Settings and roles
Who can do what in your workspace and the settings an admin keeps: your people, your company details, your documents, notifications, integrations and billing.
- The settings sectionsKnow where Settings opens, what each section holds and who can open it.
- Users and rolesInvite your people, give each the role their job needs and change or remove access when it changes.
- Your profileSet your name, photo, email address, password and theme.
- Organisation and documentsKeep the company details, brand, numbering and terms that every quote and order carries.
- NotificationsChoose what your team is emailed about and what your customers are sent, kind by kind.
- IntegrationsFind where keys, webhooks, inbound endpoints and customer connections are created and where a Claude connection is revoked.
- BillingSee what your workspace pays, the card it is paid with and every invoice.