⚙ Settings & Administration

Account settings, team management, billing, communications, and privacy.

• Account SettingsManage your personal profile, organization name + logo, brand colors, and timezone.
• Color Scheme & ThemePer-user UI theme that follows you across devices. Pick from nine presets (Midnight, Slate, Charcoal, Ocean, Ember, Maroon, Forest, Ivory, Cloud) or build a custom palette with per-element color picke…
• Team ManagementInvite team members, assign roles, and manage permissions.
• Communications SetupConnect email/calendar accounts (Gmail, Outlook, iCloud, Calendly, custom IMAP), set up SMS via Twilio (carrier + phone number provisioning), and pick a file storage provider.
• Notifications (Bell, Push, Email)Per-user notification preferences. Three channels, three very different purposes: 🔔 Bell — the header icon inside CRMown. Lands instantly while you have CRMown open. A red badge counts unread items;…
• Billing & SubscriptionsManage your plan, add-on suites, boost packs, metered overage, invoices, cancellation, and industry verticals. Settings > Billing is split into 7 collapsible sections (top to bottom): 💳 Plan · 🧩 Sui…
• Tour Sandbox — free 7-day trial (Brief 20 Phase 1)Anonymous visitors at try.crmown.io enter their email, receive a magic link, and land in a 7-day fully-seeded Tour Sandbox without ever setting a password. Phase 1a (shipped 2026-05-21) is the BACKEND…
• Sandbox — Learner Mode (training environments)Spin up an Enterprise Sandbox in "Learner Mode" to onboard a brand-new user without giving them real access to your live org. The sandbox runs on the Learner plan (all 9 suites visible for hands-on ex…
• Boost Packs & Metered OverageTwo complementary ways to get more capacity without changing your plan. Boost Packs are ONE-TIME purchases (Brief 19 Phase 4) that grant a fixed quota and stay on your account until consumed — no mont…
• Privacy & DataConfigure consent tracking, data export, and GDPR/compliance settings.
• Languages & Translation (Multilingual Support)CRMown supports ten languages across the AI Bar, post-meeting summaries, Comm Pro AI helpers, and on-demand message translation: English, Spanish, Portuguese, French, Mandarin Chinese, Hindi, Arabic, …
• Bug Reports & FeedbackReport bugs, request features, or send general feedback to the CRMown support team. Each report gets a ticket number (BUG-{ORG}-001) and you receive notifications when an admin replies.