Workspace
Settings
Configure your workspace — system, data structure, members, integrations, automations, and more.
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Configure and manage your workspace
The Settings section brings together all the tools to build and adjust how your workspace operates. This is where you define the data structure, manage members, connect integrations, and configure automations.
In the side menu, the Settings section is organized into:
- Overview — panel with workspace information and shortcuts to the most used settings. See Overview.
- System — general settings such as name, language, calendar, notifications, dictionaries, and workspace billing. See System.
- Structure — creation and management of categories, lists, and Spaceflows. See Structure.
- Member Management — invitations, licenses, roles, and member groups. See Member Management.
- Interface — custom menus, screens, and use cases. See Interface.
- Emails — sending history, email templates, and inboxes. See Emails.
- Integrations — native connections with external tools. See Integrations.
- AI Agents — creation of custom intelligent assistants. See AI Agents.
- Logs — execution and audit records. See Logs.
- Credentials — access keys for custom integrations. See Credentials.
Members with Standard and Viewer licenses can view the Overview screen, but do not have access to the other settings and cannot interact with quick actions. To understand license types, see the Members documentation.