Account settings control how your organization runs Satua. Most settings are admin-only, with some manager-level operational tools.
Navigate to /settings. The tabs you see depend on your role and the features included on your plan.
Team Management
Path: /settings/team
Visible to: Admins and Managers
Use this tab to invite members, update roles, approve pending users, and remove access.
Roles
| Role | What they can do |
|---|---|
| Admin | Full account configuration: team controls, email domain setup, data connections, reporting access, and billing visibility |
| Manager | Team and operational controls where permitted, including data connections and Lead Discovery |
| User | Day-to-day CRM and outreach execution |
| Viewer | Read-only dashboard access |
Data Connections
Path: /settings/data-connections
Visible to: Admins and Managers
Connect your Hunter.io account so Satua can run Lead Discovery against your own credits — no markup, no resale. Hunter is the only data provider Satua orchestrates against.
You can test, rotate, and revoke the connection from this page.
Reference guide: Hunter.io Data Connection Setup
ICP setup for live discoveries happens on the discovery detail page through ICP chat, not from a Settings tab.
Email & Domain
Path: /settings/domain
Visible to: Admins only
Verify sender domain and monitor DNS verification status for outreach readiness. When one-click DNS is available, the domain setup flow may offer an assisted registrar login; otherwise the manual DNS record copy-paste flow is always available.
For full workflow, see Email: Onboarding and Features.
AI Email Profile
Path: /settings/ai-email-profile
Visible to: Admins only (when email is enabled)
Controls AI message style, structure, and prompt tuning for one-to-one outreach drafts.
No-Call List
Path: /settings/no-call-list
Visible to: Admins only (feature-flag dependent)
Manage blocked contacts and prevent outbound calls or sends to restricted recipients where the feature is enabled.
Reports Access
Path: /settings/reports
Visible to: Admins only (when reporting flags are enabled)
Control who can view individual and team reporting surfaces. account admins always retain admin-level reporting access.
My Plan
Path: /settings/my-plan
Visible to: users with plan visibility enabled
Shows plan summary, invoice history, and billing-period totals when account plan visibility is enabled.
Lead volume metrics may be displayed operationally but are non-billable under Satua's data-controller policy.