The Settings page has a user-friendly and segmented interface with a navigation panel on the left that allows Admins to quickly access each section.  It's important to note all users have access to "My Settings" and only admins have access to "My Agency" and "Billing."

My Settings - All saved user settings are accessible here:

  • Synced Emails & Calendars

  • Signature

  • Email Templates, Form Templates

  • Email Automation

  • Phone

  • Email Read Receipts

  • Voice Templates, SMS Templates

  • Profile Picture

My Agency - Admins can update agency-wide settings that impact all users here.

  • Users

  • Teams

  • Customize

  • Integrations

  • Do Not Call Lists

  • GDPR

  • Custom Imports

  • Loxo Email Domains

  • Agency Information

  • Customize Workflow

Billing - Admins can update and manage billing here.

  • Payment Methods

  • Receipts

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