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Settings overview

Settings is where you configure your workspace and control who can access it. You’ll find it at the bottom of the sidebar.

  • Organization — your workspace’s core details.
  • Users, teams & roles — invite people and control their access.
  • Billing & plans — your subscription and usage.
  • Features — turn optional capabilities on or off for your workspace.
  • API keys — programmatic access to your workspace.
  • Integrations — connect CRM, webhooks, Google Sheets, and automation tools.
  • Compliance — data and privacy controls.
  • Audit log — a record of important actions.
  • Data export — export your workspace data.