Platform
Settings
Configure your workspace, profile, security, and integrations.
Workestra uses a two-tier settings pattern:
- Platform Settings (
/settings/*) — Workspace-wide admin configuration - Module Settings (
/<module>/settings/*) — Per-module operational configuration
Platform Settings
Profile
Update your name, avatar, and personal preferences.
Preferences
Configure theme (light/dark/system), language, date format, and notification preferences.
Connected Accounts
Connect and manage email accounts (Gmail, Outlook) for cross-module email features.
Team Members
Invite members, assign roles (Owner, Admin, Member, Viewer), and manage access.
Security
- Two-factor authentication (TOTP + backup codes)
- Session timeout configuration
- Audit log (9 event types)
AI Configuration
- Select AI provider (OpenAI, Moonshot, xAI, Deepseek)
- Configure API key and model
- Set monthly token budget
- Toggle AI features (search, chat, summaries, insights)
- Manage AI agents
Plan & Billing
View your current plan, active modules, and subscription status.
Module Settings
Each module has its own settings accessible from within the module:
- CRM → Pipeline stages, price books
- Finance → General settings, invoicing, products, PEPPOL configuration
- Recruiting → Job offers, email intake, pipeline stages
- Support → SLA policies, email processors, templates, labels