Settings

Settings is the workspace control panel: people, branding, billing, portal, reports and integrations.

Open Settings from the main nav. Each card is one topic.

Workspace-wide choices live here. Project-specific choices (status, portal invites, commercial) live on the project.

Viewers can open some pages but cannot change members, billing or integrations.

Examples

  • First day

    Upload the logo and set the subdomain under Workspace. Invite the team under Members. Choose a plan under Billing when the trial ends.

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The assistant uses this guide only. It cannot see your projects.