Settings & Administration
The Settings page (/settings) is the central hub for workspace configuration, team management,
and platform-level administration. It is accessible from the sidebar and displays a card grid
linking to each settings sub-page.
Settings Hub Layout
The settings hub displays a Workspace Info card showing the current workspace name and ID, followed by navigation cards for each sub-section:
| Card | Route | Description |
|---|---|---|
| Team Members | /settings/members | Invite users, manage roles, transfer ownership |
| Sending Domains | /settings/sending | Verify domains and manage sender email addresses |
| Integrations | /settings/integrations | Connect Eventbrite and Stripe via OAuth |
| Agreement Templates | /settings/agreements | Create and manage agreement templates for digital signing |
| Developers / API | /settings/developers | Manage the workspace public API key |
Super-Admin Section
If the current user has the is_super_admin flag, a System Administration section appears
below the standard settings cards. This section has a dark-themed visual treatment and includes:
| Card | Route | Description |
|---|---|---|
| Workspaces | /settings/workspaces | Create and view all tenant workspaces across the platform |
| Users | /settings/users | View all platform users and assign them to workspaces |
| Platform Domains | /settings/platform | Global sender domain verification and branding |
| Module Toggles | /settings/modules | Enable/disable optional features per workspace |
RBAC
| Area | Required Role |
|---|---|
| View settings hub | All members |
| Team Members — view members list | All members |
| Team Members — invite, role changes, remove | Owner (or Super Admin) |
| Team Members — transfer ownership | Owner (or Super Admin) |
| Sending Domains — view, add, verify, delete | Owner or Admin |
| Integrations — connect/disconnect | Owner or Admin |
| Agreement Templates — CRUD | Owner or Admin |
| Developers / API — generate/regenerate key | All members |
| System Administration (all sub-pages) | Super Admin only |
Cross-References
Several settings sub-pages are documented in detail within their respective feature sections:
- Sending Domains — See Sender Identities for the full sending architecture, DNS verification, subdomain isolation, reply-to configuration, and the sender resolution order.
- Integrations — Eventbrite — See Eventbrite Integration for OAuth setup, import flow, webhook processing, sync behavior, and the auto-subscribe toggle.
- Integrations — Stripe — Currently used for event registration payments. See Events → Registration.
- Agreement Templates — See Agreements for template management, versioning, and the dispatch/signing workflow.
- Module Toggles — See Module Toggles for the JSONB-based feature flag system and its effect on sidebar navigation.
Related Documentation
- Members & Roles — Team invitations, the three-tier role hierarchy, ownership transfer, and super-admin bypass.
- Developers / API — Public API key management for website integrations.
- Notification Center — In-app alerts for automation failures, broadcast results, email bounces, and spam complaints.
- Global Search — Find contacts, companies, deals, events, tasks, broadcasts, and forms instantly from anywhere in the dashboard (⌘K / Ctrl+K).
- Module Toggles — JSONB-based feature flags for enabling and disabling optional modules (Companies, Deals, Appointments) per workspace.