Full Breakdown of the Setting Page by Tab

Last updated: December 1, 2025

Team Management:

  • Change team member permissions

    • Admin: Superuser access

    • Manager: Ability to see all leads but ONLY respond to assigned leads

    • User: Ability to ONLY see and respond to leads they're assigned

  • Add Team Members

  • Change Online Status

  • Designate Specific iMessage Lines to Individual Team Members

  • Assign Individual Forwarding Numbers to Team Members

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Phone Lines:

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  • Where current phone lines are shown

  • Ability to rename phone lines for organizational clarity within the dashboard

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Conversation Tags

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  • Allows users to tag conversations and sort by these in custom buckets

  • You can assign tags in the contact panel sidebar as pictured below

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Custom Variables

  • Ability to pass through custom information to be stored in the Sendblue Dashboard

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Blocked Leads

  • Leads that no longer have the ability to text or call the Sendblue Lines

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Integrations

  • Ability to connect your favorite CRM, No Code Tools, and Slack

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Account

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Forwarding Number for Assigned Leads: The Forwarding number for inbound calls that is assigned to a specific user

  • Note that each user can have their own forwarding number by accessing Team Management.

Default Forwarding Number Usage

  • If a user does not have a specific forwarding number assigned, the system will automatically use the Default Forwarding Number

Allow Inbound First

  • Off by default as these messages count toward daily usage

  • Allows users to text the Sendblue line before sending a text to them

Set Phone Lines to Users

  • Allows users to individually have their own Sendblue lines attached to their account

  • Note: Only useful for accounts with 2+ lines

Usage

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  • View your current progress toward your daily limit of net new contacts added to the Sendblue Dashboard

  • Limits reset at 3AM EST Daily