Skip to Content
GuidesSettings

Settings

Manage your profile, team permissions, and workspace preferences.

Profile settings

Update your personal information, profile photo, and contact details from Settings → Profile.

Team management

Admins can manage team members under Settings → Team:

  • Invite new members
  • Assign roles (Admin, Member, Viewer)
  • Remove or deactivate accounts

Workspace preferences

Configure workspace-level settings including:

  • Company branding and logo
  • Default pipeline stages
  • Data export options
  • Integration connections
Last updated on