[Reading time: 3 minutes]
Overview
The Client account settings in the Maker allow you to manage global parameters for the client account.
Access is via the User capsule in the Maker by clicking on Client account settings.
The settings are organized into several tabs:
- Account settings
- Data retention
- SMS settings
- SSO connectors
- Deletion history
- Limits
- Security
- Domain names
- Email address domains
- Allowed user domain names
- Webhooks
- Settings
- History
- Documentation
- Webhook rights
1. Account Settings
In this tab, administrators can manage:
- Country and language: Default language and country for the account. These can also be set in My Account, which overrides client account settings.
- Playlist: Select a pre-configured playlist from the Playlists tab in the Maker to play during a call distribution to user before the user answers. If a playlist is configured in the queue or smart routing, it overrides the one specified in the client account.
- Time zone: Can also be configured in My Account and will override the client account setting if different.
- Logo: Appears in the Maker and Banner. If removed, the default INO cx logo is displayed. Logo requirements:
- Size: < 2MB
- Formats: .png, .jpeg, .jpg, .gif
- File name may only contain letters, numbers, spaces, and special characters ‘_.\-():
- Password expiration: Yes/No. Enable and set the number of days before users must change their password.
- Supervision: Option to enable or disable supervision for all users. They need to have the necessary rights in their active profile too.
- Head of line (default number): Number displayed during outgoing calls. Used for advisors without a specified head of line. If none is configured anywhere, calls are anonymous. Head of line set in a queue overrides this default.
- Original number presentation: Yes/No to show the original caller number during transfers. If No, the head of line number is displayed.
- National trunk: Allows calls to be routed outside INO infrastructure. Region code (+33, +44, etc.) is configurable.
2. Data Retention
Set retention periods for:
- Recordings
- Voice mailbox
- Personal voicemail
- IVR recorder
Retention can be unlimited or by days (1–365).
Note: recordings sent to a repository connector are not deleted from the repository connector, even if an expiration is configured here, as they are stored outside INO cx.
3. SMS Settings
For clients using an external SMS provider:
- SMS Provider URL
- Authentication: Yes/No. If Yes, enter login and password.
4. SSO Connectors
Redirects directly to the SSO connectors module in the Maker.
5. Deletion History
View deleted items over the past three months using the search and date filters. Columns include:
- Deletion date (date and time)
- User (who deleted it: user name or System)
- Entity (source of deletion)
- Number of items deleted
6. Limits
Displays client account limits. You can request a limit increase here. Refer to the dedicated article for detailed information.
7. Security
Three sub-tabs:
Domain Names
Used exclusively for chat modules.
Email Address Domains
- Create domains for mailboxes.
- Can only be added by INO cx teams.
- Clients can view and delete existing domains.
- Clicking a domain shows:
- Users who blacklisted the domain or an email address from this domain
- Source of blacklist/unsubscribe (manual or automatic)
Allowed User Domain Name
Defines which domain names can be used when creating a new user.
8. Webhooks
Four sub-tabs:
Settings
Configure webhook integration and test the connection:
- Enable integration
- Set URL
- Authentication: Yes/No
History
View webhook events over the last three months with search and date filters. Columns:
- Date
- Webhook trigger
- URL
- Authentication
- HTTP response code
Actions: Enter, Expand, Retry
Documentation
Full documentation of webhook integration.
Webhook rights
Configure which events trigger webhooks. Available modules:
- Users
- Payment
- Interaction
- Voice campaign
- CRM
- Entry points
- Document center
- SMS campaign
- Cases
- Toolbox
- WhatsApp campaigns
- Exports