# BuildRunKit Settings Overview Sub-section ## **Settings Overview Sub-section**
[![Screenshot 2026-09-16 113352.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-113352.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-113352.png) The **Settings** section manages user profile details, workspace management, security credentials, subscription billing, and module preferences through a dedicated secondary sidebar navigation menu. #### **Settings Menu Navigation** - **Profile**: View and update account credentials, contact information, and security settings. - **Team & Workspace**: Manage workspace settings, team members, and access roles. - **Modules & Features**: Toggle application modules and platform feature settings. - **Billing & Plan**: Manage account subscription plans, view invoices, and update payment methods. - **Personal Brand**: Configure personal branding defaults and assets. - **Notifications**: Set notification preferences and alert triggers. - **CRM**: Manage customer relationship management module settings. - **Projects**: Configure project management defaults and workflows. - **Invoice**: Adjust invoicing templates and billing parameters. - **Preferences**: Set global UI and account localization preferences. #### **Profile Settings** #### **User Settings Card** - **Displayed Fields**: Shows **Display Name** (*Bernadette.F*), **Phone Number** (*+27614958253*), **User Type** (*Founder*), and account creation date under **Member Since** (*Sep 16, 2025*). - **Edit Button**: Blue action button at the top right to update user details. #### **Email Address Card** - **Displayed Email**: Shows current account email (*bernadette.f@buildrunkit.com*). - **Edit Button**: Blue action button at the top right to update the email address (triggers a confirmation link). #### **Change Password Card** - **Password Fields**: Contains input fields for **Current Password**, **New Password**, and **Confirm New Password**. - **Change Password Button**: Blue submission button at the bottom right to apply new login security credentials. ### **Team & Workspace Settings Sub-Section** **[![Screenshot 2026-09-16 113913.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-113913.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-113913.png)** The **Team & Workspace** settings section manages workspace creation, workspace switching, user memberships, and collaborator invitations across team environments. #### **Active Workspace Controls**
- **Active Workspace Header**: Displays current workspace details (*Bernadette.F's Updated Workspace*), owner name (*Bernadette.F*), and creation date (*Sep 16, 2025*). - **Edit Workspace Button**: Opens a modal to update the current workspace title.
[![Screenshot 2026-09-16 114016.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-114016.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-114016.png)
- **Import Workspace Template Button**: Allows importing workspace configurations from a template file. - **Workspace Switcher Dropdown (Top Navigation Bar)**: Click the active workspace pill to search existing teams, view subscription tiers (*All Access*, *Enterprise*), or click **+ Create Team** to set up a shared environment.
[![Screenshot 2026-09-16 114409.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-114409.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-114409.png) **Workspace Directory & Management**
- **+ New Workspace**: Opens the **Create Workspace** modal with three options: - **New Workspace Tab**: Enter a required **Workspace Name \*** (*e.g., Acme Inc Workspace*) and click **Create**. - **From Existing Tab**: Duplicate settings from an active workspace. - **Import File Tab**: Upload workspace configuration files.
[![Screenshot 2026-09-16 114433.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-114433.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-114433.png)
- **All Workspaces Table**: Lists workspaces by **Workspace Name** and **Created At**. - **Row Context Menu (`...`)**: - **Export Template**: Downloads the workspace structure. - **Edit**: Opens the **Edit Workspace** modal to update the name. - **Delete**: Removes the workspace.
**User Management Tab**
- **Manage Workspace Members Table**: Displays active members by **Name**, **Email**, **Role** (*Owner*, *Member*), and **Created At**. - **Search Users**: Filters the member directory by name or email. - **+ Add a Member**: Opens the **Invite a Member** modal to enter an **Email Address** (*collaborator@company.com*), assign a **Role** (*Member*), and click **Send Invitation**.
[![Screenshot 2026-09-16 114111.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-114111.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-114111.png)
- **Member Action (`...`)**: Click to select **Remove User** and revoke workspace access.
[![Screenshot 2026-09-16 113942.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-113942.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-113942.png) **Manage Invitations Tab** **[![Screenshot 2026-09-16 114044.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-114044.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-114044.png)**
- **Search Invitations**: Input field to filter sent invitations. - **Invitations Table**: Lists sent invites by **Email**, **Status** (*Pending*), assigned **Role**, and **Expires At** timestamp. - **Invitation Action (`...`)**: Select **Cancel Invitation** to revoke pending access.
### **Modules & Features Settings Sub-Section** **[![Screenshot 2026-09-16 115717.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-115717.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-115717.png)** The **Modules & Features** settings section enables workspace owners to toggle specific tools and navigation options on or off to customize the active workspace sidebar layout. #### **Available Workspace Modules** - **Journeys (Map Icon)**: Toggle on/off guided paths (*Go into guided journeys*). - **Brands (Storefront Icon)**: Toggle on/off brand kit tools (*Manage your brand kits and identities*). - **Outcomes (Save Icon)**: Toggle on/off generated output storage (*View and organize generated outcomes*). - **CRM (People Icon)**: Toggle on/off contact and sales tools (*Contacts, deals, and pipeline management*). - **Invoices (Dollar Ticket Icon)**: Toggle on/off billing tools (*Create and manage invoices and billing*). - **Projects (Folder Icon)**: Toggle on/off task tracking (*Project management with tasks and milestones*). - **Founder Tools (Wrench Icon)**: Toggle on/off founder startup journeys. - **Strategy Hub (Atom Icon)**: Toggle on/off strategic planning features (*Strategic planning, tasks, and whiteboards*). ### **Billing & Plan Settings Sub-Section** **[![Screenshot 2026-09-16 120221.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-120221.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-120221.png)** The **Billing & Plan** settings section provides visibility into active subscription tiers, core resource limits, usage metrics, and expansion add-ons across the workspace. #### **Plan & Limits Overview** - **Current Plan Banner**: Displays active tier (*All access*) with controls to **Change Plan** or **Manage Subscription**. - **Subscription Limits**: Tracks real-time resource allocation and consumption: - **Team Seats**: Shows active vs. max user seats (*2 / 2*). - **Storage**: Displays file storage usage (*0 / 1 GB*). - **AI Credits**: Tracks monthly AI balance (*0 / 3000 credits*). - **Strategy Hub Usage**: Gauge meters displaying category usage percentages: - **Tasks Boards**: Usage status (*282 of 20 used - 100%*). - **Problems Boards**: Usage status (*57 of 20 used - 100%*). - **Thoughts Boards**: Usage status (*0 of 500 used - 0%*). - **Relationships Boards**: Usage status (*1 of 500 used - 0%*). - **Mind Maps**: Usage status (*1 of 500 used - 0%*). - **Notes**: Usage status (*1 of 500 used - 0%*). #### **Add-ons & Expansions** **[![Screenshot 2026-09-16 120304.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-120304.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-120304.png)** - **Category Filters**: Quick-filter available expansions by tag (*AI & Credits*, *CRM*, *Team*, *Invoicing*, *Projects*, *Storage*, *Strategy Hub*). - **Add-on Marketplace**: - **AI Refill**: Adds 3,000 evergreen AI credits (*$3 one-off*). - **CRM Expansion**: Increases CRM capacity to 5,000 contacts, 1,000 deals, and 4,000 tasks (*$5/mo*). - **Extra Seat**: Adds an additional user seat to the workspace (*$3/mo*). - **Invoice Expansion**: Increases limit to 25,000 invoices per month (*$5/mo*). - **Projects Expansion**: Increases capacity to 2,000 projects, 10,000 milestones, and 25,000 tasks (*$5/mo*). - **Storage Pack (+5GB)**: Expands file storage capacity by 5 GB (*$3/mo*). - **Strategy Hub Expansion**: Increases limits to 20,000 tasks/problems, 2,000 thoughts, 2,000 mind maps, 2,000 relationships, and 2,000 notes (*$5/mo*). #### **Subscription Tiers Comparison Modal** **[![Screenshot 2026-09-16 120343.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-120343.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-120343.png)** - **Billing Toggle**: Switch between **Monthly** and **Yearly** billing cycles. - **Tier Options**: - **Free**: $0/mo for individual essentials (1 User, 1 Workspace, 500 AI credits, 100 MB storage). - **All Access (Recommended)**: $11.99/mo ($119.99/year) including 2 Users, 3,000 AI credits/mo, 1 GB storage, full Journeys, and expanded CRM/Project limits. - **Enterprise**: $39.99/mo ($399.99/year) including 5 Users, 10,000 AI credits/mo, 25 GB storage, 20,000 contacts, and 5x Strategy Hub limits. - **Custom**: Contact Sales for enterprise onboarding, dedicated support, and custom limits. ### **Personal Brand Settings Sub-Section** **[![Screenshot 2026-09-16 120744.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-120744.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-120744.png)** The **Personal Brand** settings section configures core messaging, target demographics, tone of voice, and professional attributes used across platform-generated content and journeys. **Identity & Positioning** - **Personal Brand Label**: Text input defining the brand title (*e.g., Test Personal Brand for QA*). - **Mission Statement**: Multiline text area defining overall purpose (*e.g., To systematically test the BuildRunKit Founder Journey for quality assurance and bug reporting.*). - **Target Audience**: Text input specifying primary demographic targets (*e.g., Product managers and developers of the BuildRunKit platform.*). **Brand Voice Configuration** - **Preset Voice Options**: Selectable tone tiles to define content style: - **Friendly**: Casual and approachable tone. - **Professional**: Formal and authoritative tone. - **Innovative**: Creative and forward-thinking tone. - **Luxurious**: High-end and exclusive tone. - **Playful**: Fun and light-hearted tone. - **Custom Voice Input**: Field to type custom tone descriptors (*e.g., Professional yet approachable*) and click **Add**. **Core Attributes & Expertise** **[![Screenshot 2026-09-16 121002.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-121002.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-121002.png)** - **Your Strengths**: Selectable badges (*Leadership*, *Communication*, *Problem Solving*, *Adaptability*, *Creativity*, *Teamwork*, *Analytical Thinking*, *Time Management*, *Technical Skills*, *Customer Focus*, *Strategic Planning*, *Negotiation*). Includes custom input to type a strength and click **Add**. - **Your Skills**: Selectable badges (*Project Management*, *Software Development*, *UI/UX Design*, *Data Analysis*, *Marketing*, *Sales*, *Customer Support*, *Content Creation*, *SEO*, *Social Media Management*, *Business Development*, *Financial Management*). Includes custom input to type a skill and click **Add**. - **Your Values**: Selectable badges (*Innovation*, *Integrity*, *Excellence*, *Collaboration*, *Sustainability*, *Transparency*, *Creativity*, *Empathy*, *Resilience*, *Accountability*, *Passion*, *Diversity*). Includes custom input to type a value and click **Add**. - **Your Experience**: Selectable badges (*Leadership*, *Project Management*, *Customer Service*, *Conflict Resolution*, *Team Collaboration*, *Sales and Marketing*, *Technical Support*, *Data Analysis*, *Software Development*, *UI/UX Design*, *Content Creation*, *Financial Management*). Includes custom input to type experience and click **Add**. - **Save Button**: Saves all profile configurations to the active workspace. ### **Notifications Settings Sub-Section** **[![Screenshot 2026-09-16 121608.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-121608.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-121608.png)** The **Notifications** settings section allows users to configure delivery email destinations, toggle system email preferences, and set advance notice lead times for upcoming tasks, milestones, deals, and invoice deadlines. #### **Notification Delivery & Email Preferences** - **Notification Email**: Input field to set the email address where notifications are sent (*defaults to registered account email*). - **Daily Email Digest**: Toggle on/off to receive a single daily email summarizing unread notifications. - **Marketing & Promotions**: Toggle on/off for newsletters, special offers, and promotional updates. - **Feature Announcements**: Toggle on/off for new modules, product updates, and platform improvements. #### **Reminder Lead Times** - **Strategy Hub Task**: Numeric field for advance warning days before a strategy hub task is due (*e.g., 3 days*). - **Strategy Hub Problem**: Numeric field for advance warning days before a strategy hub problem is due (*e.g., 3 days*). - **CRM Task**: Numeric field for advance warning days before a CRM task is due (*e.g., 1 day*). - **CRM Deal Close**: Numeric field for advance warning days before a deal's close date (*e.g., 3 days*). - **Invoice**: Numeric field for advance warning days before an invoice is due (*e.g., 2 days*). - **Project Task**: Numeric field for advance warning days before a project task is due (*e.g., 1 day*). - **Milestone**: Numeric field for advance warning days before a project milestone deadline (*e.g., 7 days*). - **Project Due Date**: Numeric field for advance warning days before a project's final deadline (*e.g., 3 days*). - **Save Button**: Updates and saves all notification settings. ### **CRM Settings Sub-Section** **[![Screenshot 2026-09-16 122319.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-122319.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-122319.png)** The **CRM Settings** section under **Settings** allows workspace owners to configure deals, tags, sales pipelines, webforms, custom fields, and data import/export rules. #### **CRM Settings Tabs** - **Deals**: Customizes deal terminology, presets, singular/plural naming, display icons, and presents a **Live UI Preview** before saving changes. - **Tags**: Manages category tags for filtering CRM records. - **Pipeline**: Configures custom sales pipeline stages and progress workflows. - **Webform**: Sets up lead capture forms for embedding or sharing. - **Custom Fields**: Adds tailored data fields across contacts and deal profiles. - **Import / Export**: Handles bulk CSV data backups and lead imports. - **Detailed Module Guide**: For full step-by-step instructions and deeper breakdowns of each tab, see the **BuildRunKit CRM > CRM Settings** section of this user guide. ### **Projects Settings Sub-Section** **[![Screenshot 2026-09-16 122449.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-122449.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-122449.png)** The **Projects Settings** section allows workspace owners to manage project configurations, data backups, and CSV file migrations. #### **Projects Import & Export Controls** - **Export Projects Data**: Downloads selected project items to CSV files archived in a ZIP folder. - **Export Options**: Select or deselect specific categories including **Projects**, **Milestones**, **Tasks**, and **Activities**. - **Exporting Button**: Initiates the export package generation. - **Import Data**: Allows importing external project structures, milestones, and tasks via CSV uploads. - **Upload Files Button**: Opens the file picker to upload external CSV files into the workspace. - **Detailed Module Guide**: For full step-by-step instructions and deeper breakdowns of project configurations, see the **BuildRunKit Projects > Projects Settings** section of this user guide. ### **Invoice Settings Sub-Section** **[![Screenshot 2026-09-16 122623.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-122623.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-122623.png)** The **Invoice Settings** section allows workspace owners to manage billing entities, invoice display parameters, default currencies, and financial settings. #### **Invoice Settings Tabs** - **Company**: Configures basic branding and sender details displayed under the "Bill From" section on outgoing invoices and statements. - **Logo**: Click **Select Image** to upload a company logo (*Max size: 5MB; Formats: JPG, PNG, GIF, WebP*). - **Company Name**: Input field for the business name (*e.g., My Company*). - **Address Fields**: Form fields for **Street**, **Number**, **ZIP Code**, **City**, **State**, and **Country**. - **Save Button**: Stores company identity and location updates. - **Invoices**: Controls default payment terms, invoice prefixing, numbering sequences, and notes. - **Finances**: Manages accepted payment gateways, tax percentages, and default currency formats. - **Import / Export**: Handles invoice history backups and CSV data migrations. - **Detailed Module Guide**: For full step-by-step instructions and detailed explanations of all invoice options, see the **BuildRunKit Invoice > Invoice Settings** section of this user guide. ### **Preferences Settings Sub-Section** **[![Screenshot 2026-09-16 122946.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-16-122946.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-16-122946.png)** The **Preferences** section allows users to customize overall application language, visual themes, and global interface options. #### **Interface Preferences** - **Language Selection**: Radio options to choose the preferred application interface language: - **English**: Sets the interface language to English. - **Español**: Sets the interface language to Spanish (*Usar la interfaz en español*). - **Theme Selection**: Radio options to switch the visual appearance across the entire platform: - **Light**: Applies a bright interface with a light background. - **Dark**: Applies a dark interface with a dark background.