Settings
Settings is the central hub for configuring your Expedify workspace. Each organization gets its own isolated database and workspace, created automatically on signup, so these settings apply only to your organization.
Accessing Settings
- Sidebar → Settings
- Gear icon in the header
- Profile icon (top-right) → Settings
- Keyboard shortcut:
Cmd/Ctrl + ,
Sections
| Section | What You Manage |
|---|---|
| Organization | Business profile, branding, regional defaults |
| Users & Teams | Members, roles, and team structure |
| Billing | Plan, subscription, and payments |
| Usage & Credits | Resource and credit consumption |
| My Account | Personal profile, password, preferences |
| Notifications | Alert and notification preferences |
| Support | Get help and contact support |
| Integrations | Third-party connections |
| API Keys | Programmatic API access |
| Webhooks | Outgoing event webhooks |
Personal vs. Workspace Settings
Personal settings apply only to your user account:
- Profile information and password
- Notification preferences
- Personal preferences
Workspace settings apply to the whole organization:
- Organization name and branding
- Timezone, date/number formats, default currency
- Pipelines, custom fields, and tags
User Roles
Access to settings depends on your role.
| Role | Permissions |
|---|---|
| Owner | Full access, including billing and organization settings |
| Admin | Manage users and all features (no billing) |
| Member | Use all features |
| Viewer | Read-only access |
| Vendor | Limited, scoped access for external collaborators |
Some settings require elevated access:
- User management — Admin or Owner
- Billing — Owner
- Integrations & API keys — Admin or Owner
Quick Links
- Change your password → My Account
- Add team members → Users & Teams
- Upgrade your plan → Billing
- Connect a third-party tool → Integrations
- Check resource usage → Usage & Credits