Settings areas
- Workspace: organization identity and team controls
- Connections: Slack and available integrations
- Profile: your name, photo, and account preferences
- Notifications: available delivery preferences
- Links: default link and embed behavior
- Templates: reusable request starting points when available
Billing is separate
Plan, invoices, billing details, and agreements live in Billing rather than the general Settings area.
Workspace and personal settings are different
Workspace identity, team access, services, shared brand context, and connections affect the organization. Profile, link display, calendar, and notification choices can be personal. Check the section heading before assuming a change will apply to everyone.
Your role controls what can change
Admins can manage organization-wide controls such as people, roles, Slack, and billing. Users and Light users can still see and update the personal settings available to them. A visible but read-only control usually means an Admin decision is required.
Confirm changes where they take effect
After updating a logo, role, service, connection, or preference, return to the board or relevant request and confirm the expected result. Billing remains a separate top-level area because subscription, invoice, and agreement changes have different permissions and consequences.