#Settings Overview

Role	Access Level
Client Admin	Can edit available customer-managed settings, review managed profile identity and security facts, manage own sessions, request account exports, and submit or cancel data deletion requests
Client Manager	Can review managed profile identity and security facts, edit notifications, manage own sessions, and review summary-only tenant or project settings; Data Deletion is not shown for this role
Client Staff	Can review managed profile identity and security facts, edit notifications, manage own sessions, and view report delivery history; operational and tenant settings are not shown

#Overview

The Settings area at /settings is grouped by owner-facing categories: Operations, Compliance and privacy, Account and security, and Data and reports. It lets you review your profile and security posture, manage optional notification preferences, view report delivery history, and access available customer settings such as business hours, call limits, compliance copy, transfer settings, tenant settings, IP allowlisting, data governance, active sessions, account exports, and data deletion requests.

Each section has a server-resolved role and scope state. Some roles can edit, some can only review a summary, and sections that do not provide useful role-specific value are omitted from the shell. Plan and entitlement information is available on the separate /settings/entitlements route.

#Prerequisites

You are signed in to the AiDial portal. See Signing In for instructions.
Your current session has an active tenant and the required role for the setting you want to open.
Project-specific sections require at least one in-scope project. If your session has more than one project, choose the project before reviewing or saving that setting.

#Navigating to Settings

Select Settings from the sidebar.
Select a section in the grouped navigation. The portal keeps the selected section in the URL using ?section=...; Client Admin and Client Manager users default to Business Hours, while roles without operational settings default to Profile.
Review the availability label on the selected section:

Available now means your role can use the live workflow.
Admin managed means your role can review a summary but cannot save changes.
Sections that do not provide useful access for your role are hidden instead of opening a dead-end panel.

For project-scoped sections, select an in-scope project when prompted.
Open Plan and Entitlements from /settings/entitlements when you need plan and feature-limit information.

Navigation visibility is a convenience. If your role or organisation scope does not allow a setting, the portal blocks the request even if you open a direct link.

#Available Sections

Section	Location	Client Admin	Client Manager	Client Staff
Profile	`/settings`	Managed identity; MFA actions	Managed identity; MFA actions	Managed identity; MFA actions
Notifications	`/settings?section=notifications`	Edit	Edit	Edit
Reports	`/settings?section=reports` or `/settings/reports`	View delivery history	View delivery history	View delivery history
Business Hours	`/settings?section=business-hours`	Edit	Summary only	No section
Call Limits	`/settings?section=call-limits`	Edit	Summary only	No section
Security (IP allowlist)	`/settings?section=security`	Edit	Summary only	No section
Consent Notice (Compliance Copy)	`/settings?section=compliance-copy`	Edit	Summary only	No section
Transfer Settings	`/settings?section=transfer-settings`	Edit	Summary only	No section
Tenant Settings	`/settings?section=tenant-settings`	Edit	Summary only	No section
Data Governance	`/settings?section=data-governance`	Detail view	Summary only	No section
Active Sessions	`/settings?section=active-sessions`	Manage own sessions	Manage own sessions	Manage own sessions
Data Exports	`/settings?section=data-exports`	Request, cancel, download, and view	No section	No section
Data Deletion	`/settings?section=data-deletion`	Submit, cancel, and view	No section	No section
Plan and Entitlements	`/settings/entitlements`	Detail view	Summary only	No access

"No section" means the server does not include that section in the settings shell for the role. Direct links to hidden sections resolve to the first allowed Settings section for the signed-in role before the hidden panel can load. Legacy links using ?section=session-management still open Active Sessions and are normalised to ?section=active-sessions.

#Access, Scope, and Runtime Behaviour

The browser uses your signed-in portal session. You do not need to enter or send an API key.

Tenant settings, data governance, data deletion, IP allowlisting, and entitlements are tenant-scoped. Notifications, business hours, call limits, compliance copy, and transfer settings are project-scoped and only offer projects from the current session scope. Out-of-scope project requests are rejected server-side without exposing other project identifiers.

#Common Issues

Issue	Resolution
A settings section is missing	Your role may not have access to that section, or the server may have omitted it because it would not provide useful read-only value. Check the table above or contact your Client Administrator.
A project-scoped section asks you to choose a project	Your session has more than one in-scope project. Select the project you want to review before continuing.
A project cannot be selected	The project is not in your current session scope or is no longer active for that setting. Refresh the page and choose from the displayed list.
Changes are not saving	Ensure all required fields are completed, review validation messages, and reload if the setting changed elsewhere before you saved.
Plan and Entitlements is not in the settings tab list	It opens as a separate settings page at `/settings/entitlements`, not as a tab in the main settings shell.