Settings
Open Settings from the sidebar. The tabs you see depend on your role:
| Role | Tabs |
|---|---|
| Organization Admin | Profile, Organization, Phone Numbers, Notifications, Billing, Integrations (plus API Keys and Security, which are not yet functional — see below) |
| Team Lead | Profile, Organization, Notifications |
| Billing Admin | Profile, Notifications, Billing |
| Agent | Profile, Notifications |
Click Save Changes at the bottom after editing.
Profile
- Personal Information — Full Name, Email Address, Phone Number, Bio.
- Profile Photo — upload a JPG, PNG, GIF or WebP up to 2 MB.
- Calling Preferences — how Call Helm reaches you when you place a call:
- Phone Type: Cell Phone (PSTN) (your phone number above is dialled), 3CX / PBX (DID) (enter your 3CX Extension), or 3CX / PBX (SIP URI) (enter your SIP URI). See Making calls.
Organization (Admins and Team Leads)
- Organization Details — Website, Default Language, Date Format.
- Call Settings
- Allow agents to toggle call recording — when off, only administrators control recording.
- Agents can see all organization contacts — when off, agents only see contacts assigned to them (Organization Admins only). See Contacts.
- Other checkboxes in this section (auto-record, transcription, AI analysis, sentiment analysis, require call notes) currently reflect what your plan includes but cannot be changed here. Recording is controlled per user with the toggle in the top bar; transcription and analysis run automatically for recorded calls on eligible plans.
- Departments — click Add Department, give it a name and optional description. Assign agents to departments on the Agents page.
Phone Numbers (Admins)
Search, buy, port and verify numbers, and manage SMS compliance. See Phone numbers and SMS compliance (10DLC).
Notifications
The bell icon in the top bar shows in-app notifications such as new contact assignments and campaign updates. The preference toggles in this section do not yet change which notifications are delivered — notification delivery preferences are coming soon.
Billing (Admins and Billing Admins)
Plan, seats, usage and payment. See Billing, plans & seats.
Integrations (Admins)
The 3CX card is the only integration available today. See 3CX integration. Other cards on this tab (Voice Provider, Twilio, Salesforce) are placeholders and their buttons do nothing — voice and SMS are provided by Telnyx and need no setup by you.
API Keys and Security tabs
These tabs currently show placeholder content. There is no customer API, no two-factor authentication, and no self-service password change, session list, data download or account deletion in the app yet.
- To change your password, sign out and use Forgot your password? on the sign-in page.
- To request a data export or account deletion, email hello@callhelm.com.