--- title: "Navigating the Settings Menu" description: "A map of every item in the Settings menu and where to find its documentation." url: https://help.aesthetixcrm.com/en/articles/1503-navigating-the-settings-menu collection: "Settings" updated: 2026-10-05 language: en --- # Navigating the Settings Menu A map of every item in the Settings menu and where to find its documentation. The **Settings** area is the control center for your Aesthetix CRM account. Some settings — like your Business Profile, team members, custom fields, and tags — are configured and documented right here in the **Settings** collection. Others belong to a specific feature (your calendars, phone system, email, integrations, and so on), so their settings are documented alongside that feature in its own collection. Use this page as your map. Find the menu item you're looking for, see what it controls, and follow the link to the right guide. > **Tip:** You'll find the Settings menu by clicking **Settings** in the main navigation. The left menu inside Settings lists every section below. ## Account & Business

Settings menu item	What it controls	Where to learn more
Business Profile	Your business name, contact details, address, time zone, call & voicemail behavior, duplicate handling, validation, API key, support access, and SMS compliance.	Settings → Business Profile guides in this collection.
My Profile	Your personal information, password and two-factor security, notifications, availability, and personal email/calendar sync.	Settings → My Profile guides in this collection.
Billing	Your subscription, statements, and payment method.	Billing Settings in this collection.
My Staff	Adding, editing, and removing team members, and setting their roles and permissions.	Team Management guides in this collection.
Audit Logs	A record of who changed what and when in your account.	Audit Logs in this collection.
Labs	Opt in to experimental, early-access features before they roll out widely.	Toggle features on the Labs page; check the relevant feature's guide for details.

## Contact Data

Settings menu item	What it controls	Where to learn more
Custom Fields	Custom fields that capture information beyond the standard contact and record details, in every field type.	Custom Fields guides in this collection.
Custom Values	Reusable, account-wide variables and merge data used across emails, SMS, and workflows.	Custom Values guides in this collection.
Tags	Creating and managing tags, including Source and Trigger tag conventions.	Tags guides in this collection.
Manage Scoring	Contact Engagement Score rules that prioritize your most engaged contacts.	Contact Engagement Score in this collection.
Objects	Custom objects and companies that extend your CRM beyond contacts.	Custom Objects & Companies in the Contacts collection.
Import Data	Importing contacts and records into your CRM.	Import & Export in the Contacts collection.

## Features (documented in their own collections) These menu items open the settings for a specific feature. The settings live in Settings, but the feature — and its setup — is documented in its own collection.

Settings menu item	What it controls	Where to learn more
Pipelines	Opportunity pipelines and stages.	Pipelines collection.
Calendars	Calendar groups, availability, and booking settings.	Calendars collection.
Email Services	Email sending domains, deliverability, warm-up, and provider/dedicated-IP options.	Email Marketing → Email Setup & Deliverability.
Phone System	Phone numbers, registration, and call/SMS settings.	Phone collection.
WhatsApp	WhatsApp Business connection and messaging.	WhatsApp collection.
Email Signature	Your personal signature applied to emails you send.	Adding an Email Signature (Settings → My Profile) in this collection.

## Domains, Tracking & Integrations

Settings menu item	What it controls	Where to learn more
Domains & URL Redirects	Connecting domains for funnels, websites, and stores, and redirecting URLs.	Domains guides in this collection.
External Tracking	Adding analytics and ad-tracking scripts (for example, Google Analytics or ad pixels) to your sites and funnels.	Integrations collection.
Integrations	Connecting third-party apps and EMR/marketing integrations.	Integrations collection.
Private Integrations	API keys and private (custom) integrations for developers.	Integrations collection; your API key is in Business Profile (see API Key, Support Access, and Deprecated Features).

## Frequently asked questions **I changed a setting but don't see the effect — where do I look?** Most feature settings (calendars, phone, email, integrations) take effect within that feature. Use the table above to open the feature's collection for troubleshooting steps. **Why are some settings documented in other collections?** Settings that belong to a specific feature are kept with that feature's documentation so everything about it lives in one place. This page links you straight to the right guide. **Who can change account settings?** Account-level settings generally require an Admin role. See [**Roles and Permissions: Admin vs. User**](https://help.aesthetixcrm.com/en/articles/1489-roles-and-permissions-admin-vs-user.md) in this collection.