Change workspace settings

Open /admin/settings to manage notification preferences and the configuration exposed to your account.

Change one setting

1. Find the setting and read its description. Confirm the current workspace before editing.
2. Change the value or notification preference using its control.
3. Save if the control provides a save action. Wait for the request to finish before making another change.
4. Reload the page and confirm the saved value. For a notification preference, check the next relevant event before assuming delivery works.

Notification categories include new inquiries, hot leads, proposal views, overdue tasks and expiring contracts. A preference controls which notifications are requested; delivery also depends on the relevant connection and service.

Connect a provider

Use Integrations for provider credentials and connection setup. General settings reject values that resemble secrets. If a credential field is missing, follow the connection guide rather than placing the key in a text setting.

Recover from a failed save

Reload to check the stored value. If it stayed unchanged, record the setting name and error for your technical owner. Do not include the value when it contains private business information.

Use Setup Center to inspect a connection problem and Activity to investigate who changed configuration.