Settings & Team

Settings & Team

The Settings page is divided into several sections accessible from the left sidebar.

Profile

View your name, email, and role. Toggle dark mode to switch the app between light and dark themes.

Organization

Admins can update the organization name and slug. The SSO / IDP section lets you configure SAML/OIDC single sign-on for your organization so team members can log in with your identity provider.

Team Members

Invite team members by email address. You can assign roles:

• Admin — Full access including settings and billing.
• Member — Access to all workspace content but not settings.

Admins can remove members or change their roles at any time.

Integrations

Connect third-party services to enhance your workflow:

• Google Calendar — Sync calendar events to automatically create meeting nodes in the Notebook.
• Zoom — Connect Zoom to pull in meeting recordings and transcripts.

Preferences

Configure your Manager Email for the Weekly SE Digest agent. Every Friday at 4 PM, the agent drafts a weekly activity summary email addressed to your SE Manager and places it in the Agent Inbox for review before sending. Leave the field blank to skip the digest.

Subscription

View your current plan, manage your subscription, and access the billing portal to update payment information. See the Billing & Subscription article for details.