Settings (User Guide)

The workspace settings area — five connected pages for your profile, the site, permissions, billing, and email. They share one shell: a profile header with tabs along the bottom and a helper panel on the right.

Getting around Settings

Where to find it: Settings → Settings. Routes are under /settings*.

All five pages share the same frame: a profile header card at the top (with an avatar you can update) and a row of tabs — Profile, Site, Permissions, Payment, Mail — for switching between them. A Save changes button sits in the page header, and a helper panel on the right shows a plan snapshot and help links.

How to use it: pick a tab, make your changes, and click Save changes — a toast confirms. (In the template, settings are presentational: they update on screen but aren't persisted to a server yet.)

Profile

What it is: your personal account details.

Where to find it: Settings → Settings → Profile. Route: /settings/profile.

How to use it: edit your personal information and social links, upload an avatar, and change your password.

Site settings

What it is: general workspace configuration.

Where to find it: Settings → Settings → Site Settings. Route: /settings.

How to use it

1. Set general details and upload a logo.
2. Choose regional options (language, timezone, formats).
3. Adjust appearance (theme) and toggle feature switches.
4. Use the danger zone for destructive actions — these ask for confirmation in a dialog.

Permissions

What it is: roles and who can do what.

Where to find it: Settings → Settings → Permissions. Route: /settings/permissions.

How to use it

1. Review the role cards and the permission matrix (tick which roles can do each action; the Owner column is locked on).
2. Manage the team list — change a member's role with the dropdown.
3. Invite a new member via the invite dialog.

Payment

What it is: your plan, usage, saved cards, and billing history.

Where to find it: Settings → Settings → Payment. Route: /settings/payment.

How to use it

1. See your current plan and switch the billing cycle (monthly/yearly).
2. Check usage tiles.
3. Manage saved cards (shown as realistic card faces) and add a card via the dialog.
4. Review billing history in the table.

Mail

What it is: email-sending configuration.

Where to find it: Settings → Settings → Mail. Route: /settings/mail.

How to use it

1. Pick a provider with the segmented control.
2. Enter the SMTP or API configuration.
3. Send a test to confirm it works.

Tips

• Every change is confirmed with a Save changes toast so you know it registered.
• The avatar and identity in the profile header are shared with your header profile menu and presence.
• Developers: the full breakdown (shared shell, right rail, card faces, the permission matrix) is in the Settings Hub guide.

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