Settings
The Settings section contains account-level configuration that applies across all your Twins.
Account
Your account email address (read-only). Contact support to change.
Display Name
Your name as shown in the dashboard.
Sign Out
Log out of your dashboard session.
Billing
Credit Balance
Your current credits remaining. Credits are used for AI Twin interactions.
Usage
Credits used in the current billing period.
Next Billing Date
When your subscription renews and you’ll be charged.
Payment Methods
Manage your payment cards through Stripe. Add, update, or remove payment methods.
Subscription
Your current plan (Starter, Growth, Scale, or Enterprise). Upgrade or downgrade from this section.
Invoice History
View and download past invoices for your records.
Buy Credits
Purchase additional credits if you need more before your renewal date.
Auto-Replenish
Set up automatic credit purchases when your balance falls below a threshold. This prevents service interruption if you run out of credits.
Legal
Configure legal links for your Stripe checkout pages.
Terms of Service URL
Link to your terms of service. Displayed to users during checkout.
Privacy Policy URL
Link to your privacy policy. Displayed to users during checkout.
These links are required if you’re monetizing access to your Twin.
Team Members
Add team members to your dashboard account.
Member List
View all users with dashboard access, including their roles.
Roles
| Category | Action | Admin | Member | What it Allows |
|---|---|---|---|---|
| Team Management | Invite team members | Yes | No | Send email invitations to add new users to the organization. Creates invitation records with a role (default: MEMBER). |
| Remove team members | Yes | No | Remove existing users from the organization. Cannot remove yourself. Deletes the UserCustomer record. | |
| View team members | Yes | Yes | View list of all users and roles. MEMBER cannot see the “Actions” column in the UI. | |
| Branding & Legal | Update branding settings | Yes | No | Change meta tags (title, description) and favicon. |
| Update legal URLs | Yes | No | Set or change Terms of Service and Privacy Policy URLs shown to end users. | |
| App User Management | Add users to app | Yes | No | Manually add end users to an app/chat without self-signup. |
| Manage user access | Yes | No | Remove, restore, or approve end users. Controls who can use the chat. | |
| View app users | Yes | Yes | View list of end users. Member may also see limited data compared to admin. | |
| Customer Settings | Update customer details | Yes | No | Change customer name, slug, and organization-level settings. |
| Chat Operations | View customer’s chats | Yes | Yes | View all chats belonging to the organization. |
| Edit chat settings | Yes | Yes | Change chat name, icon, theme, colors, widget position, voice mode, translations, CORS origins. | |
| Manage chat domains | Yes | Yes | Add, verify, or delete custom domains for chat widgets. | |
| Dashboard Access | Interview (The Lab) | Yes | Yes | Complete the AI interview to define personality and behavior. |
| Knowledge Base | Yes | Yes | Upload content for the Twin. | |
| Voice | Yes | Yes | Create and manage voices for the Twin. | |
| Customize | Yes | Yes | Full access to Customize: preview, publish, and discard changes. | |
| Configuration | Yes | Yes | Can set up DNS access and monetization. | |
| Deploy | Yes | Yes | Set up and manage chat widgets and embed code. | |
| Users | Yes | Yes | Can access the page but cannot add users to the Twin or manage user access. Can only view Twin users. | |
| Analytics | Yes | Yes | Can view metrics, chats, feedback and can export chats. |
Invite Members
Add new team members by email. They’ll receive an invitation to join your dashboard.
Admin only — Only admins can invite new members.
Remove Members
Revoke a team member’s dashboard access.
Admin only — Only admins can remove members.
Email Branding
Send emails from your own domain instead of Steno’s default.
Custom Domain
Configure your domain to send authentication and notification emails with your branding.
DNS Records
Add SPF and DKIM records to your DNS for email authentication:
- SPF — Authorizes Steno to send email on your behalf
- DKIM — Cryptographic signature for email verification
Verification Status
The dashboard shows whether your email domain is verified and ready to use.
Questions? Contact support@steno.ai.