Account Overview & Settings

Your CallGrid account settings are the foundation of your call tracking operations. This comprehensive guide walks you through every setting to ensure your account is configured for success.

Profile Settings

Your profile controls how you interact with CallGrid and how the platform appears to you.

Profile Information

• Full Name: Your display name across the platform
• Email Address: Your primary contact for notifications and login

Theme Customization

CallGrid offers extensive theme customization to match your preferences and reduce eye strain during extended use.

Pre-built Themes

Choose from our professionally designed themes:

• CallGrid Light: Clean, bright interface for daytime use
• CallGrid Dark: Easy on the eyes for extended sessions
• Midnight Dusk: Deep blues and purples for late-night work
• Arctic Frost: Cool, calming color palette
• Matrix: High-contrast green for maximum visibility
• Rose Gold: Warm, sophisticated tones
• Crimson Night: Bold reds with dark backgrounds
• Forest Canopy: Natural greens and earth tones
• Royal Velvet: Rich purples and deep contrasts

Pro Tip: Try different themes based on your working hours - lighter themes for day, darker for evening.

Custom Theme Options

For ultimate personalization, enable Custom Theme to fine-tune every interface element:

• Accent: Primary action colors (buttons, links, highlights)
• Background: Main interface background color
• Foreground: Primary text and icon colors
• Muted Text: Secondary information and labels
• Well: Container backgrounds for cards and sections
• Border: Divider lines between elements
• Input: Form field backgrounds and borders

Call Status Colors

Customize how different call statuses appear in your reports:

• Stats Billable: Revenue-generating calls (Default: Orange)
• Stats Live: Currently active calls (Default: Green)
• Stats Completed: Successfully finished calls (Default: Blue)
• Stats Non-Connect: Failed connections (Default: Red)

Quick Setup: Click "Reset All" to return to default colors if needed.

Organization Management

Access organization settings by clicking your Organization name in the lower left of the side navigation

Settings Tab

Organization ID

• Unique identifier for your account
• Required for API integrations
• Click to copy for easy sharing with support

Organization Details

• Name: Your company name as it appears in reports
• Domain: Primary domain for your business
• Phone: Main contact number for account verification
• Timezone: Critical for accurate reporting and scheduling

Important: Timezone affects all reporting data. Change with caution as it won't retroactively adjust historical data.

API Keys Tab

Manage programmatic access to your CallGrid account:

Creating API Keys

1. Click "Create API Key"
2. Provide a descriptive name
3. Select appropriate role permissions
4. Copy the key immediately (shown only once)

API Key Management

• Name: Descriptive identifier for the key's purpose
• Key: Masked for security (click eye icon to reveal)
• Role: Permission level (Admin, Reporting, etc.)
• Created: Timestamp for audit trail
• Actions: Delete compromised or unused keys

Security Best Practices:

• Create separate keys for different integrations
• Rotate keys every 90 days
• Never share keys in emails or messages
• Delete keys immediately if compromised

Manage Section

Plan & Billing

Access your subscription and payment settings:

• Current plan details
• Usage statistics
• Payment methods
• Invoice history
• Auto-recharge settings

Users

Manage team access:

• Add new team members
• Set user roles and permissions
• Remove access for departed employees
• View last login times

User Management

CallGrid supports multiple user types for secure collaboration:

User Roles

Admin

• Full access to all features
• Can modify organization settings
• Manage billing and users
• Create/delete API keys

Member

• Access to campaigns and reporting
• Can create/modify destinations
• Cannot access billing or org settings

Adding New Users

1. Navigate to Organization → Users
2. Click "Add User"
3. Enter email address
4. Select appropriate role
5. User receives invitation email

Billing Settings

Access comprehensive billing management through the Manage Billing interface, providing full control over your payment methods, usage tracking, and auto-recharge settings.

Plan & Balance Overview

The Plan & Balance card displays your current subscription status:

• Current Balance: Real-time account balance (shown as negative when credits are available)
• Plan Type: Your current subscription tier (Starter, Growth, Enterprise)
• Monthly Cost: Recurring subscription fee
• Plan Status: Active/Inactive indicator
• Renewal Date: Next billing cycle date

Available Actions:

• Change Plan: Upgrade or downgrade your subscription
• Add Funds: Manually add credits to your account

Auto Recharge Configuration

Keep your campaigns running smoothly with automatic balance replenishment:

Settings

• Minimum Balance: Threshold that triggers auto-recharge (e.g., $25.00)
• Recharge Amount: Amount to add when triggered (e.g., $100.00)
• Status Toggle: Enable/Disable auto-recharge with one click

Configuration Best Practices

1. Set minimum balance at least 2x your daily spend
2. Choose recharge amounts that cover 3-5 days of usage
3. Monitor initial settings for first week to optimize

Example: If you spend ~$20/day, set minimum at $40 and recharge at $100

Payment Methods

Securely manage your payment options:

Adding a Payment Method

1. Click "Add a default payment method"
2. Enter card details:
3. • Card number
   • Expiration date (MM/YY)
   • CVC security code
3. Click "Add Card" to save

Managing Payment Methods

• Set default payment method for auto-recharge
• Remove expired or unused cards
• Update billing information
• View saved payment methods

Security Note: CallGrid uses Stripe for PCI-compliant payment processing. We never store your full card details.

Usage & Transaction History

Monitor your spending with detailed tracking across three tabs:

Payments Tab

View all transactions with:

• Date: When the payment was processed
• Payment Method: Card used for transaction
• Status: Success/Failed/Pending
• Amount: Total charged

Download Option: Export payment history for accounting purposes

Usage Tab

Track detailed platform usage:

• Daily breakdowns by feature
• Call minutes (local and toll-free)
• Recording storage
• AI transcription usage
• Bid requests ($0.0005 each)
• Custom reporting

Rates Tab

View your current pricing:

• Per-minute rates by call type
• Feature-specific costs
• Volume discounts (if applicable)
• Custom negotiated rates

Billing Alerts & Notifications

Stay informed about your account:

• Low balance warnings
• Successful auto-recharge confirmations
• Failed payment notifications
• Monthly invoice delivery
• Usage spike alerts

Invoice Management

Access your billing documents:

• Download monthly invoices
• View payment receipts
• Export for accounting software
• Request custom billing periods

Common Billing Scenarios

Setting Up a New Account

1. Add payment method
2. Configure auto-recharge
3. Add initial funds
4. Monitor first week's usage
5. Adjust settings as needed

High-Volume Operations

• Consider negotiated rates
• Set higher auto-recharge amounts
• Enable usage alerts
• Review weekly spending patterns

Budget Management

• Use daily usage reports
• Set conservative auto-recharge
• Monitor cost per acquisition
• Optimize campaigns based on ROI

Billing Troubleshooting

Payment Declined?

• Verify card details are correct
• Check with bank for restrictions
• International cards may need approval
• Consider wire transfer for large amounts

Auto-Recharge Not Working?

• Confirm it's enabled (not "Disabled")
• Check payment method is valid
• Verify minimum balance is set correctly
• Ensure default payment method is selected

Usage Higher Than Expected?

• Review Usage tab for breakdown
• Check for failed calls (still incur costs)
• Verify campaign settings
• Look for toll-free vs. local usage

Need a Custom Invoice?

• Contact billing@callgrid.com
• Provide date range needed
• Allow 24-48 hours processing

Billing Best Practices

1. Prevent Interruptions
2. • Always maintain positive balance
   • Set auto-recharge 20% above typical usage
   • Keep payment method current
2. Optimize Costs
3. • Use local numbers when possible
   • Monitor failed call rates
   • Review usage weekly
   • Adjust campaigns based on ROI
3. Financial Planning
4. • Export monthly reports
   • Track cost per conversion
   • Budget for seasonal variations
   • Negotiate volume discounts

Security Settings

Password-less Authentication

CallGrid uses modern authentication:

• Google Sign-In: Link your Google account
• Email Magic Links: Secure login via email
• No passwords to manage or compromise

Session Management

• Automatic timeout after inactivity
• "Remember me" option for trusted devices
• View active sessions
• Remote logout capability

Notification Preferences

Configure how CallGrid communicates with you:

Email Notifications

• Daily performance summaries
• Alert thresholds exceeded
• Failed destination warnings
• Billing notifications
• New user invitations

Platform Alerts

• Real-time dashboard notifications
• Campaign performance alerts
• System maintenance notices

Regional Settings

Timezone Configuration

• Affects all reporting data
• Changes apply going forward only
• Consider impact on team members
• Standard timezone format (e.g., US/Pacific)

Currency Display

• USD default
• Affects reporting displays
• Does not change billing currency

Advanced Settings

Data Retention

• Call recording storage duration
• Report data archival
• Compliance settings

Export Preferences

• Default file formats
• Report templates
• Scheduled export settings

Best Practices

1. Perfect Your Theme
2. • Test different presets during various times of day
   • Customize colors to match your brand
   • Save configurations before major changes
2. Complete Your Profile
3. • Add profile picture for multi-user accounts
   • Keep contact information current
   • Set appropriate timezone immediately
3. Secure Your Account
4. • Use Google authentication when possible
   • Regularly review user access
   • Monitor API key usage
4. Regular Maintenance
5. • Review user access monthly
   • Check billing settings quarterly
   • Update payment methods before expiration

Common Issues

Can't access organization settings?

• Verify you have Admin role
• Check with your account owner
• Contact support if access seems incorrect

Theme changes not saving?

• Refresh your browser
• Clear cache if persistent
• Try a different browser

API key not working?

• Verify correct permissions
• Check if key was deleted
• Ensure proper formatting in your code