What's in the Settings hub

A single "Settings" entry at the bottom of the sidebar links out to every settings sub-page.

What is it
The Settings hub is the single entry point (bottom of the sidebar) that fans out to every configuration page in the app - organization, users, billing, usage, reminders, email templates, integrations, and referrals - so there's one obvious place to start when you're not sure where a setting lives.
Why / when to use it
  • Start here whenever you're looking for a setting and aren't sure which specific page it's on - the hub groups everything by purpose so you can scan rather than guess.
Steps
  • Click Settings at the bottom of the sidebar to open the Settings hub.
  • Workspace: Organization, Users, Billing, Usage.
  • Reminders: Reminder defaults, Email templates.
  • Connections: Integrations.
  • Other: Referrals.
  • A setup checklist card appears at the top if anything important still needs to be configured.
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Still stuck?

Ask Edgar, our in-app assistant, or reach out to support.

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