What is Settings
“Settings” is the area in Voxie where you configure user-level and team / organization preferences, permissions, and system integrations. It includes:
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Your Settings: your profile (name, email, avatar, timezone), security (password), which teams you belong to, and integrations.
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Team Settings: settings that impact the entire team / Voxie workspace: team profile (name, photo, default timezone), membership roles & permissions, team-level custom attributes, apps (integrations), subscription / billing (payment method, invoices).
Essentially, Settings is the control center for both individual preferences and administrative, organization-wide configurations.
Why It’s Useful / Value Proposition
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Personalized experience: Let each user set their own timezone, profile info, and security settings for a more comfortable, accurate working environment.
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Governance & security: Control who can do what (via membership roles), which helps secure important actions and limit risk.
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Centralized configuration: Team settings allow admins to manage company-level defaults (timezone, custom attributes, billing) in one place, avoiding scattered configurations.
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Consistency across messaging: With team custom attributes, you can embed business-wide variables (e.g., business name, address) in messages that apply to all contacts, ensuring brand consistency.
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Billing and subscription control: Manage payment methods, view invoices, and control subscription status — essential for continuity and financial oversight.
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Integration & extensibility: Connect your Voxie instance to CRMs, Shopify, or apps via the Integrations section to stitch your messaging into other systems.
General Settings Overview
User Settings
Profile:
In this section, you have the ability to add or update information specific to your user. The first box in the Profile section allows you to upload (edit or add) an avatar for your user.
The Contact Information box is where you can update your name or email address.
Note that we do not recommend updating your email address, as it can interfere with your access. If you wish to change the email address associated with your profile, please contact Voxie Support.
Lastly, in the Profile Details box, you can update your timezone to reflect the one you reside or are working in. If you update the timezone, your scheduled campaigns and message history will now reflect this timezone as well.
Security (Update Password)
In this section, you can update your password for your Voxie user. You will need to know your current password and type the new password twice to confirm.
Note that Voxie passwords are case-sensitive. Voxie Support and staff do not know your password; if you forget it, you can select "Forgot Password?" on the login page.
Team Settings
Team Profile
In this section, you have the ability to add or update information for the entire team of which you are a member, including a photo (avatar) for the team, the team name, and the default contact timezone.
Note that this is different than your user-specific timezone.
Note that this is different than your user-specific timezone.
Users
The Users section is where you manage the users of your Voxie team, including adding new users and modifying what level of access they have. The different Membership Roles allow you to restrict information to some users, or grant more access to others.
Custom Attributes
The Team Custom Attributes section is where you create, edit, and delete Team Custom Attributes, which help you customize and personalize text messages. Your Team Custom Attributes are accessible in any text to be sent to any contact. These Team Custom Attributes typically store general information about your business, like the business’s name, a manager’s name, and the business address.
Integrations
The Integration section is where you can connect a CRM or Shopify store. If you have questions on Integrations, please contact Voxie Support.
Billing
Subscription
This is where Voxie subscription plans are stored. If you have questions about your Voxie Subscription, please contact your Voxie CSM or the Voxie Support team.
Payment Method
This section is where you can update the credit card on file for your Voxie team. To check which card we currently have on file, please look for the last four digits of your card in the right hand corner. If you need to update the card, fill out the necessary information and click the Update button.