Configure your settings
Settings holds your profile, your workspace configuration, and the rules your AI team operates under. Open it from your avatar menu in the top right.
What you see depends on your role. Client Admins get the workspace-level tabs; everyone else sees the personal ones.
Team rules, the one worth reading#
Team rules is where you set what your team checks with you about before it acts. It is the single most consequential setting in the platform, because it decides how much your AI team does on its own.
The defaults are cautious. Anything that spends money, sends something outward, or deletes data asks you first, and the request lands in Inbox.
From your avatar menu, then the Team rules tab.
Each rule is a plain sentence about a category of action, not a permission matrix.
If you are approving the same routine thing every day, that is the rule to relax.
The decisions ledger in Inbox is how you audit what changed after you loosened a rule.
Tighten first, loosen with evidence. Starting cautious and relaxing rules once you have seen a category of work done correctly is a better path than starting open and reacting to a surprise.
The other tabs#
| Tab | What it holds |
|---|---|
| Profile | Your name, avatar, theme, density, and keyboard preferences |
| Password and sign-in | Credentials and session security. See Login and security |
| Connections | The systems your team can reach, described as what it can do rather than which API it calls |
| Notifications | What reaches you, and how. See Notifications |
| Trust and security | Data handling controls and the audit surface |
| Data and account | Export and account closure |
| Feedback | Send your FDE a note about the platform itself |
| What’s new | The release log for your workspace |
| Workspace | Workspace name, branding and defaults. Client Admin only |
Connections#
Connections is worth a visit early. It lists what your team can actually reach: your calendar, your document store, your CRM, whatever your engagement connected.
A capability your team does not have is the most common reason for “it could not do that”, and this tab is where you see the gap.
If something goes wrong#
- A tab is missing. Workspace-level tabs need the Client Admin role. See Roles and permissions.
- A setting did not stick. Some preferences are per device by design, including the theme. Others save to your profile. If a profile setting is not saving, sign out and back in.
- A connection shows as unhealthy. Reconnect it from this tab. If it fails again, raise it in Interact; some connections need work at the provider end.