Create Account

Team Settings

Configure your team's basic information and manage team lifecycle.

Configure your team's basic information and manage team lifecycle.

Accessing Team Settings

  1. Ensure you're in your team account
  2. Click Settings in the sidebar
  3. The URL is https://sellfaster.euhome/[team]/settings

Note: Access to team settings requires the settings.manage permission, which is granted to team owners.

Team Information

Upload or change your team's logo:

  1. Click the current logo/placeholder
  2. Click Upload
  3. Select an image file
  4. Save

The logo is stored in Supabase storage and appears in the account switcher and team pages.

Team Name

Update your team's name:

  1. Find the Team Name field
  2. Enter the new name
  3. Click Save

The team name appears:

  • In the account switcher
  • On team pages
  • In notifications

Team Email Settings

Configure team email for outbound communications:

Basic Email Settings

FieldDescription
From EmailEmail address used as sender (required)
From NameDisplay name for outgoing emails (optional)
Email SignatureSignature appended to emails (optional)

SMTP Configuration

Configure your outgoing email server:

FieldDefaultDescription
Host
SMTP server hostname (required)
Port587SMTP port (required)
Use TLSOffEnable TLS encryption
Username
SMTP authentication username
Password
SMTP authentication password

IMAP Configuration

Configure your incoming email server:

FieldDefaultDescription
Host
IMAP server hostname (required)
Port993IMAP port (required)
Use TLSOnEnable TLS encryption
Username
IMAP authentication username
Password
IMAP authentication password

Note: When updating email settings, you can leave password fields blank to keep the existing password. A placeholder will indicate if a password is already set.

GDPR Settings

Note: GDPR Settings are only accessible to the team owner.

Navigate to Settings → GDPR Settings (URL: https://sellfaster.eu/home/[team]/settings/gdpr) to configure data-retention rules and handle data subject requests.

Orphan Data Retention

An orphan lead is a lead that has no linked sale or interaction. Orphan leads accumulate over time as old records are never contacted again.

SettingDefaultDescription
Max retention time of GDPR-relevant data without sale/interaction (days)180After this many days without any interaction or sale, the system automatically disconnects the lead's address and clears all comments and notes. Maximum value: 36 500 days (100 years).

Setting this to a lower value reduces your data-retention footprint for inactive leads and helps demonstrate compliance with storage-limitation principles under the GDPR.

GDPR Customer Requests

Note: This section is only visible to the team owner.

Use these tools to respond to formal data subject requests (DSARs) without needing direct database access.

Search — Find a customer by entering their name and/or street address. The results show counts of all data associated with the matching lead (interactions, sales, custom field values, email transactions).

Export (Access Request) — Download a complete JSON export of all data associated with a lead. Share this with the data subject to fulfill a Subject Access Request (SAR).

Erase (Erasure Request) — Permanently anonymize the lead and all related records. After selecting a lead, you must confirm the action via a one-time password (OTP) sent to your email. This action is irreversible.

For full step-by-step instructions and details on all GDPR controls, see GDPR Settings & Data Protection.

Danger Zone

Leaving the Team

Non-owner members can leave the team:

  1. Navigate to the Danger Zone section
  2. Click Leave Team
  3. Type "LEAVE" in the confirmation field
  4. Click Confirm

After leaving:

  • You lose access to the team immediately
  • Your content remains with the team
  • You can be invited back later

Note: Primary owners cannot leave a team. Transfer ownership first if you need to leave.

Deleting the Team

Primary owners can delete the entire team:

  1. Navigate to Danger Zone
  2. Click Delete Team
  3. Read the warning
  4. Complete OTP verification (a 6-digit code will be sent to your email)
  5. Enter the code and confirm deletion

Warning: Deleting a team permanently removes all data including:

  • All team members
  • All campaigns
  • All leads and interactions
  • All sales and commission data
  • All configuration

This action cannot be undone.

Saving Changes

Changes to team settings are saved when you click the Update Team button. You'll see a confirmation notification when changes are saved successfully.

Troubleshooting

Can't Access Settings

If you can't access settings:

  1. Check your role in the Members page
  2. Contact your team owner

Changes Not Saving

If changes don't save:

  1. Check for validation error messages
  2. Verify all required fields are filled
  3. Check your internet connection
  4. Try refreshing the page

Logo Won't Upload

If logo upload fails:

  1. Check file size (must be under the limit)
  2. Verify file format (JPG, PNG supported)
  3. Try a different image
  4. Clear browser cache

Can't Delete Team

If you can't delete the team:

  1. Verify you are the primary owner
  2. Check if the feature is enabled for your organization
  3. Complete the OTP verification correctly