Settings & Administration
The Settings section is the central control panel for configuring your workspace, managing user access, and connecting integrations.
Access settings by clicking Settings at the bottom of the sidebar. The settings hub displays your Workspace Info (name and ID) and links to each configuration area:
| Setting Area | Description |
|---|---|
| Workspace Branding | Manage your workspace display name and upload custom logos. |
| Members & Roles | Invite teammates, assign roles (Owner, Admin, Member), and manage membership. |
| Domains | Set up custom sending domains, manage email preferences, and configure footers. |
| Integrations | Connect Stripe for payments and Eventbrite to sync attendee lists. |
| Developers / API | Access and manage your workspace's public API keys. |
Super-Admin System Settings
If your account has platform super-admin privileges, a System Administration panel appears at the bottom of the settings page. This section allows you to manage platform-wide features, view global user lists, configure platform-level domains, control feature toggles across workspaces, and securely delete workspaces.
Workspace Deletion
Super-admins can permanently delete workspaces from the System Administration → Workspaces page:
- Safety Invariants: Deletion is disabled for the active workspace (you must switch to another workspace first) and when only one workspace exists in the system.
- Verification Gate: To prevent accidental click-throughs, deletion requires entering the exact name of the target workspace in a type-to-confirm window.
- Cascading Cleanup: Deleting a workspace permanently deletes all associated records, followed by cleanup of external subdomains, sending domains, and storage files.
Permissions
Most configuration settings require administrative permissions.
| Action | Allowed Roles |
|---|---|
| View Settings Hub | All roles |
| Invite, Edit, or Remove Members | Owner, Admin (standard members only) |
| Manage Email Settings & Integrations | Owner, Admin |
| Manage Agreement Templates | Owner, Admin |
| Access Developer API Keys | All roles |
| Access System Administration | Super Admin only |
Related
- Workspace Branding — Customize names, icons, and logos
- Members & Roles — Coordinate workspace access and roles
- Notification Center — Manage in-app alert preferences
- Workspace Settings — Enable or disable optional modules (Companies, Deals, Appointments, Courses, Agreements) and manage storage limits via the System Administration settings
- Technical Reference: Settings — Database schemas, API key encryption, and super-admin bypass mechanisms