Settings Overview

Configure your Waflow account, workspace preferences, and user settings

7 min read

The Settings section in Waflow allows you to configure your account, manage workspace preferences, and customize the platform to match your organization's needs. This guide covers all available settings and how to configure them effectively.

Accessing Settings#

To access settings:

  1. Click the Settings icon in the bottom-left of the sidebar
  2. Or navigate via Profile > Settings

Settings are organized into three main categories:

  • Account Settings (personal)
  • Workspace Settings (team-wide)
  • Organization Settings (enterprise)

Account Settings#

Account settings affect your personal Waflow experience.

Profile Information#

Manage your personal profile:

  1. Navigate to Settings > Profile
  2. Update your information:
    • Full name
    • Email address
    • Profile picture
    • Phone number
    • Time zone

Password & Security#

Secure your account:

  1. Go to Settings > Security
  2. Available options:
    • Change password
    • Enable two-factor authentication (2FA)
    • View active sessions
    • Manage connected devices

Tip We strongly recommend enabling two-factor authentication for all accounts. It adds an extra layer of security beyond your password.

Two-Factor Authentication#

Set up 2FA:

  1. Navigate to Settings > Security > Two-Factor Authentication
  2. Click Enable 2FA
  3. Choose your method:
    • Authenticator app (recommended)
    • SMS verification
  4. Scan the QR code with your authenticator app
  5. Enter the verification code
  6. Save your backup codes securely

Warning Store your backup codes in a secure location. You will need them if you lose access to your authenticator app.

Notification Preferences#

Control what notifications you receive:

Category Options
Email Notifications Campaign reports, account alerts, team updates
In-App Notifications Message events, automation status, mentions
Push Notifications Mobile alerts for urgent items
Weekly Digest Summary of activity

Configure each:

  1. Go to Settings > Notifications
  2. Toggle notifications on/off by category
  3. Set frequency preferences
  4. Choose quiet hours (if applicable)

API Access#

Manage your personal API tokens:

  1. Navigate to Settings > API Tokens
  2. View existing tokens
  3. Create new tokens with specific scopes
  4. Revoke tokens no longer in use

Workspace Settings#

Workspace settings affect everyone in your team.

General Settings#

Configure workspace basics:

  1. Go to Settings > Workspace > General
  2. Configure:
    • Workspace name
    • Workspace logo
    • Default timezone
    • Default language
    • Contact information

WhatsApp Configuration#

Manage your WhatsApp Business Account connection:

  1. Navigate to Settings > Workspace > WhatsApp
  2. View connected:
    • WhatsApp Business Account ID
    • Phone numbers
    • Connection status
  3. Manage:
    • Business profile
    • Profile picture
    • About text
    • Business hours

Note WhatsApp Business Account configuration changes must comply with WhatsApp's policies and may require approval.

Messaging Settings#

Configure default messaging behavior:

Setting Description Options
Quiet Hours Block message sending during off-hours Time range, days
Rate Limiting Control sending speed Messages per second
Retry Policy Failed message handling Retry count, interval
Link Tracking Default link tracking On/Off
Read Receipts Track message reads On/Off

Default Templates#

Set default templates for common scenarios:

  1. Go to Settings > Workspace > Templates
  2. Configure defaults for:
    • Welcome message
    • Opt-in confirmation
    • Unsubscribe confirmation
    • Error/fallback messages

Contact Settings#

Configure contact handling:

  1. Navigate to Settings > Workspace > Contacts
  2. Configure:
    • Required fields
    • Default tags
    • Duplicate handling
    • Phone number formatting

User Preferences#

Customize your interface experience.

Display Preferences#

Personalize your dashboard:

  1. Go to Settings > Preferences
  2. Configure:
    • Dark/light theme
    • Sidebar layout (expanded/collapsed)
    • Default landing page
    • Table density (comfortable/compact)
    • Date format (MM/DD/YYYY, DD/MM/YYYY)
    • Number format (1,000 vs 1.000)

Dashboard Customization#

Arrange your dashboard:

  1. Navigate to the dashboard
  2. Click Customize
  3. Drag and drop widgets
  4. Show/hide sections
  5. Save layout

Keyboard Shortcuts#

View and customize keyboard shortcuts:

  1. Go to Settings > Preferences > Shortcuts
  2. View available shortcuts:
    • Ctrl/Cmd + N: New campaign
    • Ctrl/Cmd + K: Quick search
    • Ctrl/Cmd + /: Open command palette
    • ?: Show all shortcuts
  3. Customize as needed

Team Management#

Manage workspace members and permissions.

Invite Team Members#

Add new members:

  1. Go to Settings > Team
  2. Click Invite Members
  3. Enter email addresses
  4. Select role:
    • Admin: Full access
    • Manager: Campaign and contact management
    • Agent: Respond to messages only
    • Viewer: Read-only access
  5. Send invitations

Role Permissions#

Permission Admin Manager Agent Viewer
Manage workspace settings Yes No No No
Manage team members Yes No No No
Create/edit campaigns Yes Yes No No
Manage contacts Yes Yes No No
Send messages Yes Yes Yes No
View analytics Yes Yes Yes Yes
Manage billing Yes No No No

Custom Roles#

Create custom roles for specific needs:

  1. Navigate to Settings > Team > Roles
  2. Click Create Role
  3. Name the role
  4. Select permissions granularly
  5. Save the role
  6. Assign to team members

Access Logs#

Review team activity:

  1. Go to Settings > Team > Activity
  2. View:
    • Login history
    • Action logs
    • Settings changes
    • Export history

Data & Privacy#

Manage data handling and privacy settings.

Data Retention#

Configure how long data is kept:

  1. Navigate to Settings > Data > Retention
  2. Set retention periods:
    • Message history: 30/60/90 days or indefinite
    • Contact activity: Duration
    • Analytics data: Duration
  3. Configure auto-cleanup

Export Data#

Export your workspace data:

  1. Go to Settings > Data > Export
  2. Select data to export:
    • Contacts
    • Messages
    • Campaigns
    • Analytics
  3. Choose format (CSV, JSON)
  4. Request export
  5. Download when ready

Data Deletion#

Request data deletion:

  1. Navigate to Settings > Data > Deletion
  2. Select data type
  3. Specify criteria (date range, contacts)
  4. Confirm deletion request
  5. Wait for processing

Warning Data deletion is permanent and cannot be undone. Always export a backup before deleting data.

GDPR Compliance#

Tools for GDPR compliance:

  • Right to Access: Export contact data
  • Right to Erasure: Delete contact data
  • Consent Management: Track opt-in status
  • Data Processing Log: View data access history

Security Settings#

Workspace-level security configuration.

IP Whitelisting#

Restrict access by IP:

  1. Go to Settings > Security > IP Whitelist
  2. Enable IP whitelisting
  3. Add allowed IP addresses/ranges
  4. Save configuration

Note Be careful with IP whitelisting. If your IP changes, you may be locked out of your account.

Session Management#

Control session behavior:

Setting Description
Session timeout Auto-logout after inactivity
Concurrent sessions Allow multiple login sessions
Trusted devices Remember devices

Audit Logs#

Track security events:

  1. Navigate to Settings > Security > Audit Logs
  2. View:
    • Login attempts (successful/failed)
    • Permission changes
    • Settings modifications
    • API token usage

Organization Settings#

For enterprise customers with multiple workspaces.

Workspace Management#

Manage multiple workspaces:

  1. Go to Settings > Organization > Workspaces
  2. View all workspaces
  3. Create new workspaces
  4. Transfer contacts between workspaces
  5. Set workspace limits

Single Sign-On (SSO)#

Configure SSO for your organization:

  1. Navigate to Settings > Organization > SSO
  2. Enable SSO
  3. Configure identity provider:
    • SAML 2.0
    • OAuth 2.0 / OpenID Connect
  4. Enter provider details
  5. Test configuration
  6. Enforce for all users

Centralized Billing#

Manage billing across workspaces:

  1. Go to Settings > Organization > Billing
  2. View consolidated usage
  3. Allocate credits to workspaces
  4. Set workspace budgets
  5. Generate organization reports

Next Steps#

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