Settings

Settings is where you configure your SMVue account, manage integrations, and customize your experience.

Access Settings by clicking your profile picture → Settings.

Organization Profile

Configure your company information:

Company Details

• Organization Name — Your company name
• Industry — Select from dropdown (SaaS, Professional Services, etc.)
• Selling Motion — How you sell (Transactional, Consultative, Enterprise)
• Target Customer Size — SMB, Mid-Market, or Enterprise

Why This Matters:

• Helps SMVue tailor coaching recommendations to how you sell
• Influences cadence recommendations

To Update:

1. Go to Settings > Organization
2. Edit fields
3. Click Save

User Profile

Manage your personal account:

Profile Information

• Name
• Email address
• Profile picture
• Timezone

To Update:

1. Go to Settings > Profile
2. Edit fields
3. Click Save

Password

Change your password:

1. Go to Settings > Security
2. Click Change Password
3. Enter current password
4. Enter new password (min 8 characters)
5. Confirm new password
6. Click Update

Multi-Factor Authentication (MFA)

Enable TOTP-based 2FA on your account:

1. Go to Settings > Security
2. Click Enable MFA
3. Scan QR code with authenticator app (Google Authenticator, Authy, 1Password)
4. Enter 6-digit code to verify
5. Save backup codes (for account recovery)

Best Practice: Enable MFA for an extra layer of account security.

Integrations

Manage your CRM and calendar connections:

CRM Integration

• View connection status
• Last sync time
• Manual sync button
• Reconnect or disconnect

Available CRMs:

• HubSpot
• Salesforce
• Pipedrive

See Also:

• HubSpot Integration
• Salesforce Integration
• Pipedrive Integration

Calendar Integration

• View connection status
• Last sync time
• Reconnect or disconnect
• Add a Google Meet link to events SMVue creates

Available Calendars:

• Google Calendar
• Outlook Calendar

See Also:

• Google Calendar Integration
• Outlook Calendar Integration

Notifications

Configure email and in-app notifications:

Email Notifications

• Daily Digest — Daily summary of your team (morning email)
• Meeting Reminders — Reminder to prepare for 1:1s (1 day before)
• Action Item Reminders — Reminder for overdue action items
• Deal Alerts — Notifications when deals move or go at-risk
• Product Updates — News about new SMVue features

To Configure:

1. Go to Settings > Notifications
2. Toggle email types on/off
3. Changes save automatically

In-App Notifications

• Action items assigned to you
• Team member updates

Badge Counts:

• Show unread count
• Clear by viewing notifications
• Can disable in Settings

Session Management

View and manage active sessions:

Active Sessions

• See all devices/browsers logged into your account
• View last active time and IP address
• Revoke individual sessions

To Revoke Session:

1. Go to Settings > Security > Sessions
2. Find session to revoke
3. Click Revoke
4. Confirm

Use Case: Revoke sessions from old devices or suspicious activity.

Team Settings (Admin/Owner Only)

Member Management

• View all organization members
• Invite new members
• Change seat types
• Remove members
• View pending invitations

To Invite Member:

1. Go to Settings > Team
2. Click Invite Member
3. Enter email
4. Select seat type (Manager, Executive, Rep)
5. Assign manager (for Reps)
6. Send invitation

To Change Seat Type:

1. Go to Settings > Team
2. Find member
3. Click Change Seat Type
4. Select new type (billing only changes for paid Manager seats; Rep and Executive seats are free)
5. Confirm

To Remove Member:

1. Go to Settings > Team
2. Find member
3. Click Remove
4. Confirm (cannot undo)

What Happens When Removed:

• User loses access immediately
• Historical data preserved
• Seat freed up for new user
• Email can be reused for different user

Transfer Ownership

Owner can transfer ownership to another admin:

1. Go to Settings > Organization
2. Click Transfer Ownership
3. Select new owner
4. Confirm transfer
5. You become Admin (lose Owner privileges)

Cannot Undo: Contact support if transferred by mistake.

Data & Privacy

Export Your Data

To request a copy of your organization's data, contact support@smvue.com.

Delete Your Data

Permanently delete your organization and all data:

1. Go to Settings > Data & Privacy
2. Click Delete Organization
3. Type organization name to confirm
4. Click Permanently Delete

Warning: Cannot undo. All data deleted permanently.

Alternative: Archive team members instead of deleting org.

Troubleshooting

Cannot save settings

Issue: Settings changes not persisting

Solutions:

• Check internet connection
• Verify you have admin/owner permissions
• Try different browser
• Clear browser cache
• Contact support if issue persists

MFA not working

Issue: 6-digit code not accepted

Solutions:

• Ensure time is synced on your device (TOTP requires accurate time)
• Try next code (codes refresh every 30 seconds)
• Use backup code if locked out
• Contact support to disable MFA if truly locked out

Related Documentation

• Team Management — Manage team members
• Billing — Manage subscription
• Integrations — Detailed integration guides

Need Help?

Questions about settings? Contact support@smvue.com