Settings overview

What it is

One screen with shortcuts to every Settings page. Use it as the launchpad whenever you're not sure which sub-page to open.

What lives under Settings

• Profile — your name, title, timezone.
• Users — invite teammates and see the roster.
• Notifications — per-user email preferences.
• Billing — pilot countdown, plan picker, invoices.
• Slate integration — high-level connection card.
• Slate connection — credentials, IP allowlist, test button.
• Slate setup kit — checklist of canonical artifacts.
• Slate starter kit — the suitcase imports.
• Data dictionary — semantic field map.
• Activity log — tamper-evident audit trail.
• Support — open a ticket, request cancellation.

Common workflows

First-time setup

1. Open Slate connection → connect your Slate.
2. Open Data dictionary → bulk-import your field map.
3. Go to /flows/new → create your first Flow.
4. Verify in Slate setup kit that all five canonical artifacts are green.

Add a teammate

1. Open Users.
2. Send an invite. The teammate gets an email letting them know their workspace is ready.
3. They go to your workspace URL, enter their email, and type the 6-digit sign-in code we email them. See How sign-in works for the full flow.