#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 opening hours, call limits, compliance copy, transfer settings, tenant settings, IP allowlisting, active sessions, account exports, and data deletion requests. Data Governance is a partner-managed retention surface and is not shown in the client Settings shell for any client role.
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 users default to Opening hours. The visible Client Admin menu shows Opening hours, Notifications, and Reports; the other editable sections (such as Call handling, Transfers, Tenant Settings, Security, Secondary Use, Active Sessions, Data Exports, and Data Deletion) are deep-link only — open them with their?section=...link. - 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/entitlementswhen 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 |
| Opening hours | /settings?section=business-hours | Edit | Summary only | No section |
| Call Limits | /settings?section=call-limits | Edit (deep link only) | Summary only | No section |
| Security (IP allowlist) | /settings?section=security | Edit (deep link only) | Summary only | No section |
| Consent Notice (Compliance Copy) | /settings?section=compliance-copy | Edit (deep link only) | Summary only | No section |
| Secondary Use | /settings?section=secondary-use | Edit (deep link only) | Summary only | No section |
| Transfer Settings | /settings?section=transfer-settings | Edit (deep link only) | Summary only | No section |
| Tenant Settings | /settings?section=tenant-settings | Edit (deep link only) | Summary only | No section |
| Data Governance | /settings?section=data-governance | No section | No section | No section |
| Active Sessions | /settings?section=active-sessions | Manage own sessions (deep link only) | Manage own sessions | Manage own sessions |
| Data Exports | /settings?section=data-exports | Request, cancel, download, and view (deep link only) | No section | No section |
| Data Deletion | /settings?section=data-deletion | Submit, cancel, and view (deep link only) | 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, so a direct link to it normalises to the first allowed Settings section for the signed-in role before the panel can load. "Edit (deep link only)" (and "Manage own sessions (deep link only)" / "...(deep link only)") means the section is intentionally kept out of the visible Client Admin Settings sidebar, but it is still served for the role, so its direct link resolves straight to the editable panel under the existing role and project rules. When you open one of these deep-link-only sections, the Settings rail keeps showing the three visible tabs (Opening hours, Notifications, Reports) and adds a small "Viewing: <Section>" caption above them so you can see which hidden section is open. 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 deletion, IP allowlisting, and entitlements are tenant-scoped. Notifications, reports, opening 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. |