Settings explained

Settings has a page for you, and a longer list for admins. Here's what each one does.

1. Click Settings at the bottom of the left-hand bar.
2. Pick a page from the list on the left.

For everyone: Profile & preferences

• Your picture and display name.
• Appearance: light or dark, and your colour (Set your theme colour).
• Sign-in & security: change your email or password, and turn on two-factor authentication (a code from an authenticator app, on top of your password).
• Notifications: whether you're told about direct messages, @mentions and replies on this computer.
• Daily summary email: an optional morning email of what needs your attention.

For admins: Administration

• Workspace: the workspace name, phone-notification options, how desktop apps find updates, and a switch to require two-factor for everyone.
• People: everyone in the workspace, their role, and deactivating or resetting accounts (Add a team member).
• Invites: make invite codes to add people (Add a team member).
• AI assistant: connect an AI provider, rename the assistant, give it instructions and let it search the web (Set up the AI assistant, Let the AI search the web with Tavily).
• Integrations: maps (Set up maps with a Mapbox token), webhooks (tell other apps when something happens here, such as a new lead) and API keys (let other software read and add your data).
• Single sign-on: let people sign in with an existing account instead of a password.
• Plan & billing: only on hosted plans (Upgrade your plan).
• Backups: automatic nightly backups and off-site copies (Back up your data).
• Activity: a log of important changes, so you can see who changed what.