We've made updates to the Bitrix24 Settings page, gathering all configurations into a single, user-friendly section. Accessing it is now quicker with the help of the new intuitive widget. No need to reconfigure your account – all previously set access rights and restrictions will remain intact.
To open Bitrix24 Settings, click on the toggles icon in the top left of the screen and select Settings in the widget.
In the Tools tab, you can configure the main menu for your company. Hide the tools you don't plan to use. Click the button on the right of the section to open its internal settings.
Customize your Bitrix24 account to exclusively represent your company and ensure clarity for employees. In this section, you can do the following:
- Change Bitrix24 name or logo
- Rename your account domain or switch to your own
- Set the default account theme for all users, i.e., choose one of the preset themes or upload a custom background
Set up a convenient format for internal communications in this tab. Decide how employees will work in the Feed, Chat, and Drive sections.
Control the methods of inviting new employees and the access of external users to your Bitrix24 in the Employees section.
Here, you can create a landing page with information about your company. Share the link to it with your customers or colleagues so that they can quickly copy your company details and enter them into a contract.
Set the working hours for your company and departments in this section. This helps you plan meetings and set task deadlines more accurately.
As Bitrix24 has many clients in the European Union, we follow GDPR compliance rules and maintain GDRP section on our website. Your Data Processing Agreement is accepted by you as a part of our main terms of service.
In this section, you can track the login history of employees and allow them to work in your Bitrix24 only from certain IP addresses. Protect employees accounts and ensure a secure network.
This section allows you to configure the following parameters:
Set the date and time format in your Bitrix24.
Configure outgoing email management. For example, enable the option to track link clicks in outgoing emails.
Select a service provider for client addresses in CRM. These can be OpenStreetMap or Google Maps services.
Allow employees to measure stress levels and show the results in their profiles.
Using Bitrix24 to collect geolocation data from employee mobile devices.
Limit access to installing applications from the Market, and so on.
In this section, you can:
Select the tools in which employees can use CoPilot to create text and images.
Activate CoPilot in CRM. It will transcribe the phone call, create a call summary, and fill in the CRM fields.
Allow or restrict employees' use of the chat with CoPilot.
Choose the AI provider.
See these topics to learn more:
Manage your Bitrix24 account settings in a single, user-friendly section accessible from the new widget.
No need to configure your Bitrix24 again. All access rights and restrictions previously set will remain.
Only employees with administrator rights have access to these settings.
The Bitrix24 Settings page consists of several main sections: Tools, My Bitrix24, Communications, Employees, Company details, Business hours, GDPR Compliance, Security, Other settings, and CoPilot preferences.