# Settings

> Where admins manage the team, credits, phone numbers, the channels the Coordinator sends on, data sources and webhooks.

**Find it in:** Settings (bottom of the menu)

*From the Facilio Work Coordination Guide — https://facilio.com/help/work-coordination-guide/settings/*

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## Find your way around Settings

Click **Settings** at the bottom of the menu. The menu switches to the Settings list. Click **‹ Settings** at the top to go back to where you were.

| Section | Pages |
| --- | --- |
| **General** | Profile, Users, Credit Usage |
| **Telephony** | Phone Numbers, Network Info |
| **Channels** | Voice, Whatsapp, Email |
| **Integrations** | Data Sources, Webhooks |

## Your profile

Your own name, phone number, photo and language.

![Your Profile: Name, Email Address, Phone Number and Language.](https://facilio.com/help/work-coordination-guide/screens/settings-profile.webp)
*Fig. 1 — **Your Profile**: **Name**, **Email Address**, **Phone Number** and **Language**.*

### How to update your profile

1. Open **Settings**. You land on **Your Profile**.
2. To add a photo, click the picture in the banner and choose an image (under 5 MB).
3. Change your **Name**, **Phone Number** or **Language**. **Reset** and **Save** buttons appear as soon as something changes.
4. Click `Save`.

## Your team

Invite teammates and see who has joined.

![Everyone on your team, with their Status (Accepted or Invited) and Last Login.](https://facilio.com/help/work-coordination-guide/screens/settings-users.webp)
*Fig. 2 — Everyone on your team, with their **Status** (**Accepted** or **Invited**) and **Last Login**.*

### How to invite a teammate

1. Go to **Settings › Users** and click `Invite User`.
2. Type your teammate's work email under **Email**.
3. Click `Send Invite`, or press Enter. They appear in the list as **Invited** until they accept.

### How to remove a teammate

1. On **Settings › Users**, hover over the person's row. A delete icon appears at the end of the row.
2. Click the delete icon, then confirm with `Delete`.

## Credits

Work Coordination runs on AI credits. Calls, chats and emails with vendors all use them.

![Credits Remaining, how many are Used by Work Coordination, and a log of every conversation with what it cost.](https://facilio.com/help/work-coordination-guide/screens/settings-credit-usage.webp)
*Fig. 3 — **Credits Remaining**, how many are **Used by Work Coordination**, and a log of every conversation with what it cost.*

### How to check your credit usage

1. Go to **Settings › Credit Usage**.
2. **Credits Remaining** shows your balance, and **Used by Work Coordination** shows what Work Coordination has used.
3. Under **Logs**, each row is one conversation: its **Date**, **Call ID**, **Channel**, **Caller** and the **Credits Used**.
4. Click the period chip next to **Logs** to change the range.
5. Click a row to open that conversation in the [Inbox](https://facilio.com/help/work-coordination-guide/inbox/).
6. Need more credits? Click `Contact Sales`.

## Phone numbers

The numbers the Coordinator calls from.

![Each number with its country, Local or Toll Free, and whether it makes Inbound and Outbound calls.](https://facilio.com/help/work-coordination-guide/screens/settings-phone-numbers.webp)
*Fig. 4 — Each number with its country, **Local** or **Toll Free**, and whether it makes **Inbound** and **Outbound** calls.*

### How to buy a phone number

1. Go to **Settings › Phone Numbers** and click `Buy New Number`.
2. Choose **Local** or **Toll Free**. For a local number, type a **Preferred area code** to narrow the list.
3. Click the number you want.
4. Click `Buy`, check the details, then click `Confirm Purchase`. The new number appears on the page, marked **Purchased**.

### How to release a phone number

1. On **Settings › Phone Numbers**, open the **⋯** menu on the number's card and choose `Release`.
2. Click `Release Number` to confirm. Billing stops and the number disappears from the page.

## Network info

If calls go through your own phone system (SIP), your IT team needs to allow Facilio's IP addresses through your firewall. **Settings › Network Info** lists them by region.

## Channels the Coordinator sends on

The Coordinator sends jobs and chases vendors on the channels you connect here. Your [Coordinator rules](https://facilio.com/help/work-coordination-guide/coordinator/#channels) name which channel to use at each stage.

### Voice

A voice channel links a name to one of your phone numbers, so you can tell your lines apart.

![Coordinator line: the number the Coordinator calls vendors from.](https://facilio.com/help/work-coordination-guide/screens/settings-voice.webp)
*Fig. 5 — **Coordinator line**: the number the Coordinator calls vendors from.*

1. To add one, go to **Settings › Voice** and click `Add Voice Channel`.
2. Enter a **Name**, choose a **Phone Number**, and click `Save`.
3. To delete one, open the **⋯** menu on its card and choose `Delete`. The phone number stays in **Phone Numbers**.

### WhatsApp

**Settings › Whatsapp** shows the WhatsApp numbers the Coordinator uses. To connect your own WhatsApp Business number, click `Contact Sales` and the Facilio team will set it up with you.

![The WhatsApp number vendors receive jobs from.](https://facilio.com/help/work-coordination-guide/screens/settings-whatsapp.webp)
*Fig. 6 — The WhatsApp number vendors receive jobs from.*

### Email

Each email channel is a mailbox the Coordinator sends jobs from and reads replies in.

![Jobs mailbox: replies come in on the Incoming address, and jobs go out from the Outgoing one.](https://facilio.com/help/work-coordination-guide/screens/settings-email.webp)
*Fig. 7 — **Jobs mailbox**: replies come in on the **Incoming** address, and jobs go out from the **Outgoing** one.*

1. To add one, go to **Settings › Email** and click `Add Email`.
2. Enter a **Display Name**, and under **Incoming Email**, the **Email Address**. The domain is filled in for you.
3. Copy the **Forwarding Mail** address and set your existing mailbox to forward to it. Click `Forwarding Steps` for a step-by-step guide.
4. Under **Outgoing Email**, choose **Same As Incoming**, or **Custom** to send from your own domain.
5. Click `Add Email`.

> To send from your own domain, click `Add Domain`, enter the **Domain Name**, then add the DNS records shown on the **DKIM Settings** tab. Once the domain shows **Verified**, choose **Custom** under **Outgoing Email**.

## Data sources

Data Sources brings records from the systems you already use into Work Coordination. Each **dataset** maps one module from a connected system into **Tickets** or **Technicians**. Today the live connector is **Facilio** (the Facilio CMMS).

![Connected systems at the top, and your Datasets underneath.](https://facilio.com/help/work-coordination-guide/screens/settings-data-sources.webp)
*Fig. 8 — **Connected systems** at the top, and your **Datasets** underneath.*

### How to add a dataset

1. Go to **Settings › Data Sources** and click `New dataset`.
2. Under **Sync into**, choose **Tickets** or **Technicians**.
3. Under **Data source**, choose **Facilio**. Atom checks your modules and lists the **Best matching modules**.
4. Click a suggested module, or pick another under **Module**. The field mapping appears on the right.
5. Read **What this will do** to check the result, then click `Save`.

> If a dataset's card shows a note such as **2 to review**, click the card and check the fields Atom wasn't sure about, then click `Save`.

## Webhooks

A webhook runs an action in one of your connected apps the moment something happens, for example raising a work order in Facilio. You describe the rule to Atom in one line, and Atom builds it.

![Each webhook is a card that shows its app, its trigger and whether it's Active.](https://facilio.com/help/work-coordination-guide/screens/settings-webhooks.webp)
*Fig. 9 — Each webhook is a card that shows its app, its trigger and whether it's **Active**.*

### How to add a webhook

1. Go to **Settings › Webhooks** and click `Add Webhook`.
2. In **Describe your webhook…**, write what should happen, naming the event and the app. Press Enter.
3. Atom fills in **When it runs**, **What it does** and **What it sends**. To change any part, tell Atom in the chat.
4. Click `Add webhook`. The new webhook appears as a card and starts running straight away.

> To pause, test or delete a webhook, click its card or open its **⋯** menu.