Settings overview

What Settings is for

Settings is where you configure everything that is not part of day-to-day content work: your site's Knowledge and connectors shortcuts, your workspace's billing and team, and your personal account preferences. Settings is organized in three levels.

What you can do

• Jump to any settings section directly from the sidebar or the user menu.
• Manage project-level configuration for the site you currently have open.
• Manage workspace-level billing, invoices, subscriptions, payment methods and team.
• Manage your personal account information, password, and preferences.

Opening Settings

1. Click Settings in the sidebar menu while a site is open, or open the user menu and choose Your account or Settings.
2. Settings loads with a default section; use the menu inside the page to switch sections.

Project-level sections (require an open site)

Workspace-level sections (team)

Account-level sections (you, personally)

Step by step: changing a setting

1. Open Settings.
2. Pick the section you need from the in-page navigation (project, workspace, or account).
3. Wait for the section to load its current data.
4. Make your change.
5. Click Save to apply it; billing actions instead open the Stripe portal in a new tab.

Tips

• If you can't find a setting, check whether it lives at project level (you need a site open) versus workspace or account level.
• Billing-related actions open a secure external page (the Stripe customer portal); you may need to allow pop-ups.
• Settings for one site do not affect other sites in the same workspace, except for workspace-level sections like Team and Billing.

Common problems

Related pages

• Account & preferences
• Billing & invoices
• Workspaces & team management
• Subscription & trial
• Knowledge / Data sources
• Connectors overview