How to manage account settings in Aloware

Account settings are the company-wide settings in Aloware Admin. The changes apply across the whole company, so only admins can open them.

When a user whose role has no access to Account, such as a Supervisor, opens an Account settings link, Aloware takes them to Reports instead. This article shows how the settings are organized and what each section controls, with a link to the detailed article for each one.

To open account settings, click Account in the left sidebar of Aloware Admin. The sections sit in a grouped list on the left of the page:

To jump straight to a setting, type its name or a keyword in Search settings above the list. Long sections list their settings in an On this page column on the right. On a phone, the list becomes one section picker under the search.

Every list in Account (dispositions, lead sources, scripts, SMS templates, custom fields, calendar services and exports) works the same way: search the list, click a name to open it, and use the ⋯ menu on a row for its actions. Delete is the last action in that menu and asks you to confirm.

A switch or a drop-down saves as soon as you change it, and a text field saves 2 seconds after you stop typing or when you leave the field. The page header shows Saving…, then Saved, or Not saved in red when a change did not save.

Each user picks a System, Light or Dark theme in the profile menu. The default is System, so Aloware follows the computer's light or dark setting until the user picks another theme.

The General section holds the account name, country and time zone, how times show in the inbox, long text messages, broadcast hours and whether triggers can move contacts between sequences.

Billing shows the plan and balance with Manage payment methods and Manage subscription, then Add credits and Auto recharge, then the rates.

Usage charts usage by item and by day for the date range you pick, with a cost breakdown table below the charts.

International pricing shows the rates for one country at a time. When prices for a country can't be loaded, the page asks you to try again in a few minutes.

Messaging compliance holds the business registration, A2P brand, A2P campaigns and unregistered lines that carriers require before your lines can send business texts. Calling compliance holds the business registration, Voice Integrity and Branded caller ID.

Both pages share one business registration, so submitting it on either page updates both. For the calling steps, see Understanding Voice Integrity and Branded Calling.

Calling controls outbound calls, inbound calls, what happens during calls, recordings, wrap-up after each call and agent availability.

Power Dialer sets the default line, calling hours, tasks, redials, triggers and saved sessions for Power Dialer.

Voice Analytics turns call transcription on or off with Transcribe calls, sets the Minimum talk time a call needs before it is transcribed, and sets which Users it covers.

RCS holds your RCS registration, with what it costs, what it needs and its status. SMS templates lists your saved text templates.

To apply for a short code, see Applying for short codes in Aloware.

Rules and defaults controls calling hours, TCPA and blocked-contact rules, how contacts are sorted and assigned, email copies of appointments and leads, imports, text reminders for appointments and SMS keywords.

Custom fields adds your own fields to every contact record. Click Add field, then enter a name, a key (lowercase letters, numbers and underscores only), a type and an optional description. The field then shows in the list and in each contact's About This Contact section.

Dispositions label the outcome of your work with a contact:

Lead sources lists the sources you use to track where contacts come from, for reporting on acquisition channels.

Scripts holds reusable call or message scripts for your team. Click Add script, give the script a clear name, and add its text and any variables.

Calendar services lists your calendar services. Click Add service to add one.

Reporting sets the dashboard's default period, the call lengths that count as qualified calls, the daily activity report email, and which roles get each report and notification.

Exports lists the files exported from your account, such as communications, import logs and Power Dialer list items, with each export's status and who requested it. When an export shows Ready, you can download it from this page.

Each inbox has its own settings, set on the inbox rather than in Account. See Getting started with inbox settings.