Settings

The Settings page is where you manage your platform configuration, integrations, billing, team members, and account security. It's your control center for everything behind the scenes.

Accessing Settings

Click Settings in the navigation sidebar.

Settings Sidebar

The left sidebar organizes settings into two categories:

Platform Settings

Menu Item	What It's For
Infrastructure	View your sending domains, email accounts, and email health metrics.
Integrations	Connect and manage third-party tools like HubSpot.
Unsubscribe List	Manage domains you never want to contact.

Account & Billing

Menu Item	What It's For
Billing	View your subscription plan, payment method, and billing history.
Change Password	Update your account password.
Invite Team Member	Manage your team — invite new members, assign roles, and control access.

At the bottom of the sidebar, you'll find a Logout button. The sidebar is collapsible — click the collapse icon to minimize it.

Infrastructure

The Infrastructure section gives you visibility into your sending setup.

Overview Cards

Card	What It Shows
Total Domains	The number of sending domains configured for your organization.
Total Email Accounts	The number of email accounts connected across all domains.
Email Health	An overall health indicator for your email sending setup.

Domains Tab

Column	What It Shows
Domain Name	The domain used for sending outreach emails (e.g., outreach.yourcompany.com).
Emails Connected	How many email accounts are set up under this domain.
Status	Whether the domain is Active (green) or Inactive (gray).

Email Accounts Tab

Column	What It Shows
Email Address	The specific email account used by your AI SDRs to send messages.
Total Sent	The total number of emails sent from this account.
Status	Whether the account is Active (green) or Inactive (gray).

Export to CSV

Click the Export button to download your infrastructure data as a CSV file.

Integrations

Currently, one integration is available:

HubSpot

Element	What It Shows
Logo & Title	The HubSpot logo and integration name.
Description	"Sync meeting data to your CRM"
Status Badge	Shows Connected (green) when linked, or no badge when disconnected.
Connected Email	When connected, shows which HubSpot account is linked.

How to Connect HubSpot

1. Click the Connect button on the HubSpot card.
2. A confirmation dialog appears explaining the benefits: deduplication, bidirectional sync, and record enrichment.
3. Click Confirm to proceed.
4. You'll be redirected to HubSpot's authorization page.
5. After authorizing, you'll be redirected back to Wyra. The status updates to Connected automatically.

How to Disconnect HubSpot

1. Click the Disconnect button on the HubSpot card.
2. A confirmation dialog appears asking you to confirm.
3. Click Confirm to disconnect.

Unsubscribe List

Manage domains that should never receive outreach from your campaigns.

Unsubscribe Domains Table

Column	What It Shows
Domain	The domain name that's been blocked (e.g., competitor.com).
Added At	The date and time the domain was added to the list.
Actions	A trash icon to remove the domain from the list.

The table is paginated at 10 domains per page.

How to Add a Domain

1. Click the Add Domain button.
2. A dialog appears with a text field.
3. Type the domain you want to block (e.g., example.com).
4. Click Add (or press Enter) to submit.

How to Remove a Domain

1. Click the trash icon next to the domain you want to remove.
2. A confirmation dialog appears.
3. Click Confirm to remove it.

Billing

What you see depends on your account setup:

Managed Account

If your billing is managed by Wyra directly, you'll see:

• A message: "Your account is managed by Wyra"
• Contact details for your account manager

No Active Subscription

• A message: "You don't have an active subscription"
• A View Plans & Subscribe button

Active Subscription

Four information cards:

Current Plan Card

Field	What It Shows
Plan Tier	Your subscription tier name.
Price	Your monthly or annual rate.
Status	Whether the subscription is active.
Term	Monthly or annual billing cycle.
AI SDRs	How many AI SDRs you're using out of your total allocation.
Leads per Month	Your monthly lead allowance.
Lead Credits	Your available lead enrichment credits.

Billing Information Card

Field	What It Shows
Last Payment	The date and amount of your most recent payment.
Next Billing Date	When your next payment is due.
Next Billing Amount	How much your next payment will be.

Payment Method Card

Field	What It Shows
Card	The last 4 digits of your payment card.
Brand	The card brand (Visa, Mastercard, etc.).
Expiry	When the card expires.

Billing Contact Card

Field	What It Shows
Name	The name on the billing account.
Email	The email receiving billing notifications.

To update billing info, click the edit/manage buttons on any card. You'll be redirected to a secure billing portal (powered by Stripe).

Change Password

Form Fields

Field	What to Enter
Current Password	Your existing password. Required to verify your identity.
New Password	The new password you want to use.
Confirm New Password	Re-enter the new password to confirm it matches.

Password Requirements

• 8 to 15 characters in length
• At least one uppercase letter
• At least one lowercase letter
• At least one number
• At least one special character
• No spaces allowed

Password Strength Indicator

Strength	Visual	What It Means
Weak	Red bar	Password meets few requirements.
Medium	Yellow bar	Password is okay but could be stronger.
Strong	Green bar	Password meets all requirements.

Invite Team Member (Team Management)

Team Members Table

The table has five tabs to filter members by status:

Tab	What It Shows
All Members	Every team member, regardless of status.
Active	Members who have accepted their invite and are currently active.
Pending	Members who have been invited but haven't accepted yet.
Cancelled	Members whose invitations were cancelled.
Expired	Members whose invitations expired (invitations are valid for 7 days).

Table Columns

Column	What It Shows
Name	The team member's full name (or "Pending" if they haven't accepted yet).
Email	Their email address.
Role	Their assigned role. For active members, this is a dropdown you can change.
Status	A colored badge showing their current status.
Actions	A three-dot menu with available actions (varies by status).

Member Status Badges

Status	Badge Color	What It Means
Active	Green	The member has accepted the invite and can access Wyra.
Pending	Yellow	The invitation has been sent but not yet accepted.
Cancelled	Red	The invitation was cancelled by an admin.
Expired	Gray	The invitation expired after 7 days.

How to Invite a Team Member

1. Click the Invite Team Member button at the top of the page.
2. A dialog appears with two fields:
   • Email — Enter the person's email address.
   • Role — Select the role you want to assign.
3. Click Send Invite.
4. The person receives an email invitation. They have 7 days to accept.

Available Actions by Status

Member Status	Available Actions
Active	Change Role, Transfer Ownership, Delete Member
Pending	Resend Invite, Cancel Invite
Expired	Resend Invite, Cancel Invite

Changing a Role

• Click the role dropdown next to an active member's name.
• Select the new role from the list.
• The change takes effect immediately.

Transferring Ownership

1. Click the three-dot menu on an active member and select Transfer Ownership.
2. A confirmation dialog appears with a warning.
3. Click Confirm to proceed.

warning

Transferring ownership is a significant action. The new owner will have full control over the organization.

Deleting a Member

1. Click the three-dot menu on an active member and select Delete.
2. A confirmation dialog appears.
3. Click Confirm to remove the member.

Resending an Invite

• Click the three-dot menu on a pending or expired member and select Resend Invite.
• A new invitation email is sent, and the 7-day timer resets.

Cancelling an Invite

• Click the three-dot menu on a pending or expired member and select Cancel Invite.

Logging Out

1. Click the Logout button at the bottom of the settings sidebar.
2. A confirmation dialog appears: "Are you sure you want to log out?"
3. Click Confirm to sign out.

Quick Troubleshooting

Problem	Solution
Can't see billing information	Your account may be managed by Wyra directly. Contact your account manager.
HubSpot won't connect	Make sure you have admin access to your HubSpot account.
Password update failing	Double-check that your current password is correct and new password meets all 6 requirements.
Invite not received	Ask your teammate to check their spam folder. You can also resend the invite.
Can't change a member's role	Only active members' roles can be changed.
"Invite Team Member" button not showing	Your role may not have permission to invite team members.
Domain not being blocked	After adding a domain, it applies to future campaigns. Leads already in active campaigns won't be retroactively removed.
Can't delete a team member	Only admins and owners can delete team members.
Billing portal not loading	The billing portal opens in a new window. Check if your browser is blocking popups.