User Profile & Settings

The Settings area allows you to manage your personal information, account security, and how the interface appears to you.

Under the User Settings tab, you can view and update your primary account details:

Profile Details: This section allows you to manage your identity. You can enter and update your First Name, Last Name, Email, and Phone number in the provided text fields.
Bio: Use the larger text area to add a brief professional summary or description to your profile.
Save Changes: Click the brown Save Changes button at the bottom right to finalize any updates to your personal information.

You can manage your account access and protection through the Security menu:

You can customize the look of your workspace through the Appearance menu to match your working environment.

Theme Selection Adjust the visual style of the application:

Light: A bright interface with a light-colored background.
Dark: A high-contrast interface with a dark background, ideal for low-light environments.
System: Automatically syncs the interface theme with your device's operating system settings.
Update Theme: Click the brown Update Theme button to apply your chosen visual style.

Workspace Management

The Workspace settings allow you to control the environments you belong to, manage your team, and update workspace identities.

This tab provides an overview of every workspace your account is currently associated with.

Status & Plans: You can see the name of each workspace and its current subscription plan (e.g., "Custom" or "Enterprise").
Leaving a Workspace: By clicking the three dots (actions menu) next to a workspace, you can select Exit to remove yourself from that environment.

This is where you manage the primary identity of your current business environment.

Changing the Name: Use the Edit Workspace section to update the display name of the workspace.
Save Changes: Ensure you click the brown Save Changes button after renaming to apply the update across the suite.

Control who has access to your workspace in this section.

Member List: View all users, their email addresses, and their assigned roles (e.g., Owner).
Invite Members: Click the + Invite member button at the top right to add a new person to the team via email.
Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.