Settings: workspace, Connections, billing, notifications, and integrations

Last verified 2026-07-23

Where: Settings

Workspace and Users

Update workspace identity and defaults only from an authorized admin session. Invite Users, assign roles, and attach Connections to the correct paid Seat instead of sharing one login.

Connections

Connect or reconnect a mailbox or LinkedIn account, check its status, and assign it to the Seat that will use it. A disconnected Connection blocks provider-backed work rather than pretending it ran.

Billing and Koins

Review the current plan, paid Seats, add-ons, Koin balance, grants, and charges before starting a checkout. Payment-provider checkout is not available yet, and no real charge is made.

Notifications

Choose the available workspace and browser notification preferences from the Notifications tab. Browser permission is controlled by the browser as well as the workspace setting.

Integrations and API access

Use Settings integrations for approved API keys, outgoing webhooks, Zapier delivery, Slack, and delivery history. Secrets are shown only at creation where supported; store them safely. Replay only a definitely rejected delivery, and reconcile an uncertain result first.

Support viewing can inspect approved settings but cannot perform billing, credential, Connection, membership, or integration mutations that the screen marks read only.
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