Settings Overview
Configure your organization and personal preferences
Access settings from Settings in the sidebar or the user menu.
Settings Structure
Settings are organized into sections:
Organization Settings
Configuration for your entire organization:
- General — Organization name, logo, timezone
- Members — Team member management
- Roles & Permissions — Access control
- Security — 2FA enforcement, session settings
- Billing — Subscription and payments
- Currencies — Multi-currency support
- Invoicing — Invoice configuration
- Costs — Cost tracking settings
- AI — AI usage and budgets
- File Uploads — Storage limits
CRM Settings
Sales and customer management:
- Deal Stages — Sales pipeline configuration
- Lead Stages — Lead qualification stages
- Project Stages — Project workflow stages
- Lead Temperatures — Lead scoring categories
Integrations
External service connections:
- Email — Email account integration
- Workflows — n8n automation
- Git Providers — GitHub, GitLab, Bitbucket
Personal Settings
Your individual preferences:
- General — Profile and preferences
- Security — Password and 2FA
- Billing — Personal subscription (if applicable)
- Danger Zone — Account deletion
Permissions
Access to settings depends on your role:
- Owner — Full access to all settings
- Admin — Organization and CRM settings
- Member — Personal settings only
See Roles & Permissions for details.