Accessing Workspace Settings

1. Click on your profile icon

2. Select Settings

3. All configuration pages appear in a left-hand sidebar ​

Account Settings

This is where you update your profile, company information, and active hours.

Profile Information

• First name

• Last name

• Email (locked for security) ​ ​

These fields identify the user currently logged in.

Company Information

• Company logo (upload/change)

• Company name

• Timezone

• Active business days & hours (e.g., Mon–Fri 9AM–6PM) ​

These details help Texto personalize your AI behavior and schedule appointments accurately (if calendar is connected).

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Billing

The Billing page shows:

• Your current plan

• Subscription status

• Next renewal or cancellation date

• Invoice history (download as PDF)

• “Upgrade Plan” option

You can update billing and manage your subscription from here. ​

Team & Users

If your plan supports multiple users, you can:

• Invite new members

• Assign roles (Admin or Agent)

• Resend invitations

• Remove users ​ ​

Roles Overview

• Admin: Full access, including billing and integrations

• Agent: Access to Inbox, Leads, and basic settings ​

  

Verifications

This section handles SMS Brand & Compliance Verification.

Business & Brand Registration

Fields include:

• Business Name

• Country

• Address

• City

• Postal Code

• Business Contact Email

• Phone Number

• Website URL ​ ​

After completing the form, click Submit for verification.

SMS Consent Collection

You must upload a screenshot showing your opt-in language. This is required for SMS compliance. ​

5. Workspace Menu

The workspace switcher (bottom-left) lets you:

• Switch to another workspace

• View the email currently logged in

• Open Settings

• Upgrade plan

• Log out ​

  

This is essential for agencies that manage multiple client workspaces.