Settings

Open settings from your name in the sidebar. The left-hand list shows only the screens you can use. If a screen is missing, you either lack the permission or the feature is not turned on for your organization.

Settings come in two kinds:

• Personal settings change things for you only: your profile, password, theme and some notifications.
• Organization settings change things for everyone in the organization. Most need a permission that owners hand out at Settings > Organization > Roles and permissions. A permission in one organization grants nothing in another.

Map of settings

The paths below match the settings list in the app, top to bottom.

Screen	Path in the app	Who can open it	Page
Profile	Settings > Profile	Any member	Personal
Password	Settings > Password	Any member	Personal
Two-Factor Auth	Settings > Two-Factor Auth	Any member	Personal
Appearance	Settings > Appearance	Any member	Personal
Focus Mode, Coach Access Audit	Settings > Focus Mode	focus-mode.use	Personal
Integrations	Settings > Integrations		Integrations and AI
Cortex Coach	Settings > Cortex Coach	People given Cortex access	Personal
Skills	Settings > Skills		Organization
Workflow Statuses	Settings > Workflow Statuses		Workflow
Routing Templates	Settings > Routing Templates	routing-templates.manage	Workflow
Workflow Analytics	Settings > Workflow Analytics	routing-templates.observability	Workflow
Business Hours	Settings > Business Hours	organization.update	Workflow
Webhook Allowlist	Settings > Webhook Allowlist	webhooks.manage	Integrations and AI
Work Categories, Capacity	Settings > Work Categories	resources.manage	Organization
Documents: Templates, Type modules, PDF & branding	Settings > Documents	project-docs.templates.manage	Documents and templates
Notifications: Wiki, Resources	Settings > Notifications	Any member	Personal
Company	Settings > Organization > Company	organization.update	Organization
People	Settings > Organization > People	organization.manage-members	Organization
Roles and permissions	Settings > Organization > Roles and permissions	organization.roles.manage	Organization
Timeline templates	Settings > Organization > Timeline templates	timeline-templates.manage	Documents and templates
Blueprints	Settings > Organization > Blueprints	blueprint.approve	Documents and templates
Client industries	Settings > Organization > Client industries	client.edit	Organization
Subsidiaries, Departments, Teams, Team Members	Settings > Organization	subsidiary.manage, department.manage, team.manage, team.manage-members	Organization
Audit Log	Settings > Organization > Audit Log	org-hierarchy.audit	Organization
External access	Settings > Organization > External access	external-access.audit	Organization
Walled projects	Settings > Organization > Walled projects	project.manage-walls	Organization
MCP Connections, MCP Activity, Custom Prompts, Voice → Task	Settings > AI & Integrations	mcp.connect	Integrations and AI
AI Agents, MCP Policy, Scheduled Runs, Inbound Webhooks, External Access	Settings > AI & Integrations	mcp.admin	Integrations and AI

Some screens are not in the list but open from another screen: checklist templates, team filters, calendar rules and issue scores. They are covered on the Workflow page.

Single sign-on and directory sync are covered in Security and admin.