Settings is where you set up your workspace and your own account. Everyone can open it, but the workspace pages are for Owners and Admins only. This page maps the left sidebar group by group and links to a guide for each page.
At a glance
| |
|---|
| What it is | The Settings area with a grouped left sidebar |
| Where to find it | Click your avatar at the top right, then Settings |
| Who can use it | Everyone sees personal pages; Owners and Admins also see workspace pages |
| Plan | Most pages on every plan; Rate Card, Configuration and Slack need Business |
How do I open Settings and find a page?
- Click your avatar in the top navigation bar.
- Select Settings. You land on Profile.
- Use the left sidebar. It is organized into collapsible groups, not tabs.
- To jump straight to a page, type in Search settings… at the top of the sidebar. It matches group names, page names and related keywords.
Account & Personal
These pages are open to every role. They are covered in account settings.
Workspace Setup
| Page | What it covers | Who | Plan |
|---|
| Clients | Client names and project counts (not portal access) | Owners, Admins | Any |
| Departments and practices | Optional org units and disciplines for members | Owners, Admins | Any |
| Job titles | Titles for members and rate cards | Owners, Admins | Any |
| Team Members | Invite, edit, deactivate and remove people | Owners, Admins | Seat limits by plan |
| Guest Members | Review and switch off outside guests | Owners, Admins | Guest quota by plan |
| Team Hierarchy | Read-only reporting lines | Owners, Admins | Any |
| Teams | Your workspaces; rename a team | Owners, Admins | Any |
Project & Workflow
| Page | What it covers | Who | Plan |
|---|
| Labels | Team-wide task labels | Owners, Admins | Any |
| Categories | Project categories | Owners, Admins | Any |
| Project Templates | Preview, rename, delete, import | Owners, Admins | Any |
| Task Templates | Edit and delete task templates | Owners, Admins | Any |
Financial & Billing
| Page | What it covers | Who | Plan |
|---|
| Rate card | Rates by job title | Owners, Admins | Business |
| Currency | Organization base currency | Owners, Admins | Any |
System & Integrations
| Page | What it covers | Who | Plan |
|---|
| Integrations | Slack and GitHub are live; Microsoft Teams, Google Drive and Google Calendar show “Coming Soon” | Owners, Admins | Slack needs Business |
| Configuration | Task assignment rule and time-log backdating limit | Owners, Admins | Business |
Help & Support and Danger Zone
Where are the other settings?
Several things people look for are not in this sidebar. Project statuses, priorities and custom columns live in project settings. Organization-wide controls such as the logo, users and the audit log are in the Admin Center. The client portal has its own admin guide.
Best practices
- Use Search settings… instead of hunting through groups, because it also matches related keywords.
- Give Admin only to people who should see every workspace page, since Team Leads and Members cannot open them.
- Set up Job Titles, Currency and Rate Cards in that order, because each depends on the one before.
