Settings
Configure your workspace and personal preferences across all Workestra modules.
Settings
Workestra's settings are organized into tiers: Personal (affect only you), Operations (workspace workflows), Module (per-module config), Administration (workspace-wide, admin-only), and Billing (plan and payments).
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Settings by Tier
Personal Settings
Profile
Name, job title, avatar, timezone, language
Notifications
Email digest frequency, push notifications
Email Signatures
Create and manage email signatures
Connected Accounts
Gmail, Outlook, GitHub integrations
Security
Password, 2FA, and session management
Operations Settings
Workflows
Custom workflow definitions
Automations
Trigger-based automation rules
Document Templates
Reusable document templates
Territories
Geographic territory assignments
Module Settings
Configuration specific to each active module:
CRM Settings
Pipeline stages, price books, custom fields
Finance Settings
Invoicing, products, PEPPOL
Recruiting Settings
Job offers, email intake, pipeline stages
Support Settings
SLA policies, email processors, templates
Administration (Admin Only)
Workspace
Company profile, branding, industry
Resend API key, sender identity, domain verification
Roles & Permissions
Custom roles, access control
Data & Privacy
GDPR export, audit logs
Teams
Create and manage teams
Members
Add/remove users, invitations
API Keys
API key management
Import / Export
Bulk data import and export
Some settings require Admin or Owner role to modify. If you see a locked icon next to a setting, contact your workspace administrator.
Plan & Billing
Billing
Subscription management
Modules
Enable/disable modules
Accessing Settings
Method 1: Sidebar
Click Settings in the left sidebar to open the settings hub.
Method 2: User Menu
- Click your avatar in the top-right corner
- Select Settings from the dropdown
Method 3: Direct URL
Navigate directly to specific settings:
https://your-workspace.workestra.app/settings/profile
https://your-workspace.workestra.app/settings/aiNext Steps
Start with personal settings, then explore workspace configuration:
Recommended: Update Your Profile →