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

# Settings

> A map of the settings rail — what belongs to you, what belongs to the workspace, and who can see each section.

**Settings** is the last row of the sidebar. Opening it replaces the second
panel with the settings list, and the page shows whichever section you pick. The
landing screen is an **Overview** with your identity, your role in this
workspace and a few shortcuts.

Every section is deep-linkable: the URL carries `?tab=` (for example
`/settings?tab=api`), so you can bookmark one or paste it to a colleague.

## The two groups

The rail is split by **who a setting belongs to**. That distinction matters most
when you belong to several workspaces: the Account group follows you everywhere,
the Workspace group changes when you switch.

### Account — yours, everywhere

| Section              | What it holds                                                                            |
| -------------------- | ---------------------------------------------------------------------------------------- |
| **Your profile**     | Your name, email and avatar — plus the card that renames the workspace and sets its logo |
| **Login & security** | Change your password; sign out of every device                                           |
| **Appearance**       | Light or dark mode and the accent colour, saved to this device                           |

### Workspace — shared with everyone in it

| Section              | What it holds                                                             |
| -------------------- | ------------------------------------------------------------------------- |
| **Fields & tags**    | Contact tags, custom fields, and the default country for phone numbers    |
| **Canned replies**   | The saved answers the inbox composer offers when an agent types `/`       |
| **Deals & currency** | The default currency for new deals and for totals                         |
| **API keys**         | Credentials for the public REST API                                       |
| **Users & Roles**    | Who has access, their roles, invitations, and the team performance report |
| **Plan & billing**   | The plan, its limits, automatic renewal and checkout                      |

## Who sees what

Almost every section is visible to every member; what changes is whether the
controls are editable.

<CardGroup cols={2}>
  <Card title="Everyone" icon="users">
    Your profile, Login & security, Appearance, Canned replies, API keys (the
    list), Users & Roles (the roster), and the read-only view of Fields & tags
    and Deals & currency.
  </Card>

  <Card title="Admins and the owner" icon="shield">
    Renaming the workspace, the custom-fields catalogue, the default currency
    and phone country, inviting and removing members, changing roles, and
    creating or revoking API keys.
  </Card>
</CardGroup>

<Warning>
  **Plan & billing is owner-only** — stricter than admin-only. The row does not
  appear for anyone else, and typing the URL shows "Only the workspace owner can
  view billing". A workspace has one plan and one person paying for it. See
  [Plans and billing](/getting-started/plans-and-billing).
</Warning>

## Settings that live elsewhere

Not everything configurable is in Settings. Three things moved out because you
work in them rather than set them once:

* **Channel settings** — per channel, under **Channels → WhatsApp → Channel
  Settings** and its equivalents. A channel's connection and behaviour are
  there, not here.
* **Integrations** — connected stores, Razorpay, Google, Zapier, n8n and Sales
  documents each have a card, and some have a whole console. See
  [Integrations](/integrations/overview).
* **Sales documents** — your company details, GST mode, numbering and document
  design are in its own console at **Integrations → Sales documents**.

## Sections in detail

<CardGroup cols={2}>
  <Card title="Members and roles" icon="user-group" href="/settings/members-and-roles">
    What each role can do, inviting, changing a role, removing someone.
  </Card>

  <Card title="Workspace settings" icon="sliders" href="/settings/workspace">
    Fields and tags, canned replies, currency, phone format and appearance.
  </Card>

  <Card title="API keys" icon="key" href="/settings/api-keys">
    Create a key, choose its scopes, revoke it.
  </Card>

  <Card title="Plan and billing" icon="credit-card" href="/getting-started/plans-and-billing">
    Plans, the trial, renewal, failed payments and cancelling.
  </Card>
</CardGroup>