Workspace vs Personal Settings

    Setup Guide

    Map Company Settings, My Settings, and System Operations to the right admin tasks.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20265 min read

    Workspace setup splits what you configure (team, billing, fields, integrations) from where each setting lives in Settings and System Operations.

    What you configure

    • Team access: invites, roles, mandatory 2FA policy
    • Billing: plans, seats, payment methods
    • CRM structure: custom fields, pipelines, funnel stages, dropdown options
    • Integrations: Slack, Apollo, email, API keys, and other workspace connections
    • Appearance: workspace theme
    • Lumo: AI gates, credits, LinkedIn monitoring toggles
    • Personal profile: name, avatar, timezone, mailbox OAuth, notification preferences

    Where to configure it

    Company Settings

    Admins open Settings → Company Settings. Tabs are permission-gated. If you do not see a tab, your role does not include that area.

    • User Management: invites, roles, deactivate users
    • Billing: plans, payment, subscription invoices
    • Integrations: workspace-level connections (Slack, Apollo, API keys, etc.)
    • Configuration: custom fields, pipelines, dropdown options, two-factor policy
    • Custom Theme: workspace color theme
    • Lumo: AI features, credits, LinkedIn monitoring toggles

    My Settings (personal)

    Each user manages their own profile and personal connections.

    • Profile: name, avatar, timezone, personal 2FA (Authentication)
    • Integrations: Gmail or Outlook OAuth for your mailbox
    • Notifications: personal alert preferences
    Email sync is per user. Two reps can connect different inboxes; activities still attach to shared contacts when addresses match.

    System Operations

    • Data Hub: import, export, recovery, import history
    • Automations: workflow builder
    • Security Center: exports, integrations, security events (admins)

    Suggested setup order

    Company Settings: Settings → Company Settings
    My Settings: Settings → My Settings
    System Operations: Sidebar → System Operations

    Was this article helpful?