Settings

Manage system preferences, configurations, and account-level options.

38 articles

How to Use Branded Domains in KyriosBranded Domains allow each Kyrios account to use a unique domain for outbound links and communications, improving brand consistency and protecting deliverability.
Settings: Phone NumbersThe Phone Numbers settings allow users to purchase, manage, and organize individual phone numbers and number pools in Kyrios for calling, messaging, and call-tracking purposes.
User Roles, Permissions, and Assigned Data in KyriosUser roles and permissions in Kyrios control what each team member can access at the sub-account level, including data visibility, module access, and administrative actions.
Authenticator App Support for Two-Factor Authentication (2FA)Kyrios supports authenticator apps for two-factor authentication (2FA), allowing users to secure their accounts using time-based one-time passcodes instead of relying only on email or SMS.
How to Configure Custom Notifications as a UserThis article explains how users can configure in-app, email, and SMS notifications in Kyrios to control how and when they receive alerts for conversations, tasks, calendars, and reviews.
Business Profile: General Information & AddressGeneral Information and Business Address define how your business is identified, verified, and referenced across Kyrios features, automations, and communications.
Business Profile: Business Information & Authorized RepresentativeBusiness Information and Authorized Representative settings are required for SMS approval, regional compliance, and verification of your business identity.
Business Profile: Compliance, Messaging & General Behavior SettingsCompliance and General Behavior settings control how Kyrios handles SMS, email, validation, timezones, Facebook contacts, and opportunity creation across the entire account.
Business Profile: Calling, Voicemail, Deduplication & Deprecated FeaturesCalling, voicemail, deduplication, and deprecated feature settings control how Kyrios handles inbound calls, missed-call follow-ups, contact matching, and legacy tools at the account level.
Security and Compliance OverviewKyrios Systems implements layered security, privacy, and compliance controls to protect customer data, ensure service reliability, and align with industry best practices and regulatory requirements.
My Profile SettingsThe My Profile page lets you manage your personal details, security settings, calendar integrations, availability, notifications, and email syncing preferences.
Custom Fields in KyriosCustom Fields let you create, organize, and reuse contact-specific data across Kyrios, including CRM records, forms, surveys, workflows, and messaging.
Internationalization: Multiple Language SupportKyrios supports multiple platform languages, allowing accounts, users, and client portals to display content in a preferred language for improved usability.
Company Billing OverviewThe Billing Dashboard in Kyrios allows you to manage subscriptions, payment methods, billing details, invoices, and wallet balances from one centralized location.
Settings OverviewThis article explains every major Settings area in Kyrios, what each section controls, and when to configure it for a stable, scalable account setup.
How to Turn On or Off Alternate Time Zones in KyriosControl whether contacts can book or view appointments in their own time zone or are restricted to your account’s primary time zone.
Add Multiple Lines in a Custom ValueUse the HTML <br> tag inside a custom value to display text on multiple lines when inserted into emails, messages, and other supported areas.
Settings: Business FieldsBusiness Fields store official business-level information in your account and can be reused dynamically across emails, workflows, and system features.
How to Use Audit LogsAudit Logs let Account Admins track system activity, user actions, and data changes across the account for troubleshooting, compliance, and accountability.
Settings: My Staff (Team Management)The My Staff section lets account admins add, edit, and manage team members, including user info, roles, permissions, call routing, availability, calendars, and notifications.
How to Edit User Information and PermissionsEdit a team member’s personal details, role, data visibility, and granular permissions to control exactly what they can see and manage inside the account.
How to Reset Your Kyrios PasswordReset your Kyrios password either from My Profile (self-service) or from My Staff (admin-managed), depending on your permissions.
Notification PreferencesNotification Preferences let you control which alerts you receive, how you receive them, and whether they are delivered via in-app, email, or SMS.
Understanding Time Zones in KyriosKyrios uses the account time zone—not the contact time zone—to control campaign timing, calendars, and delays, with appointments as the only exception.
Custom Values in KyriosCustom Values are reusable placeholders that automatically insert stored data into messages, workflows, websites, and campaigns to personalize communication at scale.
Setting Time Zones in KyriosTime zone settings in Kyrios control when campaigns send, workflows run, and appointments display, ensuring all time-based actions occur at the correct local time.
GDPR Compliance InformationThis article explains how GDPR applies to your business when using Kyrios, outlines key data protection principles, and clarifies roles and responsibilities related to personal data.
Custom Object Audit LogsCustom Object Audit Logs let you track who created, updated, or deleted custom objects, custom object records, and associations, with detailed, field-level change history retained for 60 days.
Smarter Task NotificationsYou can now disable daily task notifications when you have no due or overdue tasks.
What Is the Kyrios Affiliate Program?The Kyrios Affiliate Program is a free referral program that allows anyone to earn recurring commissions by referring new customers to Kyrios.
Integration PageThe Integration Page gives users one place to discover, connect, manage, troubleshoot, and configure integrations in Kyrios.
Rename Standard ObjectsRename standard CRM objects in Kyrios so labels match the language your team uses, without changing underlying data, automations, or API keys.
What Is Contact Business Name Automation?Contact Business Name Automation automatically creates and associates company records from the Business Name field on contact records.
Merge Fields and Custom Variables in KyriosMerge fields and custom variables are placeholders that dynamically insert saved information into Kyrios messages, workflows, templates, websites, funnels, and payment or tracking links.
Pause Your AccountPausing an account temporarily removes platform access while preserving most account data, settings, and business assets for later reactivation.
Standard Merge Field Shortcodes
How to Use Global SearchGlobal Search lets you find records, pages, products, and settings across Kyrios from one search bar.
Organize Tags with Categories and ColorsKyrios lets you organize related tags into categories and assign colors to tags so they are easier to identify and manage across your account.