Admin Docs

Settings and Sections

Learn the main settings sections in Coroov and how billing, access, and operational settings should be managed safely.

Coroov settingssettings sectionsbilling settingsworkspace admin

Overview

Settings control the workspace behaviors that affect billing, team access, and operational execution. Clear ownership of settings helps teams avoid accidental disruptions.

Settings changes can affect campaigns, flows, and billing.
Admin documentation reduces operational risk.
Prospects often evaluate settings and controls before rollout.

Common Actions

What teams usually do in this area

Review billing preferences
Update team access and roles
Audit workspace configuration
Prepare settings for onboarding
Document admin changes

How to Create

1

Assign settings owners

Decide who owns billing, access, and workspace settings.

2

Review sections with a checklist

Use a repeatable checklist for onboarding and major updates.

3

Document approval rules

Record which settings changes require review before applying.

How to Connect

1

Connect settings to team roles

Match access and permissions to campaign, flow, and reporting responsibilities.

2

Connect billing settings to plan choices

Use pricing docs and BYOA billing docs for billing decisions.

3

Connect reviews to admin cadence

Recheck settings before major launches and during regular admin reviews.

Typical Settings Areas

Billing and pricing preferences.
Members, roles, and access.
Workspace and operational configuration.
Ownership and business controls.

Settings Governance

Limit admin access to the people who need it.
Review major changes before high-volume launches.
Document rollback steps for critical settings.

FAQ

Quick answers to common questions about settings.

Which settings should I review first?

Start with billing, team access, and operational settings that affect campaigns and flows.

Should everyone have settings access?

No. Restrict settings access to the roles that need it.

How often should settings be reviewed?

Review during onboarding, before major launches, and on a regular admin cadence.

Where should BYOA billing decisions be documented?

Document them in your onboarding/ops guide and link the BYOA billing and plans docs page.

Related Docs

Continue with the next topics teams usually read together.

Billing

BYOA Billing and Plans

Understand Coroov BYOA-only billing, current plan tiers, and what Coroov bills vs AWS SES.

Execution

Campaigns and Actions

Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.

Execution

Flows and Actions

Build automation flows and configure actions like delays, branches, and follow-ups for repeatable lifecycle journeys.