The Settings menu controls branding, account configuration, invitations, rewards options, billing, audit history, and access to support resources.

🎥Walkthrough: Settings Dropdown Walkthrough

Personal settings

• Settings > Personal Settings

• Review your profile information and update personal details when needed.

Company settings and branding

• Open Settings > Company Settings.

• Select Edit Branding to upload the agency logo and background image.

• Review the agency display name, reward name, currency, and communication sender.

• Configure a custom subdomain when available.

Employee Resources

• This section accepts PDF versions of agency policy documents

• Once uploaded, your caregivers can access these documents from their Zingage view

Invitation settings

• Review active auto-invite workflows.

• Edit the invite message or visit requirement.

• Pause or cancel an invite workflow.

• Use restrictions to prevent specified records from receiving invitations.

Reward and redemption settings

• Settings > Reward Balance

• Review the rewards wallet, redemption limits, and maximum gift-card value.

• Configure additional redemption options such as agency merchandise or cash when those features are enabled.

• Confirm changes before applying them to an active caregiver program.

Billing Center

• Settings > Billing Center

• Review the payment method used for wallet reloads and invoices.

• Add or update the payment method when needed.

• View, download, or pay invoices from the invoice history.

Audit logs

• Settings > Audit Logs

• Use Audit Logs to review changes made by users on the account.

• Check the user, action, and date when investigating an unexpected configuration change.

Help and agency resources

• Open Help to search the knowledge base.

• Use Agency Resources for additional articles and tutorials.

• Start a support chat when you need assistance.