Settings

A tour of the Settings page: profile, usage, sign in, billing, connectors, and notifications.

Settings lives at the bottom of the sidebar. Six tabs, left to right:

  • Profile. Your name and avatar, shown to you and used in greetings.
  • Usage. Your credit balance and where this month's credits went.
  • Authentication. Email, password, and sign in security.
  • Billing. Plans, checkout, and the Stripe portal. Covered in Plans and billing.
  • Connectors. The same connections as the Connectors page, in settings form.
  • Notifications. What reaches you, and where.

Notifications

Three channels, each opt in:

  • Email, with separate toggles for workflow failures, workflow successes, connection issues, and billing updates. Failures on, successes off is the popular arrangement.
  • Desktop, browser notifications for the moments that matter while you're working on something else.
  • Mobile push, for the phone.

Light and dark

Theme lives in the profile menu at the bottom of the sidebar, not in Settings: click your name and pick Light or Dark.

Tip

Per employee configuration, like autonomy and limits, lives with the employee under Employee settings, not here.

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