Settings, explained
The eleven panels in Settings and who can change what.
1 min read
Open Settings with the gear in the header. A list on the left holds the panels. Some panels are for everyone. Others are for owners and admins, and you see only what your role allows.
| Panel | What it is for | Who |
|---|---|---|
| Profile | Your name, color, time zone, date format, password and two-step sign-in. Update your profile: name, color, time zone and dates | Everyone |
| Notifications | Alerts, reminders and email digest. Choose how and when you are alerted | Everyone |
| Display | Landing tab, layouts, density, theme, cursors and tab order. Change how IdeaLine looks and opens | Everyone |
| Workspace | Name, logo, statuses, labels, types, categories, custom fields, templates and report emails. Workspace settings: name, logo and defaults | Roles that can view; owners and admins edit |
| People | Add, edit and remove people. Add a person to your workspace | Owners and admins |
| Roles & permissions | What each role can do. Roles and permissions | Owners and admins |
| Clients & collaborators | Contacts you tag on projects. Manage clients and collaborators | Roles that can create contacts |
| Brand kits | Colors, logos and fonts for each brand. Create and use brand kits | Roles that can create brand kits |
| Data & backup | Downloads, restore, activity log and backup reminders. Download everything: your data backup | Roles with export or activity permission |
| Calendar & integrations | Calendar links, Slack, Discord, webhooks and Buffer. Send alerts to Slack, Discord or a webhook | Everyone for calendar links; owners and admins for destinations |
| Plan & account | Your plan, features and deleting your account. Compare plans | Everyone |
Good to know
Changes in most panels are saved with Save changes. Save before you switch panels so nothing is lost.
Related articles
- Workspace settings: name, logo and defaultsName the workspace, add a logo for reports and set the default status.
- Add a person to your workspaceInvite someone by email and choose their role, permission level and view.
- Roles and permissionsSee what each role can do and rename roles to fit your team.
- Download everything: your data backupGet a complete copy of your workspace as a ZIP, Excel workbook or JSON file.
- Compare plansWhat Starter, Team, Studio and Enterprise include, with a link to current prices.
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