Settings

Settings is where your account, your workspace, your team and your plan live. It is a page of its own, with one tab for each of them. To leave, pick any other screen in the sidebar.

Good to know

Each tab has its own web address — for example …/settings?tab=members — so you can bookmark one or send it to a colleague.
There is no close button. To leave, use the sidebar. On a phone, the back arrow inside a section returns you to the list of sections.

Open Settings

Four ways in, all of them land on the Settings page.

Sidebar → Settings. Pinned at the very bottom of the sidebar, above your name, with a gear icon. The row stays highlighted while you are in Settings.
Your avatar, bottom left → Profile & preferences. Opens on Profile.
Your avatar → Subscription. Opens on Subscription. That row carries a small chip with the name of your current plan.
On a phone: Menu → Settings.

There is no gear in the top bar. If you are hunting for one, it is in the sidebar.

Sidebar → Settings, pinned at the bottom

Settings replaces the page you were on, like any other screen in the sidebar. Opened from the sidebar, it always starts on Profile.

The seven sections

On a computer the seven sections are tabs in a row along the top, under the Settings title.

Tab	What you do there
Profile	Your name, phone, photo, sign-in email, password and theme
Workspace & team	Create and switch workspaces, lead visibility, teams, setup
Members	Invite people, approve them, set roles and teams, remove someone
Roles	Build the permission sets you assign to members
Channel access	Which WhatsApp numbers each member may use
Subscription	Your plan, your card, invoicing status, cancelling
Branding	Your brand colour, name, subdomain, logos and sign-in splash

The tabs run along the top. The Add button is in the top bar, on the right

At the right-hand end of the tab row you will also find, depending on the tab, the Seats meter (on Members), the Workspaces meter (on Workspace & team) and a Search roles box (on Roles).

On a phone

On a phone, Settings opens on a list of its sections. Tap one to open it: its name becomes the heading, and the back arrow at the top left — Back to Settings — returns you to the list. The bar at the bottom of the screen stays, so you can go anywhere else from there.

On a phone, pick a section from the list

Why a section you were told about is missing

A section you cannot use is hidden, not greyed out. So if a colleague describes a section you have never seen, you are not looking in the wrong place — it is not being shown to you.

Section	What it takes to see it
Profile	Nothing. Everyone has it
Workspace & team	Nothing. Inside it, the Teams table needs view access to Members, and Workspace setup needs edit access to Workspace
Members	View access to Members
Roles	View access to Roles and Permissions
Channel access	Two things at once: your plan must include WhatsApp, and you need view access to WhatsApp
Subscription	Nothing. Everyone can look; only the subscription payer can change the plan. Not shown in the iPhone and iPad app — use a browser
Branding	Branding switched on for your workspace by us, and you are the subscription payer

Two things worth knowing about that table:

Being a workspace owner clears permission gates, unless a role you hold says otherwise for that specific permission. So an owner normally sees Members, Roles and Channel access.
Plan limits are never cleared by being the owner. If your plan does not include WhatsApp, Channel access is missing for everybody, owner included.

Right after Settings opens, the Members, Roles and Channel access tabs can take a moment to appear while your permissions load. That is deliberate — it shows nothing rather than briefly showing something you cannot use.

The Add button

When you can create something, an Add button sits in the top bar while you are in Settings (on a phone, at the top right of the Settings heading). It is a shortcut, so you do not have to find the right section first.

Item	The caption under it	What it opens
Member	Invite by email	Members, with the invite form open
Member	From another workspace	Members, with the people picker open
Team	Group members	Workspace & team, with Create team open
Role	Permission set	Roles, with the role editor open

Both member rows are titled Member — the caption underneath is the only thing that tells them apart. You only see the items you have permission to use, and Invite by email is disabled when every seat on your plan is taken, with its caption changing to Invite by email · seat limit reached.

Links someone sends you

A Settings link opens the Settings page straight on the right tab. Use the sidebar to go anywhere else afterwards.

If something looks wrong

What you see	Why	What to do
Settings opened on Profile, not the tab you used last	The sidebar’s Settings always starts on Profile (on a phone, on the list)	Click the tab you want
A section a colleague has is not in your list	A permission or a plan limit — the section is hidden, not disabled	Check the table above, then ask a workspace owner for that access
A red message at the top of Settings instead of your details	Your profile could not be loaded	Reload the page; if it repeats, message support
Failed to load your profile.	Same thing, with no message from the server to show you	Reload the page