> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Your Salestools Workspace and Profile Settings

> Manage your profile, team, security, email signature, AI behavior, and API keys from a single, searchable workspace control center.

Settings is your workspace control center — every configuration that isn't day-to-day selling lives here. The left rail groups everything into four sections: **Account**, **Communication**, **AI & automation**, and **Workspace**. Use the search box at the top of that rail to jump straight to any tab by name, or follow the deep-links below to land directly on the right panel.

<AccordionGroup>
  <Accordion title="Account">
    The **Account** section covers your personal profile, your team roster, your subscription, notifications, security, and API keys.

    ### Profile

    <Steps>
      <Step title="Open the Profile tab">
        Go to **Settings → Account → Profile**. This is the default tab when you open Settings.
      </Step>

      <Step title="Update your identity">
        Under **Identity**, edit your **first name**, **last name**, and **phone number**. Your email address is displayed but cannot be changed here — it is your sign-in credential. Until you upload a custom photo, your initials appear automatically; your photo can also sync from a connected Google or Microsoft account.
      </Step>

      <Step title="Add your work details">
        Under **Work**, fill in your **job title**, **company**, **industry**, and **country**.
      </Step>

      <Step title="Set your localization">
        Under **Localization**, pick your **timezone**, interface **language**, and preferred **date format**. Click **Detect timezone** to use your device's timezone — a live clock confirms the selected zone.
      </Step>

      <Step title="Save your changes">
        Click **Save changes**. Your timezone drives scheduling and how times appear throughout the app, so keep it accurate. Language and date format save automatically as soon as you pick them.
      </Step>
    </Steps>

    <Note>
      Your profile timezone controls how times appear to you and how your own scheduling works. **Business Hours** (under Communication) is a separate setting that controls send windows in each *recipient's* local time.
    </Note>

    <Tip>
      Need to revisit onboarding? The **Getting started** section has a **Show guide** button that replays the setup walkthrough.
    </Tip>

    ### Team

    <Steps>
      <Step title="Open the Team tab">
        Go to **Settings → Account → Team** to see every workspace member with their role badge and status.
      </Step>

      <Step title="Invite members">
        Click **Invite** to send a single invitation by email, or **Import CSV** to invite several people at once using a downloadable template. Seat limits vary by plan:

        | Plan       | Max seats |
        | ---------- | --------- |
        | Startup    | 2         |
        | Starter    | 5         |
        | Pro        | 10        |
        | Enterprise | Unlimited |

        New members join as **Member** — promote them after they accept the invitation.
      </Step>

      <Step title="Manage roles, credits, and access">
        Use **Make manager** or **Demote** to grant or remove manager rights. Click **Manage credits** to allocate a credit budget and set a low-balance threshold per member. Click **Details** on any member to review their performance and AI agents. Use **Remove** when a member leaves.
      </Step>
    </Steps>

    <Note>
      Members display a role badge — **Owner**, **Admin**, **Manager**, or **Member** — alongside their status. Both Admins and Managers can manage the team. Owner assignment is handled separately.
    </Note>

    <Warning>
      If you are at your seat limit, inviting a new member requires either freeing an existing seat or upgrading your plan from the Subscription tab.
    </Warning>

    ### Subscription

    <Steps>
      <Step title="Open the Subscription tab">
        Go to **Settings → Account → Subscription** to see your current plan, credit balance, seat count, and payment method in one card.
      </Step>

      <Step title="Change your plan">
        Click **Change plan** to open the in-app plan picker. Select a plan and confirm — no need to leave the app.
      </Step>

      <Step title="Manage invoices and payment method">
        Click **Invoices** or **Update** (next to your payment method) to open the secure billing portal in a new tab, where you can download invoices and update your card.
      </Step>

      <Step title="Renew early if you need credits now">
        If you have exhausted your monthly credits, **Early renewal** resets your balance immediately rather than waiting for your next billing cycle.
      </Step>
    </Steps>

    ### Security

    <Steps>
      <Step title="Open the Security tab">
        Go to **Settings → Account → Security**.
      </Step>

      <Step title="Change your password">
        Enter your current password and a new one. The strength meter evaluates length and character variety — aim for **Good** or **Strong** (8+ characters with uppercase, a number, and a symbol).
      </Step>

      <Step title="Enable two-factor authentication">
        Toggle on email-based 2FA. Salestools emails you a 6-digit code that expires in 5 minutes; enter it to confirm the change. Enabling or disabling 2FA always requires a fresh code, so the setting cannot be changed from a stolen session. Once active, you will enter an emailed code each time you sign in.
      </Step>

      <Step title="Sign out of this device">
        Click **Sign out this device** to end the session in your current browser. Other devices stay signed in until their sessions expire.
      </Step>
    </Steps>

    <Warning>
      There are no 2FA backup codes. If you lose access to your email while 2FA is enabled, contact Salestools support to recover your account.
    </Warning>

    ### Notifications

    Go to **Settings → Account → Notifications** for a grid of notification types grouped by category. Each row has three toggles — **In-app**, **Email**, and **Slack** — that you can flip independently. Click a channel heading to turn that channel on or off for an entire category at once, and use the **Filter** box to find a specific notification by name.

    <Note>
      Slack toggles are only active once a Slack workspace is connected in **Integrations**. Until then, the Slack column is disabled.
    </Note>
  </Accordion>

  <Accordion title="Communication">
    The **Communication** section is where you build email signatures, configure your phone and call handling, connect WhatsApp, set up inbound reply routing, define business hours, manage Do Not Contact lists, and connect LinkedIn accounts.

    ### Email signature

    <Steps>
      <Step title="Open the Email signature tab">
        Go to **Settings → Communication → Email signature**.
      </Step>

      <Step title="Build your master signature">
        Edit the **master signature** — the default applied to every mailbox. Write it in HTML and insert variable chips such as `{{name}}`, `{{email}}`, `{{title}}`, `{{phone}}`, and `{{company}}` that fill in automatically when mail is sent. Click **Show preview** to render it with sample data, or **Load default template** to start from a ready-made layout. Click **Save signature** when finished.
      </Step>

      <Step title="Override per mailbox">
        Each connected mailbox shows its current signature mode. Click **Edit signature** and choose **Use master**, **Custom** (a signature unique to that mailbox), or **No signature**. To push your master signature to every mailbox at once, click **Apply master to all** — this overwrites any per-mailbox customizations.
      </Step>
    </Steps>

    <Note>
      Connect at least one mailbox in **Integrations** before per-mailbox signature controls appear here. Changing signature settings requires admin access.
    </Note>
  </Accordion>

  <Accordion title="AI & automation">
    The **AI & automation** section controls how Sally drafts, researches, and behaves autonomously.

    * **Prompt editor** — Edit the underlying prompts that power every Sally workflow. Changes here propagate to all agents that reference each prompt immediately.
    * **AI behavior settings** — Tune autonomy, tone of voice, CoPilot approval thresholds, the Healing Agent, and Adaptive Intelligence.

    <Note>
      The **Permissions** and **Prompt editor** tabs are visible only to team admins. If you do not see them, ask a workspace Owner or Admin to grant you access.
    </Note>
  </Accordion>

  <Accordion title="Workspace">
    The **Workspace** section gives you control over API access and per-role permissions.

    ### API keys

    <Steps>
      <Step title="Open the API keys tab">
        Go to **Settings → Account → API keys**. These long-lived keys connect Salestools to tools like Zapier and your own scripts or integrations.
      </Step>

      <Step title="Create a key">
        Click **Create API key**, give it a clear **name** so you can recognize it later, and confirm.
      </Step>

      <Step title="Copy the secret immediately">
        The full key is shown **only once**. Copy it right away and store it somewhere safe — you can view only a truncated preview from that point on.
      </Step>

      <Step title="Revoke a key">
        To retire a key, click **Revoke** on its row. Revocation takes effect immediately for any integration using that key.
      </Step>
    </Steps>

    <Warning>
      If you lose an API key, you cannot recover it. Revoke the old key and create a new one. Every key inherits your full account access — treat each one like a password and revoke any you no longer use.
    </Warning>

    ### Permissions

    The **Permissions** tab lets team admins define what each role (Owner, Admin, Manager, Member) can see and do across the workspace. If you do not have access, the tab is hidden from the rail. Contact a workspace Owner or Admin to adjust your permissions.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect Slack, your CRM, mailboxes, LinkedIn, and other tools Sally uses.
  </Card>

  <Card title="AI Setup" icon="robot" href="/setup/ai-setup">
    Configure ICP, personas, company profile, and how Sally researches prospects.
  </Card>

  <Card title="Subscription & Billing" icon="credit-card" href="/setup/subscription-billing">
    Plans, credits, seats, and payment details in depth.
  </Card>

  <Card title="Notifications" icon="bell" href="/setup/notifications">
    Fine-tune exactly what pings you and where it lands.
  </Card>
</CardGroup>