One place to manage the workspace
Settings is where your team manages access, connects Telegram for mobile capture, and keeps credits ready for scanning and AI analysis.
What lives here
Team access
Decide who manages the workspace and who works the leads.
Telegram connection
Turn on mobile lead capture for the team and link user accounts.
Billing and credits
Keep the team ready for the next event, campaign, or field visit.
Team roles
OwnerManages billing, workspace setup, team access, and can see all contacts.
AdminHelps manage CRM data and workspace operations, and can see all contacts.
MemberCaptures leads and works only on contacts they own or that an owner/admin assigns to them.
Contact sharing is controlled through owner and assignee fields. Owners and admins can assign or share contacts with members, while members cannot reassign ownership or share contacts onward.
Next stops
Use Telegram Bot for mobile capture and Billing & Credits to keep the team ready.