Manage profile and workspace settings
Update identity, workspace details, general options, integrations, and account controls.
By SoWhatHQ 8 min read
01
Settings tabs
- Profile: your personal name and account details.
- Notifications: personal and workspace delivery preferences.
- General: workspace identity and general behavior.
- Members: invitations, people, and roles.
- Integrations: Slack, Teams, HubSpot, and available connection controls.
- API Keys: create and revoke read-only credentials for approved internal tools.
- Billing: plan and subscription management.
02
Data and account controls
Use export controls to retrieve supported workspace data. Danger-zone actions can remove a company or account data and should be limited to authorized owners. Read every confirmation carefully; destructive operations may not be reversible.
03
Positioning lives separately
Positioning is a top-level dashboard area rather than a Settings tab because it is an active strategic system used by analysis, messaging, and battlecards—not static account configuration.