Open Settings from the sidebar rail to manage your tenant. The drawer groups controls into sections from APPLICATION through SECURITY. Sections you cannot access (missing permissions or an unverified domain) are hidden automatically.
Please note:
- Most workspace sections require
settings.view; saving changes typically requiressettings.update.- Login Screen appears only after a custom domain is saved and verified.
- Upgrade, Templates, and Roadmaps are placeholder sections — they show a coming-soon message until those features ship.
- Preferences covers Home layout, sidebar order, and start modules — Home page and sidebar preferences.
How to open Settings
- Click Settings in the left sidebar rail
- On desktop, pick a section from the left navigation; on mobile, use the section picker at the top
- Use Help Center at the bottom of the drawer to jump to documentation filtered by your enabled modules
Drawer sections
| Section | Items | Purpose |
|---|---|---|
| APPLICATION | App & Updates | Version, PWA updates, reload prompt |
| ACCOUNT | My Profile, General, Accounts, Lab | Personal account and preferences |
| PERSONALIZATION | Theme, Preferences | Look, feel, Home layout, sidebar order, start modules |
| WORKSPACE | Settings, Domain, Login Screen | Tenant name, branding, domain, login page |
| PEOPLE & ACCESS | Members, Roles & Permissions, Teams | Users, RBAC, and team structure |
| MODULES & AI | Modules, EDGE AI, Start Modules | Feature toggles and AI configuration |
| PAYMENTS & BILLING | Commissions, Payment Settings, Billing, Upgrade | Money-related workspace setup |
| DATA & CONTENT | Initialization, Templates, Roadmaps, Storage | Data seeding, templates, and storage |
| SECURITY | Security | Workspace security policies |
Workspace & people articles
| Drawer path | Article |
|---|---|
| Settings → Settings (WORKSPACE) | Workspace profile and branding |
| Settings → Domain | Custom domain |
| Settings → Login Screen | Branded login screen |
| Settings → Members | Manage members |
| Settings → Roles & Permissions | Roles in Settings |
| Settings → Teams | Manage teams |
| Settings → Preferences | Home page and sidebar preferences |
For RBAC concepts outside the drawer UI, see Roles, permissions, and RBAC.
Modules, billing & account articles
| Drawer path | Article |
|---|---|
| Settings → Modules | Enable and manage modules |
| Settings → Start Modules / Preferences | Start modules per role |
| Settings → EDGE AI | EDGE AI workspace settings |
| Settings → App & Updates | App and PWA updates |
| Settings → Payment Settings | Payment settings |
| Settings → Billing | Billing and subscription |
| Settings → Initialization | Workspace initialization |
| Settings → My Profile | Profile and push notifications |
| Settings → Accounts | Linked accounts |
| Settings → Security | Account security, 2FA, and passkeys |
flowchart TB Rail[Sidebar Settings] --> Drawer[Settings drawer] Drawer --> App[APPLICATION] Drawer --> Acct[ACCOUNT] Drawer --> Pers[PERSONALIZATION] Drawer --> WS[WORKSPACE] Drawer --> People[PEOPLE and ACCESS] Drawer --> Mod[MODULES and AI] Drawer --> Pay[PAYMENTS and BILLING] Drawer --> Data[DATA and CONTENT] Drawer --> Sec[SECURITY] WS --> WSet[Settings panel] WS --> Dom[Domain] WS --> Login[Login Screen] People --> Mem[Members] People --> Roles[Roles and Permissions] People --> Teams[Teams]
Coming soon placeholders
Selecting Upgrade (under PAYMENTS & BILLING), Templates, or Roadmaps (under DATA & CONTENT) opens a placeholder panel. No configuration is available there yet — use the linked articles above for live workspace controls.
New tenants should also review Configure your workspace for module enablement, turn on features under Enable and manage modules, and define Custom fields before inviting users via Manage members.