Comprehensive settings management for profiles, users, integrations, audit, and billing.
Accessing Settings
Click avatar (top-right) > "Settings"
Settings Tabs
Profile
Personal information:
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Full name, job title, department
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Email (view only)
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Phone number (optional)
Notification preferences:
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Email notifications (on/off)
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In-app notifications (on/off)
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Specific notification types
Password: Change via "Change Password" button
Users
Owner/Admin only
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View all organisation users
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Invite new users
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Edit user roles
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Deactivate/activate users
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Delete users (Owner only)
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View permission matrix
Integrations
Available integrations:
Google Drive:
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Connection status
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Sync settings
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Folder selection
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Disconnect option
Slack:
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Connection status
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Channel selection
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Notification settings
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Disconnect option
Chrome Extension:
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Installation status
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Configuration
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Permission management
Audit Logs
Owner/Admin only
View all platform activity:
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User actions (login, logout, edits)
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Document operations (upload, delete)
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Playbook changes (create, edit, publish)
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Guardrail triggers
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Admin actions
Filters:
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Date range
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Action type
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Resource type
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Specific user
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Search text
Export: Download CSV for compliance/analysis
Billing
Owner/Admin view, Owner edit
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Current plan and pricing
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Usage metrics (users, storage, AI queries)
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Billing history
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Payment method
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Upgrade/downgrade options
Language
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Select interface language
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Changes take effect immediately
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Available languages: English, [others if supported]
Related: User management | organisation management