Settings
Users & roles, company branding, email, onboarding and billing.
What it is
Settings is where admins configure the workspace.
Sections
- Users — invite, suspend, set expiry, change roles, reset passwords.
- Roles — the permission matrix per role.
- Company — branding (logo, address) used on documents.
- Email — sending provider (Resend/SMTP) and IMAP inbox sync.
- Onboarding — the per-role welcome email templates and this documentation URL.
- Billing, AI Settings, Approval Rules, Integrations and Audit Logs.