Workspace Settings

Access workspace settings from the gear icon in the sidebar. Settings are organized into several sections.

General

• Workspace name — The display name for your workspace
• Logo — Upload a custom workspace logo
• Plan — View and manage your subscription plan

Members

Manage who has access to your workspace:

• Invite members — Send email invitations with a role assignment
• Manage roles — Change member roles (Owner, Admin, Member, Guest)
• Remove members — Revoke access to the workspace
• Pending invitations — Resend or revoke outstanding invites

Teams

Create and configure teams within your workspace:

• Create team — Set a name, issue prefix, and initial members
• Edit team — Update name, prefix, and member roster
• Team leads — Assign one or more team leads
• Delete team — Remove a team (actions remain, but lose team association)

See Workspaces & Teams for details on team workflows.

Notifications

Configure how you receive notifications:

• Per-type preferences — Choose in-app, email, or both for each notification type

See Notifications for the full notification system.

Library

Skills, Agents, and Meeting Types are managed in the Library tab of the main dashboard, not here in Settings:

• Skills — Chat-invoked presets (e.g., /weekly-planner, /email-assistant)
• Agents — Autonomous AI that listens and acts during a live capture (e.g., Project Manager)
• Meeting Types — Templates that define how the AI processes a capture (e.g., 1:1, Standup, Sales Call)

See AI Assistant and Captures for usage.

Recording

Configure desktop app recording preferences:

• Default recording settings — Audio quality and input preferences
• Auto-capture — Enable/disable automatic meeting recording
• Meeting detection — Configure detection sensitivity

These settings sync with the desktop app.