Accessing Settings
Click the gear icon or go to Settings from the sidebar menu. Settings is organized into several sections.
Settings sections
Account
Manage your personal account settings and profile. Go to Settings > Account.
Organization
Configure workspace-level settings for your organization. Go to Settings > Organization:
- Workspace name - set a display name for your org
- View your organization ID (useful for support requests)
Members
Invite and manage team members. Go to Settings > Members. See Members for details.
Integrations
Connect and manage all your external tools. Go to Settings > Integrations. See Integrations Overview for the full guide.
AI Providers
Configure the AI models that power opportunity generation, implementation plans, and the chat assistant. Go to Settings > AI Providers. See AI Providers for details.
Notifications
Configure your personal notification preferences for in-app and email notifications. Go to Settings > Notifications.
Organization vs. personal settings
Some settings apply to the whole organization (like integrations and AI providers), while others are personal (like notification preferences). Organization settings are shared across all team members. Personal settings only affect your account.