Settings
Open Settings from the gear icon in the app sidebar. The settings sidebar is split in two: settings about you at the top, and settings for the whole workspace below. Click Back to app to return to where you were.
Your own settings
Section titled “Your own settings”Every member can open and change these, whatever their role.
- Profile — your name, title, photo, password, two-factor authentication, and your personal connections (calendar, Slack or Teams, WhatsApp alerts, send-as email).
- My Shadow — your Shadow’s name, your daily digest, and your standing instructions.
- Notifications — which events reach you, and on which channels.
Workspace settings
Section titled “Workspace settings”| Page | What it controls | Who can edit |
|---|---|---|
| Company | Identity, brand, go-to-market, trust center, revenue goals | Admin |
| Integrations | CRM, Slack, Microsoft Teams | Admin and Manager (page hidden from Sales Reps and Viewers) |
| Deal flow | Pipelines, stages, audience rules, stakeholder matrix | Admin |
| Space templates | The starting layout of each Buyer Space | Admin |
| Products | Your catalogue, plus each product’s price book and promotions | Admin |
| Payment & Pricing | Payment methods, terms, billing entities | Admin (billing entities: Admin and Manager) |
| Partners | Compliance partner and partner recommendations | Admin |
| Team | Members, roles, teams, extended team, approval ladder | Admin |
| Languages | Languages your Shadow may use | Admin |
| Emails | Sending identity, signature and footer, message templates | Admin (message templates: Admin and Manager) |
Anyone who can open a workspace page but can’t edit it sees the same page read-only, with the fields locked.