Account settings — global configuration

Access: Main menu → Account (admin required). Contains everything that applies across all campaigns and users: user management and permissions, security (trusted IPs, 2FA), data retention/anonymization/consent, email and SMS account settings, integrations, API access, account fields, and scheduled jobs. Changes here can affect multiple campaigns at once — use for global standards.

Campaign settings — per-campaign configuration

Access: Campaigns → select a campaign → settings icon or options menu. Contains everything specific to one campaign: workflow behavior, status handling, fields, filters, booking forms, lead assignment logic, campaign-level rules, and output options. If a change should only affect one campaign, configure it here — not in Account settings.

Non-admin views — role-based access

Non-admin users see a simplified menu based on their User permissions. They typically have access to: assigned campaigns (operational use only, no administration), own user profile (working hours, special dates, 2FA, Microsoft account link), calendar (own or granted access), and dashboards (based on permissions). No full account-level administration menu — and fewer edit/management shortcuts in campaign navigation.