Help guides

Manage workspace settings

Settings holds workspace configuration. Day-to-day agent approvals are under Agents.

General

Open Settings → General to choose the workspace timezone. Eastern Time (America/New_York) is the default and switches automatically between EST and EDT. Activity timestamps, local date defaults and reports follow your choice for everyone in the workspace. Existing appointments and scheduled emails keep their actual time; invoice due dates stay on the date entered. Availability hours follow the selected timezone, while existing standing appointment schedules retain their own labeled timezone.

People and connections

Use Users for team access, Email and SMS for sending providers, Payments for Stripe, and Deliverability for sending-domain checks. These are separate configurations.

Find operational work

Agents opens Approvals. Automations remains its own module. API Keys and API Reference remain in Settings; their links and credentials do not replace a user’s sign-in session.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.