> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# General Settings

Learn how to configure and customize your ContactSwing environment. This guide shows you how to manage general settings effectively.

<Steps>
  <Step title="Log in to the dashboard">
    Log in and go to the **Settings** tab.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set1.jpg" alt="Settings Dashboard" />
  </Step>

  <Step title="Update personal information">
    Edit your profile details:

    * First name
    * Last name
    * Language
    * Address
    * Email
    * Phone number

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set10.jpg" alt="Personal Info" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/personal.jpg" alt="Personal Details" />
  </Step>

  <Step title="Update login credentials">
    Change your account password as needed.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/login.jpg" alt="Login" />
  </Step>

  <Step title="Manage users and profiles">
    Go to **Users and Controls** to add or edit users and assign profiles.

    #### Team

    * View all users with their name, email, and profile
    * Edit or delete users
    * Add a new user by providing:
      * First name
      * Last name
      * Email
      * Password
      * Phone number
      * Assigned profile

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set9.jpg" alt="Add User" />

    #### Roles & permissions

    * View all profiles and their descriptions
    * Create new profiles by specifying:
      * Profile name
      * Description
      * Permissions for features (Knowledge Base, Calls, Actions, Customers, Emails, Orders, API Setup, workflows, campaigns, data uploads, etc.)

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set8.jpg" alt="Profiles" />
  </Step>

  <Step title="Create a user">
    To add a new user:

    * Enter their details and assign a profile
    * Refer to the **Profiles** section to define and assign profiles

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set2.jpg" alt="Create User" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set4.jpg" alt="Assign Profile" />
  </Step>

  <Step title="Create user profiles">
    To create a new profile:

    * Enter profile name and description
    * Assign permissions for features (Knowledge Base, Calls, Actions, Customers, Emails, Orders, API Setup, workflows, campaigns, data uploads, etc.)

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set5.jpg" alt="Profile Details" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/set6.jpg" alt="Profile Permissions" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/dev.jpg" alt="Profile Example" />
  </Step>

  <Step title="Manage billing">
    In the **Billing** section, review and update your subscription plans and monitor usage.

    * Upgrade your subscription for annual savings

    #### Your current subscription

    * Free Plan (Free Trial)
    * Active until Oct 15, 2024 (you'll get a notification before expiration)

    #### Usage

    * Assistants: 9 of 6 used
    * Knowledge Bases: 2 of 6 used
    * Emails: 0 of 0 used
    * Actions: 4 of 6 used
    * Users: 1 of 5 used
    * Minutes: 0 of 0 used

    #### Pricing plans

    * Starter: \$25/mo
    * Individual: \$190/mo
    * Team: \$350/mo
    * Business: \$690/mo

    Choose monthly or annual payment options to fit your needs.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/plan.jpg" alt="Plan" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/bill1.jpg" alt="Billing 1" />

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/bill2.jpg" alt="Billing 2" />
  </Step>
</Steps>