Arbetsyte- vs personliga inställningar

    Setup Guide

    Koppla Företagsinställningar, Mina inställningar och Systemoperationer till rätt administratörsuppgifter.

    Av Sebastian StreiffertPublicerad Jan 10, 2026Uppdaterad May 29, 20265 min läsning

    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: data fields, funnel stages, company bands, dropdown options
    • Integrations: Slack, Apollo, email, API keys, and other workspace connections
    • Appearance: workspace theme, under the workspace Profile page
    • Lumo: AI gates, credits, LinkedIn monitoring toggles
    • Personal profile: name, avatar, timezone, mailbox OAuth, notification preferences

    Where to configure it

    Workspace

    Admins open Settings → Workspace. Pages are permission-gated. If you do not see one, your role does not include that area.

    • Profile: company details, currency, workspace theme, logos, design systems
    • Configuration: data fields, funnel stages, company bands, task bundles, data hygiene, LumenScore, forecasting
    • Security: two-factor policy and audit
    • Users: members, permissions, teams
    • Features: referrals, delivery, contracts, invoicing
    • Billing: plans, payment, subscription invoices
    • Lumo: workspace policy, jobs, usage
    • Legal & Compliance: privacy notice and event email
    • Integrations: workspace-level connections (Slack, Apollo, Jira, etc.)
    • API: keys and connectors

    Personal

    Each user manages their own profile and personal connections.

    • My Profile: name, avatar, security
    • Preferences: theme, language, layout
    • Notifications: personal alert preferences
    • My Lumo: sender identity, opt-ins, consent
    • Scheduling: booking links and availability
    • Integrations: Gmail or Outlook OAuth for your mailbox, calendar, LinkedIn
    • MCP: connect an AI app over MCP
    Email sync is per user. Two reps can connect different inboxes; activities still attach to shared contacts when addresses match.

    System Operations

    Operational surfaces, separate from Settings. Automations is its own top-level sidebar item, not part of this group.

    • Data Hub: import, Portage, history, recovery, export
    • Hygiene Hub: duplicates, stale records, merge history, normalize, enrichment
    • Security Center: exports, integrations, security events (admins)
    • Process history: background runs and results

    Suggested setup order

    Workspace settings: Settings → Workspace
    Personal settings: Settings → Personal
    System Operations: Sidebar → System Operations
    Automations: Sidebar → Automations

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