For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/settings/index.md.
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      • Settings

      Settings holds everything that applies to the whole workspace: account details, team roles, domains, tracking and the accounts behind each messaging channel. These are settings that apply workspace-wide, not to one funnel or one contact.

      Before you start

      • Role: most Settings actions (account, domains, team) require Owner or Admin. Write actions on lists, segments and exports are blocked for restricted-scope roles — Guest, and Attendant without the Coordinator subrole.
      • Plan: reaching Settings does not depend on your plan; some features inside it have per-plan quotas.

      What lives here

      • Roles and permissions — who is an admin, coordinator, attendant or guest, and what each can do. See workspaces and invites.
      • Email domains — authenticate a domain of your own to send messages. See email domain.
      • Tracking — the events Clickmax fires on pages, forms and checkout.
      • Messaging accounts — the connected channels (WhatsApp, Telegram, Instagram, email). See Messaging.
      • Dashboard and reports — how the account is doing at a glance. See dashboard and reports.

      If an action looks blocked, the reason is in "You do not have permission to perform this action".

      If it didn't work

      • An action looks blocked for your role: see no permission.
      • You are not sure which role to give a colleague: compare what each can reach in workspaces and invites.
      • You hit an account limit (contacts, upload): see the limits and the error codes (Portuguese).