Users, access & workspace settings

Workspace details, branding, team, roles, Apps and where every setting lives.

Workspace settings

Where every setting lives: workspace, branding, team, Apps, Sales, Support, email, automation, data import and billing.

See which Apps your workspace has, what each status means, and how to add, try or remove an App from Settings.

What each role can see and change, including the Support roles, and what to do when someone cannot see a record.

Add the information your team tracks, and design how each record page looks, without code.

Your plan, your trial or Early Access, and what extra users and Apps cost.