Account Settings — StudioM Platform Guide¶
Who this guide is for: Account owners and administrators who need to configure their business profile, manage team members, and adjust platform settings. Time to read: Approximately 8 minutes
What Are Account Settings?¶
Account Settings is where you manage the foundational configuration of your StudioM platform account — your business details, team members, notification preferences, and communication defaults. Most of these settings you'll configure once and rarely revisit.
What StudioM manages: Domain configuration, email infrastructure, phone number setup, payment gateway connection, and API integrations are all managed by StudioM. The settings covered in this guide are the ones you control directly.
How to Get There¶
Navigate to: Settings (gear icon in the left sidebar, near the bottom)
Business Profile¶
Your business profile populates your business name, contact details, and branding across the platform — including in email footers, invoices, and automated messages.
Updating Your Business Information¶
- Go to Settings → Business Profile
- Update:
- Business Name — appears in emails, invoices, and client-facing documents
- Business Address — used in email footers (required for compliance) and on invoices
- Phone Number — your primary contact number
- Website — your main website URL
- Business Email — the reply-to address for outgoing emails
- Click Save
Business Logo¶
Upload your logo in Settings → Business Profile → Logo. This appears on: - Invoices and payment receipts - Documents and contracts - The client portal (if enabled)
Use a PNG with a transparent background for the best result.
Time Zone¶
Set your account time zone in Business Profile. This affects: - Appointment scheduling - SMS send timing - Workflow execution times - Report date ranges
Important: Set your time zone correctly from the start. Changing it later can affect existing scheduled messages and appointments.
Business Hours¶
Configure your working hours in Settings → Business Profile → Business Hours. These are used by: - Calendars (as the default availability window) - The chat widget (to show online/offline status) - Missed call text-back automation
Team Members and User Roles¶
Adding a Team Member¶
- Go to Settings → Team Members
- Click + Add User
- Enter their name, email address, and phone number
- Assign a role (see below)
- Click Send Invite — they receive an email to set their password
User Roles¶
| Role | What They Can Access |
|---|---|
| Admin | Full access to everything — can change settings, add users, manage billing info |
| User | Standard access — contacts, conversations, calendar, pipeline; cannot change account settings |
| Account Snapshot | Read-only view of the account (for reviews or auditing) |
Best practice: Only give Admin access to people who genuinely need it. Most team members should be Users.
Editing or Removing a Team Member¶
- Go to Settings → Team Members
- Click the team member's name
- Update their details or role, or click Remove User to deactivate their access
Note: Removing a user doesn't delete their history — conversations and notes they created remain in the system.
User-Level Permissions¶
Each user can have specific permissions adjusted independently: - Which pipelines they can see - Which calendars they can access - Whether they can delete contacts - Whether they can export data
Configure these in the user's profile under Permissions.
Email Signatures¶
Create personal email signatures that appear automatically at the bottom of outgoing emails sent by each team member.
- Go to Settings → Email Services → Email Signatures (or each user can set their own in their profile)
- Add a signature with name, title, phone, and any additional branding
- Assign to specific users or as the account default
Notification Settings¶
Control how you and your team are alerted to new activity.
Account-Level Notifications¶
Go to Settings → Notifications: - New conversation — alert when a new inbound message arrives - New lead from form — alert when a form is submitted - New appointment booked — alert when someone books in - Payment received — alert when a payment comes in - Task due — reminder when a task is approaching its due date
Notification Channels¶
For each notification type, choose how you're alerted: - In-app — appears as a notification bell in the platform - Email — sends to your registered email address - SMS — sends a text to your registered mobile - Desktop push — browser notification (requires notification permission) - Mobile push — notification on the mobile app (requires app notifications enabled)
Per-User Notifications¶
Each team member can configure their own notification preferences in My Profile → Notifications.
My Profile¶
Each user can update their own profile: 1. Click your name/avatar in the top right corner (or bottom of the sidebar) 2. Select My Profile 3. Update: name, email, phone, profile photo, password, and notification settings
Changing Your Password¶
- Go to My Profile
- Scroll to Security
- Click Change Password
- Enter your current password and new password
- Click Save
Audit Log¶
The Audit Log records significant account actions — who did what, and when. Useful for tracking changes if something unexpected happens.
Navigate to: Settings → Audit Log
| What's Tracked |
|---|
| Contact created, updated, or deleted |
| Opportunity status changes |
| Workflow enabled or disabled |
| User added or removed |
| Settings changed |
| Payments processed or refunded |
You can filter by date range, user, and action type. Export as CSV if needed.
Communication Defaults¶
Reply-To Email Address¶
Set the default "reply-to" address for outgoing emails: Settings → Email Services → Reply-To Address
When clients reply to automated emails, their reply goes to this address. Set it to an inbox someone actually monitors.
Default SMS Sender¶
Your platform phone number is managed by StudioM. If you need to change the number displayed for outbound SMS, contact StudioM Support.
Unsubscribe Settings¶
Configure the unsubscribe link behaviour for email campaigns: Settings → Email Services → Unsubscribe Settings - Set where unsubscribed contacts are redirected - Configure whether to auto-add an unsubscribe link to all emails (required for compliance)
GDPR and Privacy Settings¶
If your business serves contacts in the EU or you operate under GDPR:
- Go to Settings → Compliance
- Enable GDPR Mode
- Configure consent collection on forms
- Set data retention policies
Need StudioM Support for This? GDPR configuration involves several interconnected settings. Contact StudioM Support if you need to configure compliance for your business.
Common Questions¶
Q: Can I have multiple admin users? Yes — you can grant Admin access to multiple team members. Be thoughtful about who needs full admin access versus standard User access.
Q: If I remove a team member, do their contacts get reassigned? Not automatically. Before removing a user, reassign their contacts, tasks, and open opportunities to another team member. Otherwise those items remain "assigned to" a deactivated user.
Q: Can team members see each other's private conversations? By default, all team members with User access can see all conversations. If you need privacy between team members (e.g., separate salespeople with separate territories), contact StudioM Support — we can configure conversation assignment restrictions.
Q: How do I change the business logo that appears on my invoices? Update it in Settings → Business Profile → Logo. The new logo will appear on all invoices and documents going forward (not retroactively on past documents).
Q: What happens if I change my business time zone? Existing scheduled messages and appointments keep their original times (in the old time zone). All new scheduling uses the updated time zone. If you change time zones, review any upcoming scheduled items to confirm the times are correct.
Need Help?¶
Contact StudioM Support any time.
- Email: support@makoa.us
- Live Chat: Available inside the platform
Related guides: Contacts and CRM · Calendars and Appointments · Workflows (Automations)