Managani Docs

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Settings ​

Account settings are available from the account menu. Site-specific settings are under each site's Settings section.

Profile ​

Edit your name, email, timezone, and time format. A new email address takes effect only after you open the confirmation link sent to it. See Change your email address.

Accounts and Teams ​

MANAGANI supports multi-account membership.

  • Owners and admins can invite teammates from Settings > My Team
  • Invites add the user to the shared account
  • Users with multiple accounts can switch from the navbar

Admins can manage members, while owners can also manage admins. A teammate's current role is checked when a change is saved. A failed team addition leaves no partial user account behind.

New teammates can receive chat and feedback assignments without owning a separate account. All active members can save notification preferences and Do Not Disturb settings. Personal preferences follow the user when switching between accounts.

Hosted accounts with configured user or site limits enforce those limits when additions overlap. A limit of zero continues to mean unlimited.

Billing ​

On hosted accounts with billing enabled, owners and admins can start checkout and open the billing portal. Regular members cannot manage the account subscription.

Security ​

Security settings include password reset, TOTP two-factor authentication, and WebAuthn passkeys. Password-reset and magic-link emails use the configured application address. Self-hosted administrators must set APP_URL to the public application URL.

Notifications ​

Choose browser and email notifications separately for Chat, Feedback, Social, and Content Strategy. The mobile app also provides push preferences and Do Not Disturb controls.

Customer notification emails are marked sent only after the mail server accepts them. Failed sends can retry, and an interrupted send becomes eligible again after its 15-minute claim expires. A server interruption after mail acceptance but before confirmation can cause a duplicate email.

When using Managani Desktop, the same screen also controls native notification sources, preview privacy, unread counts, launch at login, persistent Windows/Linux alerts, and global shortcuts.

Access Tokens and OAuth ​

Use Settings > Access Tokens to create personal API tokens and manage OAuth clients or connected apps.

AI ​

Owners and admins with plan access can configure their own OpenAI or Gemini credentials under Settings > BYO AI. Site-level AI behavior and feature instructions remain under the site's Settings > AI tab.

Role-Based Visibility ​

  • All members: Profile, Notifications, Security, Access Tokens, Usage
  • Owners/admins: My Team, BYO AI, Typesense, Activity Logs

Typesense ​

Owners and admins can review or rebuild search indexes from Settings > Typesense.

Usage ​

Usage shows account-level storage and product counts.

Activity Logs ​

Owners and admins can review audited account and product changes. Filter by action, resource, actor, or time when investigating a change. The log includes custom-domain configuration, verification, and removal, plus feedback status changes received from GitHub.

Site Settings ​

Each site includes:

  • General — Name, color, and customer-facing setup details
  • Knowledge sources — Public URLs and private Streamient context
  • Integrations — LinkedIn, Bluesky, Todoist, and Ghost
  • Theme — Reusable themes for Widget, Surveys, Tours, Highlights, and Portal
  • Website — Widget deployments, allowed URLs, launcher behavior, and signed-user setup
  • Portal — Customer-facing wording
  • AI — Feedback, Changelog, Survey, Tour, and Highlight instructions
  • Email templates — Feedback and Changelog notifications
  • White-Label — Custom hostname and branding controls when available

Check the Scope of a Setting ​

Before changing a setting, confirm whether it belongs to your profile, the active account, or a particular site. Notification preferences and security settings serve a different purpose from public portal wording or integration credentials. When a teammate cannot see a setting, review their role and selected account before troubleshooting the interface.