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DashboardSettings

Settings

Settings centralizes workspace-level configuration and connector management.

Settings for connectors, account preferences, and integrations

Account section

The account section shows your current plan tier and active project. Use the links to manage billing or account details.

Account section: plan tier, active project, and management links

Common Tasks

  • Connect/disconnect platforms.
  • Manage account and workspace preferences.
  • Configure callback domains and related integrations.

Use Settings for long-term workspace configuration; use Setup for guided first-run onboarding.

Connectors

Connectors are managed from Episodes → Sources. The connectors panel shows each platform’s authentication status and lets you re-authenticate or disconnect.

Connectors panel: authentication status for each platform

Where to change what

NeedArea to update
Connector authenticationEpisodes → Sources
Workspace identity detailsSettings -> Workspace
Integration callback valuesSettings -> Integrations
Team and account preferencesSettings -> Account

Good maintenance habits

  • Re-check connector auth after password or permission changes on source platforms.
  • Review integration values after domain updates.
  • Keep workspace profile details current for team clarity and support requests.

Setup vs Settings

  • Use Setup Wizard when onboarding or re-running launch steps.
  • Use Settings for ongoing operational configuration.
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