> For the complete documentation index, see [llms.txt](https://themochi-app.gitbook.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themochi-app.gitbook.io/documentation/module-8-account-and-troubleshooting/organization-and-account-settings.md).

# Organization and account settings

## Organization & Account Settings

**What it is** — Settings is the control center for your Mochi account: your organization's identity, your Instagram connection, your team, your integrations, and your AI setup all live here. This article maps out what's where, so you can go straight to the right screen instead of hunting for it.

**Who can use it** — Everyone on your team can open Settings and see their own basics. Organization-wide areas — Team management, Integrations, reconnecting Instagram, and the custom link domain — are limited to the **Creator** and **Manager** roles, on both web and iOS.

### Your organization: name, logo, and access code

You set your organization's name and logo once, when you first create it at `use.themochi.app`. If you haven't done this yet, see **Create your account & organization** for the full first-time setup — this article picks up after that's done.

During that same setup, you'll enter an **access code**: a short code unique to your organization, sent to you in your welcome email. Entering it is what finishes creating your organization.

If you never received your welcome email or can't find your access code, check spam first. If it's still missing, email `hey@themochi.app`.

### Where things live in Settings

| Settings area    | What you'll find there                                                                           | Access notes                                                                                                                                      |
| ---------------- | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Organization** | Org-level settings, including your custom link domain (branded short links instead of `moch.me`) | Custom link domain: Creator/Manager only, web-only                                                                                                |
| **Intelligence** | Your AI setup — Setter Playbook, Creator DNA, Lead Summary, Spam Filter, Voice Cloning           | Setter Playbook and Creator DNA are web-only; iOS covers Voice Cloning, Lead Summary, and Spam Filter; setup is generally done by Creator/Manager |
| **Integrations** | Connect Calendly and iClosed for call booking                                                    | Creator/Manager only — Setters can't reach this screen on web or iOS                                                                              |
| **Team**         | Invite teammates, assign roles, set commission, set lead-distribution percentages                | Management actions are Creator/Manager                                                                                                            |
| **Socials**      | Connect and reconnect Instagram, upgrade permissions, manage Excluded Contacts                   | Reconnecting and upgrading permissions: Creator/Manager only                                                                                      |

For the custom link domain specifically: go to `Settings > Organization > Custom link domain`, click **Connect domain**, add the CNAME record Mochi gives you to your DNS, and wait for verification. It's a gated beta feature, web-only, and limited to Creator and Manager. Full steps live in **Custom branded link domain**.

### Tips

* Start with `Settings > Socials` if something feels broken across the board — a disconnected Instagram is the single most common root cause of "nothing is working."
* If you're a Setter or Closer and don't see **Team** or **Integrations** in your Settings menu, that's expected: those are Creator/Manager only, not a bug.
* Bookmark this article's table if you're new to Mochi — it's faster than clicking through every tab to find something.
* Sending at real volume, or onboarding more setters onto the connected account? See **Account Safety & Instagram Link Limits** before you scale up outreach.

### Common mistakes & fixes

| Mistake                                          | Fix                                                                       |
| ------------------------------------------------ | ------------------------------------------------------------------------- |
| Looking for Voice Cloning under **Organization** | It's under **Intelligence**, not Organization.                            |
| Assuming any team member can open Integrations   | Only Creator/Manager can reach `Settings > Integrations`, on web and iOS. |
| Losing the access code before finishing setup    | Check spam, then email `hey@themochi.app`.                                |
| Expecting the custom link domain on iOS          | It's web-only; there's no iOS equivalent screen.                          |

### Limits & good to know

* Settings also includes **Tags** and **Content Hub**, which aren't covered in this orientation — see **AI tags: auto-tag leads by intent** and the Content Hub article in Module 03.
* The custom link domain is a gated beta feature. If you don't see it under `Settings > Organization`, it isn't enabled for your organization yet.
* Billing questions aren't handled from inside Settings. Contact Mochi support directly rather than looking for a billing screen.

**Related:**

* Manage Your Instagram Connection
* Account Safety & Instagram Link Limits
* Invite your team & roles
* Connect Calendly
* Custom branded link domain