WORKSPACE & ACCOUNT

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.

Was this guide helpful?

If something is still unclear, tell us where you got stuck.

Contact support