Where to find each setting
Settings are grouped into Personal, Communications, CRM configuration and Workspace. Everyone sees their personal settings; most workspace settings are for admins only.
Open Settings at the bottom of the left sidebar.
| Group | Section | Who sees it | What you do there |
|---|---|---|---|
| Personal | Profile | Everyone | Photo, name, timezone |
| Personal | Account & security | Everyone | Sign-in email, password, delete your account |
| Personal | Notifications | Everyone | Push notifications on this device |
| Personal | Appearance | Everyone | Light or dark theme |
| Communications | Voicemail | Everyone | Record voicemail drops |
| Communications | Phone numbers | Admins | Buy, name, assign and release numbers; texting registration |
| CRM configuration | Fields | Admins | Custom fields |
| CRM configuration | Lead routing | Admins | Owner, starting stage and follow-up for new leads |
| CRM configuration | Automations | Admins | Follow-up sequences |
| CRM configuration | Web forms | Admins | Your public lead form |
| Workspace | General | Admins | Workspace name |
| Workspace | Team & permissions | Admins | Opens the Team page |
| Workspace | Activity log | Admins | A record of changes in the workspace |
| Workspace | Billing | Admins | Plan, calling balance and text usage |
If you open an admin-only section without admin access, Pipelio shows your profile instead and tells you an admin manages that section.
Connected email appears in Settings but is not available yet. It shows "Coming soon". Pipelio does not send email from your own inbox today.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.