Skip to content

Overview

The Settings section lets you manage your account profile, security, notification preferences, and dashboard appearance. Navigate to Settings in the dashboard sidebar. The page is organized into tabs: Account, API Keys, Organizations, Billing, Notifications, Appearance, and Integrations.

Account

Profile

Update your basic account information:

  • Name -- Your display name shown throughout the dashboard and in team member lists
  • Email -- Your email address used for notifications and login

Click Save Changes after making updates.

Password

Change your account password:

  1. Enter your current password
  2. Enter a new password
  3. Confirm the new password
  4. Click Update Password

Passwords must meet the minimum security requirements (at least 8 characters, mixed case, and at least one number).

Multi-Factor Authentication (MFA)

Enable MFA for an additional layer of security:

  1. Click Enable MFA
  2. Scan the QR code with your authenticator app (such as Google Authenticator or Authy)
  3. Enter the verification code to confirm setup

Once enabled, you will be prompted for a verification code on each login.

API Keys

Manage your API keys for programmatic access. This is also available as a dedicated section. See API Keys for detailed information.

Notifications

Configure which notifications you receive and how:

NotificationDescription
Enrichment completeNotified when session enrichment finishes
Enrichment failedNotified when enrichment encounters an error
Team invitationsNotified when you are invited to a team or project
Billing alertsNotified about subscription changes and credit thresholds

Notifications can be delivered via:

  • Email -- Standard email notifications
  • In-app -- Badge notifications in the dashboard

Appearance

Customize the dashboard look and feel:

  • Theme -- The dashboard uses a dark mode design by default

Organizations

Manage your team members and access control from the Organizations tab:

  • View all team members with their roles (owner, admin, member)
  • Invite new members by email
  • Change member roles
  • Remove members

See Team for detailed information.

Billing

The Billing tab provides subscription and credit management:

  • View your current plan and usage
  • Upgrade or downgrade your subscription
  • Purchase credits for AI enrichment
  • Configure auto-recharge
  • Access invoices via Stripe

See Billing for detailed information.

Integrations

The Integrations tab lets you configure:

  • VS Code extension connection status
  • Webhook endpoints for external notifications

Next steps

  • API Keys -- Manage API keys
  • Team -- Configure team access
  • Billing -- Manage your subscription