> ## Documentation Index
> Fetch the complete documentation index at: https://docs.magpipe.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your account, organization, and preferences

## Overview

Settings is your control center for configuring Magpipe. Manage your account, organization, team members, branding, notifications, and more. Access Settings from the main navigation menu.

<Frame caption="Settings page — manage your account, organization, and preferences">
  <img src="https://mintcdn.com/snapsonic/1-ypqxgIocEgShU2/images/settings.png?fit=max&auto=format&n=1-ypqxgIocEgShU2&q=85&s=345dec267cb30fe918a82537a56868bd" alt="Settings page" width="1280" height="800" data-path="images/settings.png" />
</Frame>

## Account Settings

### Profile

Your personal account information:

| Setting      | Description                       |
| ------------ | --------------------------------- |
| **Name**     | Your display name                 |
| **Email**    | Account email (login)             |
| **Phone**    | Your phone number (for transfers) |
| **Avatar**   | Profile picture                   |
| **Timezone** | Your local timezone               |

### Changing Email

1. Go to **Settings** → **Account**
2. Click **Change Email**
3. Enter new email address
4. Verify via email link
5. New email becomes your login

### Password

1. Go to **Settings** → **Account**
2. Click **Change Password**
3. Enter current password
4. Enter new password (twice)
5. Save

**Password requirements:**

* Minimum 8 characters
* At least one uppercase letter
* At least one number

### Two-Factor Authentication

Add extra security with 2FA:

<Steps>
  <Step title="Enable 2FA">
    Go to **Settings** → **Security** → **Enable 2FA**.
  </Step>

  <Step title="Scan QR Code">
    Use an authenticator app (Google Authenticator, Authy, etc.).
  </Step>

  <Step title="Enter Code">
    Enter the 6-digit code from your app.
  </Step>

  <Step title="Save Backup Codes">
    Save the backup codes in a secure location.
  </Step>
</Steps>

### Delete Account

<Warning>
  Deleting your account is permanent. All data including agents, calls, and contacts will be lost.
</Warning>

1. Go to **Settings** → **Account**
2. Scroll to **Danger Zone**
3. Click **Delete Account**
4. Type your email to confirm
5. Click **Permanently Delete**

## Organization Settings

### General

Configure your organization:

| Setting         | Description               |
| --------------- | ------------------------- |
| **Name**        | Organization display name |
| **Description** | Internal description      |
| **Logo**        | Organization logo         |
| **Website**     | Your website URL          |

### Default Agent

Set a fallback agent for calls to numbers without an assigned agent:

1. Go to **Settings** → **Organization**
2. Find **Default Agent**
3. Select an agent from dropdown
4. Save

### Timezone

Set the organization timezone for:

* Call scheduling
* Agent business hours
* Report date ranges

## Team Settings

### Viewing Team Members

Go to **Settings** → **Team** to see:

* All organization members
* Their roles (Owner, Admin, Member)
* Invitation status (pending/accepted)
* Last active date

### Inviting Members

1. Click **Invite Team Member**
2. Enter email address
3. Select role (Admin or Member)
4. Send invitation

See [Team Management](/features/team-management) for full details.

### Changing Roles

1. Find the team member
2. Click their role
3. Select new role
4. Confirm change

### Removing Members

1. Find the team member
2. Click **Remove**
3. Confirm removal

## Branding Settings

### Logo

Upload your logo for white labeling:

1. Go to **Settings** → **Branding**
2. Click **Upload Logo**
3. Select image file (SVG or PNG)
4. Preview and save

### Colors

Customize your brand colors:

| Setting             | Usage                   |
| ------------------- | ----------------------- |
| **Primary Color**   | Buttons, links, accents |
| **Secondary Color** | Borders, backgrounds    |

Enter hex codes (e.g., `#6366f1`) or use the color picker.

### Product Name

Replace "Magpipe" with your brand:

1. Enter your product name
2. Save changes
3. Name appears in browser title and UI

### Custom Domain

Set up your own domain for the dashboard. See [White Labeling](/features/white-labeling) for instructions.

## Notification Settings

Notification preferences are configured **per-agent** in the **Agent Detail** → **Notifications** tab. Each agent can have independent Email, SMS, Push, and App notification settings.

See [Agent Notifications](/features/agent-notifications) for details on configuring notification channels.

## Phone Settings

### Transfer Number

Set the default number for call transfers:

1. Go to **Settings** → **Phone**
2. Enter your **Transfer Number**
3. Optionally set a **Transfer Passcode**
4. Save

When an agent transfers a call, it goes to this number.

### Caller ID

Configure outbound caller ID:

* Calls show your Magpipe number
* Choose which number to display
* Verified numbers only

### Call Recording

Toggle call recording on/off:

1. Go to **Settings** → **Phone**
2. Toggle **Record Calls**
3. Save

<Note>
  Check local laws regarding call recording and consent requirements.
</Note>

### Recording Retention

Set how long recordings are kept:

| Option      | Description        |
| ----------- | ------------------ |
| **30 days** | Minimum retention  |
| **90 days** | Default            |
| **1 year**  | Extended retention |
| **Forever** | Never delete       |

## Data & Privacy

### Data Export

Download all your data:

1. Go to **Settings** → **Data**
2. Click **Export All Data**
3. Wait for export to process
4. Download ZIP file

Export includes:

* Contacts (CSV)
* Call history (CSV)
* Messages (CSV)
* Agent configurations (JSON)
* Knowledge base content (JSON)

### Data Retention

Configure automatic data cleanup:

| Data Type           | Options                   |
| ------------------- | ------------------------- |
| **Call Recordings** | 30d / 90d / 1yr / Forever |
| **Transcripts**     | Match recordings          |
| **Chat Sessions**   | 90d / 1yr / Forever       |
| **Analytics**       | 1yr / Forever             |

### GDPR Requests

Handle data subject requests:

* **Access Request**: Use Data Export
* **Deletion Request**: Delete contact + associated data
* **Portability**: Export in standard formats

## API Settings

### API Keys

Generate and manage API keys for programmatic access to the Magpipe REST API. Keys use the `mgp_` prefix and persist until revoked.

**Generating a key:**

1. Go to **Settings** → **API**
2. Click **Generate New Key**
3. Enter a descriptive name (e.g., "Production Server")
4. Copy the full key immediately — it is only shown once
5. The key appears in your keys list showing the prefix (`mgp_abc12345...`)

<Warning>
  The full API key is only displayed at creation time. If you lose it, you'll need to generate a new one.
</Warning>

**Managing keys:**

| Column        | Description                                       |
| ------------- | ------------------------------------------------- |
| **Name**      | Descriptive label you assigned                    |
| **Key**       | First 8 characters (`mgp_...`) for identification |
| **Created**   | When the key was generated                        |
| **Last Used** | When the key was last used in an API request      |
| **Actions**   | Revoke button to permanently disable the key      |

**Limits:** Maximum 10 active API keys per account.

**Using a key:** Include it as a Bearer token in the `Authorization` header:

```bash theme={null}
curl -X POST "https://api.magpipe.ai/functions/v1/list-agents" \
  -H "Authorization: Bearer mgp_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{}'
```

See [Authentication](/api-reference/authentication) for full details on API keys vs session tokens.

## Billing Settings

### Current Plan

View your subscription:

* Plan name and features
* Billing cycle
* Usage this period
* Next billing date

### Usage

Monitor your usage:

* Minutes used (voice)
* SMS sent/received
* API calls made
* Storage used

### Payment Method

Manage payment:

1. Go to **Settings** → **Billing**
2. Click **Payment Method**
3. Add or update card
4. Set as default

### Invoices

View and download invoices:

* All past invoices available
* Download PDF
* Auto-emailed monthly

### Cancel Subscription

1. Go to **Settings** → **Billing**
2. Click **Cancel Plan**
3. Select reason (optional)
4. Confirm cancellation

<Warning>
  Cancellation takes effect at end of billing period. Data is retained for 30 days after cancellation.
</Warning>

## Preferences

### Language

Select your interface language:

* English (default)
* More coming soon

### Date Format

Choose date display format:

* MM/DD/YYYY (US)
* DD/MM/YYYY (International)
* YYYY-MM-DD (ISO)

### Theme

Select UI theme:

* Light (default)
* Dark
* System (match OS)

### Keyboard Shortcuts

View and customize keyboard shortcuts. Enable/disable globally or customize specific shortcuts.

## Troubleshooting

### Settings Not Saving

1. Check internet connection
2. Refresh the page
3. Try a different browser
4. Clear browser cache

### Permission Denied

If you can't access certain settings:

* Verify your role (some settings require Admin/Owner)
* Check organization permissions
* Contact your organization Owner

### Missing Features

Some settings require specific plans:

* White labeling: All plans
* Custom domain: Contact support
* Extended retention: Pro and above

<CardGroup cols={2}>
  <Card title="Team Management" icon="users" href="/features/team-management">
    Manage team members
  </Card>

  <Card title="White Labeling" icon="palette" href="/features/white-labeling">
    Customize branding
  </Card>
</CardGroup>