Settings map
Settings is where the knobs live. There are eleven pages in four groups, and you only see the ones your role can open. This is the map. The detail lives in each area’s own article.
Before you start
Section titled “Before you start”- Workspace settings is at the bottom of the workspace sidebar. Admins and the Owner land on General; Members land on Members.
- Preferences is also in the account menu (your name, bottom of the sidebar). Account sits beside it under Personal.
⌘KorCtrl+Kfinds any page you can open: type “billing”, “agents” or “labels” and press Enter. More in Find your way.- Each workspace page shows your role in its heading: Owner access, Admin access or Member access.
Personal
Section titled “Personal”Yours alone. They follow you across every workspace.
| Page | What it’s for | Who sees it |
|---|---|---|
| Preferences | Appearance (light, system or dark), Notifications, Show sidebar counts, and Snooze timezone. | Everyone |
| Account | Connected account and your avatar, Your plan and billing, Privacy (product analytics sharing), and Delete account in the Danger zone. | Everyone |
Appearance and sidebar counts are saved in this browser. The snooze timezone is saved in this browser for your account. Details: Notifications, Snooze, Account, export and deletion, Plans and billing.
Workspace
Section titled “Workspace”The workspace itself: its face, its people, its limits.
| Page | What it’s for | Who sees it |
|---|---|---|
| General | Identity: name, description, icon and built-in appearance. Identity history records who changed what. The Danger zone holds Export workspace and, for the Owner, Delete workspace. | Admin, Owner |
| Members | People, Departed members’ work, Invitations, then Ownership and Leave workspace in the Danger zone. | Everyone. Members see people and their own Leave. |
| Plan | The workspace’s receipt: humans, agent connections, images and, for the Owner, owned workspaces, each against its limit. | Everyone. Read-only for Admins and Members. |
More: Members and invitations, Plans and billing, Account, export and deletion.
Workspace identity
Section titled “Workspace identity”Under General › Identity, set a Workspace name (1 to 100 characters), an optional Description (up to 280), a Workspace icon image (PNG, JPEG or WebP) and a Built-in appearance: the icon and color shown when there’s no image. Press Save workspace. Everyone in the workspace sees the result.
The workspace’s address is built from its name plus a short code, like /acme-studio-k3m4x2qwer. Only the short code finds the workspace, so renaming changes the readable part without breaking old links.
How work moves, gets named and gets scheduled.
| Page | What it’s for | Who sees it |
|---|---|---|
| Workflow | Stages (your statuses) and Sizing (T-shirt, Fibonacci or off), plus the change history. | Admin, Owner |
| Labels & views | Labels, Member access for shared labels and views, a link to Saved views, and settings history. | Admin, Owner. Members too, once Member access is on. |
| Cycles | Schedule, Adjust dates together, calendar history, and Pause cycles or Disable cycles in the Danger zone. | Admin, Owner |
| Planning calendar | Period boundaries: where each planning period starts. | Admin, Owner |
More: Status, Refined and Blocked, Labels, sizes and priority, Views and filters, Cycles, Roadmap.
Agents
Section titled “Agents”What reaches into the workspace, and what it’s told.
| Page | What it’s for | Who sees it |
|---|---|---|
| Agents | Named agents (identities you assign work to), Access (OAuth connections and agent keys), and the steps to connect another agent. With nothing connected yet, the connect steps come first. | Everyone. Members see and revoke only their own access. |
| Playbook | Agent permissions, Agent prompts and Workspace defaults. | Admin, Owner. Agent permissions and workspace defaults belong to the Owner. |
More: Connect an agent, Agent keys, Named agents, Playbook.
The Danger zone
Section titled “The Danger zone”Anything destructive sits in one Danger zone at the bottom of its page, after the everyday settings. Four pages have one:
- Account: Delete account.
- General: Export workspace and Delete workspace.
- Members: Ownership and Leave workspace.
- Cycles: Pause cycles and Disable cycles.
Export isn’t destructive. It lives there because it goes with the exits: take your data, then decide whether to leave.
What you should see
Section titled “What you should see”A sidebar with Personal, then Workspace, Work and Agents, showing only the pages your role can open. A group with nothing you can open disappears entirely.
If it goes sideways
Section titled “If it goes sideways”- “This section is unavailable with your current access. Your drafts are kept.” That page needs an Admin or the Owner. Ask one, or check your role in Who can do what.
- Labels & views is missing. You’re a Member and member access is off. An Admin or the Owner can switch it on under Labels & views › Member access.
- General is missing. Members can’t open it. The workspace name and icon are an Admin’s job.
- An old bookmark to a settings page still works. That’s on purpose. Older addresses redirect to the page’s current home.
- A preference didn’t follow you to another browser. Appearance, sidebar counts and the snooze timezone are saved per browser. Set them again there.