Settings Sections
Open Settings in the sidebar. Channels such as WhatsApp, email and SMS are not here: they live under Integrations → Channels.
Profile
Your name, email, password and two-factor sign-in.
General
Time zone, theme, workspace info, and a searchable list of every setting.
Team
Invite team members and choose their role.
Notifications
In-app alerts, plus alert channels on Telegram, email or Discord.
Alerts & Verification
OTP codes and confirmation messages your customers receive.
Usage & Billing
Your plan, what you have used this period, and upgrades.
Wallet
Your balance, top-ups and add-ons.
Credit Packs
Buy extra credits.
Payment Gateway
Connect Stripe or Razorpay so customers can pay you.
Referrals
Earn when businesses you refer pay for BeeCastly.
AI Settings
Use the built-in AI or add your own AI provider key.
API Keys
Keys for the public API and the WordPress plugin.
Team roles
In Settings → Team, invite people by email and pick a role.
Owner
The person who created the account. Full access.
Admin
Full access, including plan, billing, API keys and account settings.
Manager
Can do everything an Admin can, including plan, billing and API keys.
Marketer
Can create and edit things like campaigns and contacts, but cannot delete, and has no access to billing or API keys.
Agent
Meant for answering messages. Today it has the same access as a Marketer.
Viewer
Read-only. Can look but cannot change anything.
Staff who only clock in and out get a separate worker login from Attendance. A worker can see only their own hours and leave, and does not use a team seat.
API Keys
Go to Settings → API Keys to create keys for the REST API.
Each key has its own permissions: read, write, or both.
A key is shown only once, when you create it. Save it somewhere safe; it cannot be shown again.
To change keys without a break, create the new key first, switch your app to it, then delete the old one.
Security
Turn on two-factor authentication on your Profile page to add a second check when you sign in. The activity log shows every action taken in your workspace, and by whom.