Settings

How to use this page

1. 1

   Open Settings

   Select your name at the bottom of the left sidebar to open the profile menu, then choose Settings when it is available. The menu hides Settings when your account cannot access it. You can also use Settings in the sidebar navigation when shown. With focus in the profile menu, press Escape to close it and return focus to your profile button.

2. 2

   Review the available destinations

   Cards sit under topic headings. Meetings and calendar holds Meeting goals, Meeting settings, Calendar and Phone. Email holds Email accounts, Signatures, Email templates and Blacklist. Data and connections holds Custom fields, Integrations and API keys. Billing opens your subscription and invoices. A heading with no cards for you is left out. Employees also see Email warming and Automations, which apply to the client chosen in the sidebar switcher, so check that client first.

3. 3

   Open Profile and appearance

   Choose Profile and appearance to update your name and color theme. Secure email codes handle sign-in, so there is no password to change.

4. 4

   Open Notifications

   Choose Notifications to manage individual update types and their delivery channels. Use Back to Settings there to return to this hub.

5. 5

   Open a meeting, email or data page

   Choose any card to open that page, for example Meeting settings to manage meeting owners, prospect reminders and post-meeting outcome emails, or Integrations to connect the CRM your team already uses. Use the sidebar or your browser's back button to return.

6. 6

   Open Billing

   Choose Billing to see your subscription, renewal date and invoices. In a self-serve workspace with plans switched on, the card reads Plan and billing and opens the page where you change your plan, seats and payment method and download invoices.

7. 7

   Log in as a client (employees)

   Open the profile menu at the bottom of the left sidebar and choose Login as client. Search for the client, then pick it. SalesHive opens that client's view. To cancel the selection, use the back arrow, or press Escape while in the search field, to return to the profile menu. Client accounts do not see this option, and it is hidden while you are already logged in as someone else.

8. 8

   Find meeting-owner details as an internal SDR

   Choose Meeting Settings to view the selected client's active meeting owners, contact details and scheduling links. Copy available email addresses, phone numbers or scheduling links, or open a scheduling link in a new tab. View calendar links and booking instructions opens Scheduling. Ask your manager or strategist to update incorrect details.

9. 9

   Find mailbox details as an internal SDR

   Choose Email Accounts to view active Primary or SDR mailboxes available to you for the selected client. Review sender details and connection status, copy an email address or sender phone, or choose View my client signature. Mailbox connections, sender edits and automation settings are unavailable in this read-only view.

10. 10

    Review Email Templates as an internal SDR

    Choose Email Templates to review the selected client's saved inbox, disposition and campaign templates. The SDR view is read-only; template editing and test sends are unavailable.

11. 11

    Open Calendar or Phone as an internal SDR

    Choose the Calendar card to open Scheduling for calendar links and the selected client's booking instructions. Choose Phone to view the selected client's phone numbers and manage voicemail greetings. In the sidebar, Scheduling is a direct item and Phone remains under Settings. Access still depends on your role.

12. 12

    Open your client signature as an SDR

    Choose My client signature to preview the selected client's default signature for your eligible sending account and copy it into the assigned Gmail mailbox. The preview is view-only; it does not edit the saved signature or send email.

What the buttons do

Profile and appearance

Under Your account. Opens General Settings for your name and color theme; labeled General in the sidebar.

Notifications

Under Your account. Opens notification preferences.

Meeting goals / Meeting settings / Calendar / Phone

Under Meetings and calendar. Open weekly and monthly meeting goals, meeting owners and related emails, calendar connections and booking links, and phone numbers with voicemail greetings.

Email accounts / Signatures / Email templates / Blacklist

Under Email. Open sending mailboxes, outreach signatures, saved templates, and the domains, emails and numbers that are never contacted.

Custom fields / Integrations / API keys

Under Data and connections. Open your own contact fields, your CRM connection and keys for connecting your own tools.

Billing / Plan and billing

Under Billing. Opens your subscription and invoices; self-serve workspaces with plans switched on see Plan and billing instead.

Email warming / Automations

Employees only. Email warming (under Email) shows warmup progress for the selected client's mailboxes. Automations (under Data and connections) builds, tests, activates and audits selected-client workflows.

Meeting Settings (internal SDRs)

Internal SDRs only, under Selected client. Opens a read-only directory of the selected client's active meeting owners.

Email Accounts

Internal SDRs only. Opens read-only sender and connection details for available client mailboxes.

Email Templates

Internal SDRs only. Opens the selected client's saved templates for read-only review.

Calendar

Opens Scheduling for calendar connections, booking links and staff booking instructions when your role allows them.

Phone

Internal SDRs only. Opens the selected client's phone numbers and voicemail greetings, subject to existing access.

My client signature

Internal SDRs only. Opens the selected-client signature preview and copy controls.

Login as client (profile menu)

Employees only. Opens a searchable client list; picking a client opens SalesHive in that client's view.

Common questions