Settings to review
- Organization name and branding.
- Currency and billing preferences.
- Language defaults.
- Channel limits and add-ons.
- Notification and security settings.
Billing hygiene
Review invoices, usage, and plan limits before major campaigns. This prevents surprise pauses during high-volume activity.
Change control
Only admins should change billing, currency, and core organization settings. Record major changes in an internal note.
Detailed Operating Playbook
Primary owner: Organization admin and finance owner.
Team workflow
- Review organization settings before campaign peaks.
- Check language, channel, and billing preferences together.
- Avoid changing currency or billing defaults during active reporting periods.
- Document major setting changes for the team.
Success signals
- Settings match the active organization.
- Billing and usage expectations are clear before high volume.
- Support can explain what changed and when.
When to review or escalate
Review this workflow when channels, policies, or workload change. Escalate to a manager when numbers look inconsistent or the same issue repeats more than once in the same day.