For the complete documentation index, see llms.txt. This page is also available as Markdown.

Platform Settings

The Platform Settings section is the central place for managing both personal and organizational preferences, as well as configuring workspaces. From here, users can update their own account details, while administrators can control organization-wide settings and integrations.

Accessing the Settings Page

To access the Settings Page:

  1. Click the gear icon in the application sidebar on the left.

  2. The Settings Page will open, displaying its own navigation sidebar.

User Settings

These settings apply to your personal account.

Organization Settings

These settings are available to administrators and affect all members of the organization.

  • General - Configure organization-level details.

  • Users - Invite, remove, and manage user roles.

  • Integrations - Connect third-party services and manage organization-wide integrations.

  • Subscription – View the details of your subscription plan.

Workspaces

Workspaces provide a flexible way to organize teams, projects, and data within Platform.

  • Overview - Manage multiple workspaces to keep projects organized.

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