Settings is the command center for your Myra workspace. It is where you define your business rules, connect your tools, and manage your team. While most of these options are reserved for Admins and Owners, individual users can also customize their own personal experience.
Personal Settings
Accessible to all users, these settings affect your individual account.
My Profile
- Personal Details: Update your name, profile picture, and login email.
- Password & Security: Change your password and enable Two-Factor Authentication (2FA) for added security.
- Email Signature: Create a professional signature (with HTML support) that will be appended to all 1-to-1 emails you send from the inbox.
Notifications
Take control of your alerts so you can focus on work.
- In-App: Desktop "Toast" notifications.
- Email: Daily or instant summaries of workspace activity.
- Mobile Push: Alerts sent directly to your phone via the PWA. Tip: You can choose to be notified for "Everything" or only for items "Assigned to Me."
Workspace Settings (Admin Only)
These settings define the environment for your entire team.
Workspace Profile
- Company Branding: Set your legal business name, address (for invoices), and primary currency (defaults to $ USD).
- Business Hours: Define when your team is "Online." This affects when automations run and how the AI Support bot behaves.
- Timezone: Crucial for ensuring your calendar and automated messages fire at the correct local time.
Lead Fields & Customization
Tailor the CRM to your specific industry.
- Standard Fields: Manage built-in fields like Phone, Email, and Company.
- Custom Fields: Create unlimited fields (e.g., "Car Model," "Health Insurance Number," "Project Budget").
- Field Groups: Organize your fields into tabs (e.g., "Personal Info," "Technical Specs") to keep contact records clean.
Integrations & API
Connect Myra to the rest of your tech stack.
- Calendars: Google and Microsoft 365.
- Communication: Gmail, Outlook, Twilio, and Mailgun.
- Payments: Stripe and PayPal for processing $ USD payments.
- API Keys: Generate secure keys for custom development or Zapier/Make.com connections.
Team Management
- User List: See everyone with access to your workspace.
- Roles & Permissions: Define what "Managers" vs "Agents" can do.
- Audit Log: A complete history of every administrative change made in the workspace.
Billing and Usage
Manage your subscription and monitor your resource consumption.
- Current Plan: Upgrade or downgrade your subscription as your team grows.
- Payment Method: Manage the credit card used for your monthly subscription and SMS/Call credits.
- Invoices: Download past invoices for your accounting records (all billed in $ USD).
- Usage Stats: See how many SMS segments, Emails, and AI tokens you have used this month.
Best Practices
- Regular Audits: Every quarter, review your User list and deactivate anyone who no longer needs access.
- Test Notifications: When onboarding a new team member, ensure they have their push notifications enabled and working.
- Backup API Keys: Treat your API keys like passwords-never share them in public forums or unencrypted emails.
FAQs
Can I have multiple workspaces under one login? Yes. You can create or be invited to multiple workspaces and switch between them using the Workspace Switcher in the top header.
How do I change the workspace owner? The current Owner must navigate to Settings → Team and select "Transfer Ownership" from the member's action menu.
What happens if I delete a custom field? Warning: Deleting a field will permanently delete all data stored in that field across all contact records. We recommend "Hiding" a field instead of deleting it if you might need the data later.