Skip to main content

Account and brand

The Settings screen concentrates account administration in five tabs: Company, Users, Notifications, Integrations and Security.

Settings

Organization data (Company tab)​

The data that identifies your operation:

  • Legal name and trade name
  • CNPJ/document
  • Phone, email and website
  • Logo (image URL, with a preview right on the screen)

Where your brand appears (white-label)​

The logo and trade name are not decorative record-keeping: they dress the product.

  • In the app: the sidebar displays your logo and your name for the whole team.
  • In the debtor portal: the debtor who opens the negotiation link sees your brand, not ours. Without a logo, the portal shows a circle with the name's initial.

The look of collection emails is controlled by the email layouts, which can also vary per company and branch.

The other tabs​

  • Users: access management, detailed in Members and permissions.
  • Notifications: the account's sending channels (email, SMS and WhatsApp providers). With no channel configured, sends are simulated — useful for testing a collection rule without firing real messages.
  • Integrations: external connections, such as the Kobana account.
  • Security: API keys and the interface session timeout (15, 30, 60 or 120 minutes).

Interface language​

The product speaks Portuguese (default), English and Spanish. Switch via the language selector (globe icon) at the top of the screen; it applies only to your browser and is remembered for 1 year. Each operator chooses their own language; the account's data does not change.

Your profile​

In Settings → Profile you see your data: name, email, role, account and join date. The email is your login identity and cannot be changed from here.