Administration
Owners and Admins use Settings to configure Qonvera. The navigation groups related tasks so General, Workspaces, Team, Services, Pipelines, Channels, Templates, Automation, Notifications, Billing, Audit, and Developers remain easy to find while scrolling.
Subscription and usage
Section titled “Subscription and usage”Open Settings → Billing to view:
- plan and billing status;
- renewal or trial dates;
- workspace and user allowance;
- monthly captured-lead usage;
- pipeline, connected-channel, and intake-source usage;
- operational-history retention;
- a link to manage the subscription when supported by the billing provider.
Essentials and Growth use published limits. Custom plans use the limits agreed in the customer contract and stored against the customer account, not against an individual user.
When a limit is reached, Qonvera blocks the relevant new resource without deleting existing data. Contact the account Owner or Qonvera to change the subscription or a Custom allowance.
Audit and notifications
Section titled “Audit and notifications”Use Settings → Audit to review sensitive configuration and operational decisions. Use Settings → Notifications to control overdue reminders and the daily summary of today’s tasks.
Audit records are evidence: they should not be edited to change historical actions.