your personal API tokens:

1. Navigate to Settings > API Tokens
2. View existing tokens
3. Create new tokens with specific scopes
4. Revoke tokens no longer in use

Workspace Settings

Workspace settings affect everyone in your team.

General Settings

Configure workspace basics:

1. Go to Settings > Workspace > General
2. Configure:
   • Workspace name
   • Workspace logo
   • Default timezone
   • Default language
   • Contact information

WhatsApp Configuration

Manage your WhatsApp Business Account connection:

1. Navigate to Settings > Workspace > WhatsApp
2. View connected:
   • WhatsApp Business Account ID
   • Phone numbers
   • Connection status
3. Manage:
   • Business profile
   • Profile picture
   • About text
   • Business hours

Note: WhatsApp Business Account configuration changes must comply with WhatsApp's policies and may require approval.

Messaging Settings

Configure default messaging behavior:

Default Templates

Set default templates for common scenarios:

1. Go to Settings > Workspace > Templates
2. Configure defaults for:
   • Welcome message
   • Opt-in confirmation
   • Unsubscribe confirmation
   • Error/fallback messages

Contact Settings

Configure contact handling:

1. Navigate to Settings > Workspace > Contacts
2. Configure:
   • Required fields
   • Default tags
   • Duplicate handling
   • Phone number formatting

User Preferences

Customize your interface experience.

Display Preferences

Personalize your dashboard:

1. Go to Settings > Preferences
2. Configure:
   • Dark/light theme
   • Sidebar layout (expanded/collapsed)
   • Default landing page
   • Table density (comfortable/compact)
   • Date format (MM/DD/YYYY, DD/MM/YYYY)
   • Number format (1,000 vs 1.000)

Dashboard Customization

Arrange your dashboard:

1. Navigate to the dashboard
2. Click Customize
3. Drag and drop widgets
4. Show/hide sections
5. Save layout

Keyboard Shortcuts

View and customize keyboard shortcuts:

1. Go to Settings > Preferences > Shortcuts
2. View available shortcuts:
   • Ctrl/Cmd + N: New campaign
   • Ctrl/Cmd + K: Quick search
   • Ctrl/Cmd + /: Open command palette
   • ?: Show all shortcuts
3. Customize as needed

Team Management

Manage workspace members and permissions.

Invite Team Members

Add new members:

1. Go to Settings > Team
2. Click Invite Members
3. Enter email addresses
4. Select role:
   • Admin: Full access
   • Manager: Campaign and contact management
   • Agent: Respond to messages only
   • Viewer: Read-only access
5. Send invitations

Role Permissions

Custom Roles

Create custom roles for specific needs:

1. Navigate to Settings > Team > Roles
2. Click Create Role
3. Name the role
4. Select permissions granularly
5. Save the role
6. Assign to team members

Access Logs

Review team activity:

1. Go to Settings > Team > Activity
2. View:
   • Login history
   • Action logs
   • Settings changes
   • Export history

Data & Privacy

Manage data handling and privacy settings.

Data Retention

Configure how long data is kept:

1. Navigate to Settings > Data > Retention
2. Set retention periods:
   • Message history: 30/60/90 days or indefinite
   • Contact activity: Duration
   • Analytics data: Duration
3. Configure auto-cleanup

Export Data

Export your workspace data:

1. Go to Settings > Data > Export
2. Select data to export:
   • Contacts
   • Messages
   • Campaigns
   • Analytics
3. Choose format (CSV, JSON)
4. Request export
5. Download when ready

Data Deletion

Request data deletion:

1. Navigate to Settings > Data > Deletion
2. Select data type
3. Specify criteria (date range, contacts)
4. Confirm deletion request
5. Wait for processing

Warning: Data deletion is permanent and cannot be undone. Always export a backup before deleting data.

GDPR Compliance

Tools for GDPR compliance:

• Right to Access: Export contact data
• Right to Erasure: Delete contact data
• Consent Management: Track opt-in status
• Data Processing Log: View data access history

Security Settings

Workspace-level security configuration.

IP Whitelisting

Restrict access by IP:

1. Go to Settings > Security > IP Whitelist
2. Enable IP whitelisting
3. Add allowed IP addresses/ranges
4. Save configuration

Note: Be careful with IP whitelisting. If your IP changes, you may be locked out of your account.

Session Management

Control session behavior:

Audit Logs

Track security events:

1. Navigate to Settings > Security > Audit Logs
2. View:
   • Login attempts (successful/failed)
   • Permission changes
   • Settings modifications
   • API token usage

Organization Settings

For enterprise customers with multiple workspaces.

Workspace Management

Manage multiple workspaces:

1. Go to Settings > Organization > Workspaces
2. View all workspaces
3. Create new workspaces
4. Transfer contacts between workspaces
5. Set workspace limits

Single Sign-On (SSO)

Configure SSO for your organization:

1. Navigate to Settings > Organization > SSO
2. Enable SSO
3. Configure identity provider:
   • SAML 2.0
   • OAuth 2.0 / OpenID Connect
4. Enter provider details
5. Test configuration
6. Enforce for all users

Centralized Billing

Manage billing across workspaces:

1. Go to Settings > Organization > Billing
2. View consolidated usage
3. Allocate credits to workspaces
4. Set workspace budgets
5. Generate organization reports

Next Steps

• Billing & Credits - Manage your subscription and credits
• Integrations - Connect external services
• WhatsApp Setup - Configure your WhatsApp connection