Settings

How to use this page

1. 1

   Open Settings

   Choose Settings from the profile menu at the bottom of the left sidebar, or open Settings in the sidebar navigation.

2. 2

   Review the available destinations

   Your account holds Profile and appearance and Notifications. Selected client holds tools for the client chosen in the sidebar switcher, so check that client before opening one. Employees and clients see Meeting settings there, and eligible employees also see Automations. Internal SDRs see Meeting Settings, Email Accounts, Email Templates, Calendar, Phone and My client signature. The screenshot shows an earlier non-SDR employee layout.

3. 3

   Open Profile and appearance

   Choose Profile and appearance to update your name and color theme. Secure email codes handle sign-in, so there is no password to change.

4. 4

   Open Notifications

   Choose Notifications to manage individual update types and their delivery channels. Use Back to Settings there to return to this hub.

5. 5

   Open Meeting settings

   Choose Meeting settings to manage meeting owners, prospect reminders and post-meeting outcome emails for the selected client.

6. 6

   Open Automations (employees)

   When Automations is available to your role, open it to build, test, activate and audit selected-client workflows. Internal SDRs and client users do not see this card.

7. 7

   Log in as a client (employees)

   Open the profile menu at the bottom of the left sidebar and choose Login as client. Search for the client, then pick it. SalesHive opens that client's view. Use the back arrow or Escape to return to the profile menu. Client accounts do not see this option, and it is hidden while you are already logged in as someone else.

8. 8

   Find meeting-owner details as an internal SDR

   Choose Meeting Settings to view the selected client's active meeting owners, contact details and scheduling links. Copy available email addresses, phone numbers or scheduling links, or open a scheduling link in a new tab. View calendar links and booking instructions opens Calendar. Ask your manager or strategist to update incorrect details.

9. 9

   Find mailbox details as an internal SDR

   Choose Email Accounts to view active Primary or SDR mailboxes available to you for the selected client. Review sender details and connection status, copy an email address or sender phone, or choose View my client signature. Mailbox connections, sender edits and automation settings are unavailable in this read-only view.

10. 10

    Review Email Templates as an internal SDR

    Choose Email Templates to review the selected client's saved inbox, disposition and campaign templates. The SDR view is read-only; template editing and test sends are unavailable.

11. 11

    Open Calendar or Phone as an internal SDR

    Choose Calendar to find calendar links and the selected client's booking instructions outside a dial session. Choose Phone to view the selected client's phone numbers and manage voicemail greetings. Both are also in the Settings sidebar and keep their existing permissions.

12. 12

    Open your client signature as an SDR

    Choose My client signature to preview the selected client's default signature for your eligible sending account and copy it into the assigned Gmail mailbox. The preview is view-only; it does not edit the saved signature or send email.

What the buttons do

Profile and appearance

Under Your account. Opens General Settings for your name and color theme; labeled General in the sidebar.

Notifications

Under Your account. Opens notification preferences.

Meeting settings

Under Selected client. Opens meeting owners, prospect reminders and post-meeting outcome emails. Internal SDRs see a read-only Meeting Settings directory instead.

Automations

Under Selected client. Opens selected-client workflows for eligible employees. Hidden for internal SDRs and client users.

Email Accounts

Internal SDRs only. Opens read-only sender and connection details for available client mailboxes.

Email Templates

Internal SDRs only. Opens the selected client's saved templates for read-only review.

Calendar

Internal SDRs only. Opens calendar links and booking instructions.

Phone

Internal SDRs only. Opens the selected client's phone numbers and voicemail greetings, subject to existing access.

My client signature

Internal SDRs only. Opens the selected-client signature preview and copy controls.

Login as client (profile menu)

Employees only. Opens a searchable client list; picking a client opens SalesHive in that client's view.

Common questions