Settings

Settings are organized by section with role-based access.

General (Supervisors Only)

• Workspace Name: Display name for your workspace
• Minimum Duration: Shortest call length to evaluate (in seconds). Filters out accidental dials.
• Quality Thresholds: Score ranges for Pass, Review, and Fail statuses
• Auto Evaluate: Toggle automatic evaluation on/off. Turn off during testing or setup.

Instructions (Supervisors Only)

Provide business context for evaluations. Single text area, auto-saves. See Writing Effective Instructions.

Profile (All Users)

• Avatar: Upload a profile picture
• Name: Update your display name
• Password: Change your password (requires current password)
• Email (Admins only): Update your email address
• Delete Account: Permanently remove your account

Team (Supervisors Only)

Manage workspace members: add, edit, remove, and handle invitations. See Managing Your Team.

Users (Admins Only)

System-wide user management — view all users, create admin invitations, and manage system-level users.

Role Access