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EEngageby Loveday
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6 min read

Settings & team

Brand the workspace, invite teammates, set roles and dealer grants, passkeys, and ops toggles.

Settings covers workspace branding, team access, passkeys, and operational toggles like demo mode and auto-assign.

Settings

app.engage
Settings with branding and team management
Admins see branding and team. Agents typically only manage their own passkeys.

Branding

  • App name, accent color, and logo — shown in the nav and on the login/marketing shell for your subdomain.
  • Support email and sender name — used in notifications.
  • Hot lead email — MJML template with live preview for dealer alerts.

Team & roles

  • Admin — full org control including dealers, programs, compliance, and invites.
  • Campaign manager (operator) — outreach and queue ops without platform admin.
  • Agent — dashboard, conversations, customers, and own passkeys.
  • Compliance — conversations plus compliance tools for blocked numbers and exports.

Restricted agents get dealer and/or program grants instead of the whole org. Invite by email; remove or change role from the team table.

Ops toggles

  • Demo mode — suppress real SMS/email for the whole workspace.
  • Auto-return minutes — idle agent threads return to Unclaimed.
  • Auto-assign escalations — push new escalations to online agents.