Open Settings
Click Settings at the bottom of the left sidebar. To go straight to your profile, click your name below it. Settings opens as a window over the app, with tabs down the side in four groups: Account, Workspace, Advanced, and Danger Zone on its own at the bottom. Account tabs are about you. The rest are about the workspace you’re in, so switch workspace first if you want to change a different one.Who sees which tabs
Seeing a tab doesn’t always mean you can change everything on it. The sections below say who can change what.
Account
Profile
Your name, photo, email, sign-in method, password and theme (Light, Dark or System), plus Delete account and Sign out. Everyone sees it. See Profile and sign-in.Notifications
Browser alerts and the topics that can interrupt you in this browser (Assistant, Workspace activity, Product news), and the emails you get (Missed activity, Product news). Everyone sees it. See Notifications.Workspace
General
The workspace’s Name and Description, how many Members it has, Storage used, when it was Created, and its Workspace ID. Owners and admins can edit the name and description. Members can see them.Members
Invite people, change roles, remove people and transfer ownership. Shows Pending invites separately. Only in team workspaces. Owners, admins and members see it; owners and admins manage it. See Members and roles.Billing
Plan, Status, renewal or trial end date, Seats, Billing email, and Manage subscription (team workspaces) or View plans (personal workspace). Owner only. See Plans & Pricing.Usage
Meters for Assistant tasks this month, Workflow files this period, Folder organizes this month and Storage, with when each resets. Owners, admins and members see it. Only the owner can buy more workflow files here. See Usage and limits.Workflows
A summary of the workspace’s workflows, with Open workflows to go to the Workflows page. Owners and admins also get New workflow. Members see that workflows are set up by admins. See Workflows.Integrations
Connections in two groups: Email and messaging (Gmail, Outlook, Slack, Microsoft Teams) and Cloud storage (Google Drive, OneDrive, SharePoint, Dropbox). Owners, admins and members see it. Connecting accounts needs a plan that includes them, and only owners and admins can connect Slack or Microsoft Teams. See Google Drive, OneDrive, Dropbox, Email, Slack and Microsoft Teams.Auto Organization
Explains that automatic filing on upload has been replaced by workflows, and helps you build a workflow from your old instructions with Build a workflow from these instructions or Build the workflow for me. Owners and admins. See Workflows.Agent
Everyone who sees it gets:- What the agent can see: the files and connected storage the agent can work in
- What the agent can do elsewhere: tools from MCP servers you connect
- What the agent remembers: short notes every request starts with
Activity Log
Recent actions in this workspace. Owners and admins.File Requests
Create and track requests that collect files from anyone with a link. Owners, admins and members. See File requests.Signatures
Track documents you’ve sent for signing. Owners, admins and members. See E-Sign.Signing Templates
Reusable field layouts for documents you send for signature often. You save a template from a completed envelope. Owners, admins and members. See E-Sign.Advanced
MCP
The Server URL to add to Claude, ChatGPT, Cursor and other MCP-compatible tools, so they can reach your workspace. Owners, admins and members. See MCP server.Email Blocklist
Block email addresses or domains for every email and messaging connection in the workspace. Includes Allow members to manage their own blocked senders. Owners and admins. See Email.Import History
Files brought in by historical imports from email and messaging accounts. Owners and admins.Danger Zone
Only the owner of a team workspace sees this tab. A personal workspace has no Danger Zone.What’s next?
Interface Overview
Find your way around the app.
Members and roles
What each role can do.