Most settings are Admin only. Team members with PM, Contributor, or Viewer roles cannot access Settings. Only Admins and Workspace Owners can change workspace configuration.
Settings Tabs Overview
| Tab | What you configure here | Who can access |
|---|---|---|
| Workspace | Name, domain, MFA enforcement, PM Tips | Admin / Owner |
| Team & Users | Invite members, set roles, deactivate users | Admin / Owner |
| Customers | B2B customer records and account data | Admin / PM |
| Product Configuration | Product Areas, Modules, Roadmap bucket names | Admin |
| Roles & Permissions | Custom roles, permission assignments | Admin / Owner |
| AI | Provider, API key, embeddings | Admin |
| Integrations | Jira, Browser Extension, MCP Server | Admin |
| SSO & Security | OIDC, SAML, SCIM, MFA, Audit Logs | Owner only |
Team & Users
Click Invite Member and enter one or more email addresses. Choose a role for each invitee. Pending invitations can be resent or revoked. Deactivated users immediately lose access to the workspace but their data is retained.
Customers
Customer records let you track B2B accounts — company name, plan, ARR, primary contact, and renewal date. Customer records connect to Insights (linking signals to accounts) and enable ARR-weighted analysis throughout the platform.