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Understanding the Settings Page

Learn how to manage your company details, users, and integrations in GlassHouse Settings.

💡 What It Is

The Settings Page is where you manage your company’s core account information, contact rules, and integrations.
This is typically the first place your team or admin visits to verify that your company name, contact details, and communication preferences are set up correctly.

 

🎯 Why You Want to Use It

The Settings page ensures:

  • Your business information appears correctly in messages and campaigns.

  • All communication limits and compliance rules match your account type.

  • Add Users

  • Your team and integrations are properly configured before launching outreach.

💡 Pro Tip: Keep your company name, website, and logo consistent here — it determines how your brand appears to prospects and leads in messages.

⚙️ Page Overview

When you select Settings from the left-hand menu, you’ll see three tabs at the top:

Tab Purpose
Company Details Manage your business information, contact settings, and communication limits.
Manage Users Add, remove, or adjust permissions for team members.
Integrations Connect GlassHouse with other platforms (e.g., HubSpot, Twilio, Instantly, or Telnyx).
 

GlassHouse Settings

🏢 Company Details

This tab controls your organization’s basic profile information:

Field Description
Company Name The name displayed on your account and in your message signatures.
Company Type The type of service your business provides (e.g., Window Cleaning, Lawn Care).
Company Address Used for compliance and location-based features.
Company Website Appears in links or branding within messages.
Phone Number Your primary business contact number.
Upload Logo Upload your company logo for branding consistency.
Reveal Settings Adjust search visibility and contact lookup preferences.
SMS Contact Limitation Once Sets how often a lead can receive messages (e.g., per month).
Email Contact Limitation Once Controls email frequency (e.g., per day).

💡 Pro Tip:
GlassHouse automatically enforces these contact limitations to stay compliant with 10DLC and general outreach best practices.

👥 Manage Users

Under this tab, you can:

  • Add new users with email-based invites.

  • Adjust permissions (e.g., admin vs. standard access).

  • Deactive users to keep your team list current.

Add Users

💡 Pro Tip: Only account admins can manage users. Always verify user roles after onboarding to ensure proper access.

🔗 Integrations

Here’s where you connect GlassHouse with other tools your team uses:

Integration Type Purpose
FieldRoutes, GorillaDesk, Quickbooks, ServiceTitan, Jobber, Workiz Sync contacts and leads, between GlassHouse and your CRM
Chiirp, Hatch, Textla SMS Integrations
Instantly Email 

Integrations-1
💡 Pro Tip: Each integration may require credentials or an API key. If you’re not sure what to enter, check with your onboarding specialist.

🙋‍♀️ FAQs

Question Answer
Can I update my logo or contact info later? Yes — all fields are editable at any time.
What happens if I change my company name? It updates across your outbound messages and system profile. This name must be consistent with your SMS Registration.
Do SMS limits reset automatically? Yes — they reset based on your selected frequency (monthly or daily).
Who can manage users or integrations? Only users with Admin permissions.
What if my integration disconnects? Revisit the Integrations tab and reauthorize access using your credentials.

🧠 Pro Tips

  • Review this page during onboarding to ensure accuracy before launching campaigns.

  • Keep your business address and phone number consistent for compliance.

  • Only authorized admins should adjust integrations or contact limitations.

  • Update your logo before your first outreach to keep branding aligned across messages.