Account & billing

Settings overview

The Settings hub — links to every per-Org configuration surface from one place.

Customer-app route: /settings
Who uses this: Every authenticated team member.

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

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

Add a teammate

Open Users.
Send an invite. The teammate gets a magic-link email.
They click → land in the workspace signed in.