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