Settings is the control center for how your workspace operates. Its search, grouped navigation, and recently viewed shortcuts help you reach the right configuration without memorizing where everything lives.
Use the three settings groups
Work contains reusable templates, workflow automations, project configuration, sales stages, and custom fields.
Workspace contains communications, client portal, integrations, business details, teammates, and shared preferences.
Account contains data transfer, your personal profile, and the workspace's Moxie subscription.
Settings home explains each destination before you open it and keeps recently visited areas close.
Search by the thing you want to change
Use Search settings for terms such as “task status,” “sender account,” “invoice reminder,” or “Stripe.” Results deep-link to the applicable page or tab. You can also find settings from Universal Search by pressing Command + K on a Mac or Ctrl + K on Windows.
Understand access
Settings reflects your workspace role. Owner-only destinations, such as workspace identity, billing, and complete data export, are unavailable to people who cannot safely make those changes. Restricted members and collaborators do not receive workspace-administration access.
Follow specialized guides
Communication configuration is covered in Inbox & communications. Portal configuration has its own Client portal guide. Apps, payment providers, and developer tools are covered separately so their provider-specific details remain easy to find.
Continue exploring Settings & administration