Workspace setup splits what you configure (team, billing, fields, integrations) from where each setting lives in Settings and System Operations.
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
2.1. 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
2.2. 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.
2.3. System Operations Data Hub — import, export, recovery, import history Automations — workflow builder Security Center — exports, integrations, security events (admins) Confirm plan and seats Invite the team Configure fields and pipelines under Company Settings → Configuration Connect integrations — see the email guide and integration articles Link Codex to lists and turn on Lumo features in Lumo settings & credits Company Settings: Settings → Company Settings
My Settings: Settings → My Settings
System Operations: Sidebar → System Operations
