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customer service ,live-chat , Chatips
  • Ellen . LeeEllen . Lee
  • September 11, 2026
  • Docs

# 27.Account settings and security

Home Docs # 27.Account settings and security

# Account settings and security

| Item | Details |

|—|—|

| Who it is for | Administrators |

| Menu location | **Settings → Account settings**; **Settings → Security** |

| Plan dependency | Enterprise sign-in such as SAML requires enablement |

Manage the workspace name, language, time zone, privacy-related switches and enterprise single sign-on. Personal passwords and MFA are under [Profile and notifications](./28-profile-and-notifications).

—

## 1. Account settings (general)

Typically includes:

| Item | Description |

|—|—|

| Workspace name | Shown in the sidebar, email subjects, etc. |

| Default language | Used by members who have not chosen a personal language |

| Time zone | Defines the “day” for reports, business hours and delayed automation |

| Workspace ID | For support or API use — not a password |

| IP geolocation | Whether to tag contacts by IP region; privacy-sensitive, often off by default |

| Request workspace deletion | Irreversible — see [Billing](./26-billing-and-usage) |

Changing time zone does not rewrite stored historical timestamps; it only affects future day-based stats and business-hours logic. Prefer a quiet period and tell agents when you switch.

Auto-resolve and required fields live under [Conversation workflows](./24-conversation-workflows); some builds may also show those blocks on the account page.

—

## 2. Security (SAML, etc.)

If **SAML** is enabled:

1. Create an application in your identity provider (for example Azure AD, Okta).

2. Paste Chatips’ ACS URL / Entity ID into the IdP.

3. Paste the IdP metadata / SSO URL / certificate back into Chatips.

4. Walk through sign-in with a test user.

5. Confirm that if SSO fails, at least one administrator can still use a password entry (per whether you enforce SSO).

Emails must match the IdP assertion. Test in a maintenance window before changing domains or certificates.

Without SAML this page may only show an explanation or upgrade prompt. If Google sign-in is enabled by the platform, members can use Google on the sign-in page without per-user setup here.

—

## 3. Recommendations

– Turn on MFA for members in production (enforce in profile or by policy).

– Do not lend administrator accounts to contractors — use custom roles.

– Review sensitive changes in [Audit logs](./29-audit-logs).

—

## Related articles

– [Getting started](./get-started-with-chatips)

– [Profile and notifications](./28-profile-and-notifications)

– [Custom roles](./15-custom-roles)

Tags
# Account settings# security
Previous Post # 28.Profile and notifications
Next Post # 26.Billing and usage

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