Settings Overview

Overview

Settings allow you to configure your profile, organization, team, and integrations. Access settings to customize the platform to your needs.

Accessing Settings

From Navigation

1. Profile Menu: Click your profile icon/name in top right
2. Select Settings: Click "Settings" option
3. Settings Page: Opens settings interface

Direct Navigation

• Navigate to /settings in your browser
• Access specific settings sections directly
• Use Command Palette (⌘ K) to search for settings

Settings Categories

Profile Settings

Manage your personal information:

• Personal Information: Name, email, contact info
• Preferences: Display preferences, notifications
• Password: Change password
• Account Settings: Account-related settings

Availability

Set your working schedule:

• Working Hours: Set your availability
• Days Off: Mark days unavailable
• Recurring Schedule: Set recurring availability
• Calendar View: View your availability calendar

Organization Settings

Configure organization (Admin):

• Organization Information: Name, details
• Organization Settings: Organization-wide settings
• Billing: Billing information
• Preferences: Organization preferences

Team Management

Manage team members (Admin):

• Team Members: View and manage team
• Roles: Assign roles and permissions
• Invitations: Invite new members
• Permissions: Manage access permissions

Integrations

Configure external integrations (Admin):

• Data Sources: Configure data sources
• Destinations: Configure data destinations
• Integration Mappings: Map data fields
• Connection Settings: Connection details

Settings Navigation

Sidebar Menu

Settings use a sidebar navigation:

• Profile: Personal settings
• Availability: Schedule settings
• Organization: Organization settings (Admin)
• Team: Team management (Admin)
• Integrations: Integration configuration (Admin)

Active Section

• Highlighted: Current section highlighted
• Sub-sections: Some sections have sub-sections
• Breadcrumbs: Shows current location

Best Practices

Regular Updates

• Keep Current: Update settings as needed
• Review Regularly: Review settings periodically
• Document Changes: Note important changes
• Team Coordination: Coordinate with team for organization settings

Configuration

• Complete Setup: Complete all required settings
• Test Changes: Test changes before finalizing
• Backup Settings: Document important settings
• Seek Help: Use Onboarding Assistant for guidance

Related Topics

• Profile Settings - Personal settings
• Organization Settings - Organization configuration
• Integrations - Integration setup