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Account and brand

The Settings screen concentrates account administration in five tabs: Company, Portal, Users, Notifications and Security. Each tab has its own address (/settings?tab=notifications, for example) — you can link a colleague straight to the right tab. External connections (Kobana account, ERPs) live on the Integrations page in the sidebar.

Settings

Organization data (Company tab)​

The data that identifies your operation:

  • Legal name, CNPJ, email and phone — they come from your Kobana Account and are shown here read-only. To change them, update the record in the Kobana Account; the product mirrors what is there.
  • Trade name and website — editable here.
  • 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. The portal has its own brand configuration in the Portal tab (logos, colors, display name, subdomain); without it, the organization's logo and name apply — and, without a logo, 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​

  • Portal: the debtor portal's identity and behavior — display name, subdomain, logos, colors and what the debtor can do. Detailed in White-label.
  • 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.
  • 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 (or My profile, in the user menu) you see your data: name, email, role, account and join date. The email is your login identity and cannot be changed from here — Kobana account management (login credentials) lives behind the Manage account button in the user menu.

The profile also holds the "Show getting started on the dashboard" preference: this is where you bring back the onboarding checklist after hiding it. The choice is per user and applies in any browser.