The Business Settings panel is the control room for your White-Label SaaS. Manage global branding, billing, and telephony for all clients.
1. Business Profile & Branding
- White-Labeling: Upload your logo, favicon, and brand colours. This masks Myra across the entire platform.
- Dark Mode: Support for dark-mode specific logos.
- Support Links: Point "Help" and "Support" buttons to your own knowledge base.
2. Default Workspace Snapshots
Consistency is key to scaling. Define a Default Snapshot that includes:
- Sales Pipelines: Pre-configured stages (e.g., Lead → Qualified → Won).
- Custom Fields: Industry-specific data points.
- Automations: Pre-built workflows and webhook actions. When you add a new client, Myra clones your snapshot into their workspace instantly.
3. Telephony & Wallet
Manage the Myra Wallet for your entire business.
- Telephony Billing: Set per-business cost overrides and markup multipliers for SMS and Calls.
- Auto-Recharge: Configure a minimum balance (e.g., $20) and a top-up amount ($10 default) to prevent service interruption.
- Rate Protection: The platform includes rate-protected telephony billing to ensure your margins are safe.
4. Business Team & Permissions
- View as User: Admins can use the "View as" picker in the top-right to preview the app with a specific user's permissions.
- Account Manager: Assign staff to specific clients without giving them access to business-level billing.
- Management: Delete or suspend team members across the business from the central Manage page.
5. SaaS Admin View
For platform owners, the SaaS Admin view allows:
- Plan Overrides: Manually adjust a business's plan (comp_plan_id).
- Discounts: Apply recurring Stripe coupons for specific businesses.
- Audit Logs: Track who changed branding or which staff member logged into a client account.
6. Reporting Scope
Call analytics respect your current workspace. If you are viewing a specific client, reporting only shows calls for that client. In business view, reporting is limited to that business's clients.
Best Practices
- Standardize: Use 2-3 core snapshots rather than custom-building for every client.
- Monitor Wallet: Ensure auto-recharge is enabled for high-volume businesses to avoid outbound call/SMS suspension.
- Multi-Tenant Isolation: Rest assured that client data is strictly isolated per business; there is no cross-business leakage.
FAQs
Can I hide features? Yes. Toggle modules like "Proposals" or "AI Workforce" at the plan level or per-client.
Is there a limit on clients? Scale plans allow up to 50 clients and unlimited users.