Settings overview
Every settings page. Captions are on the picture. There is no voiceover and no music.
Transcript: Members is where an admin invites people, changes roles, and removes a member. Teams group members. A contract type can limit access to a team. Contract types set the fields and the autofill switch for new contracts. Fields are the custom values those types can ask for. Counterparties holds the directory, CSV import, merge, and who may create one. Key date reminders set how many days ahead a date is notified. Service accounts are named API callers with their own tokens. API tokens belong to a person. A token cannot create another token. Webhooks post a thin event when something you subscribe to changes. Admins set up company sign-in here. Password and email sign-in stay available. AI autofill stores the provider and the workspace switch. Audit Centre is the admin history of the workspace. It is only in this settings list.
Open the account menu from your name and choose Settings. An admin lands on Members. A member lands on API tokens. The sidebar then lists Back to Contracts and the sections below. An old /admin address opens the matching settings page.
A member who opens any other settings address sees “You don’t have access to this page.” and “Ask a workspace admin if you need it.”
| Section | Address | Who |
|---|---|---|
| Members | /settings/members |
Admin |
| Teams | /settings/teams |
Admin |
| Contract types | /settings/contract-types |
Admin |
| Fields | /settings/fields |
Admin |
| Counterparties | /settings/counterparties |
Admin |
| Key date reminders | /settings/notifications |
Admin |
| Service accounts | /settings/service-accounts |
Admin |
| API tokens | /settings/api-tokens |
Every member |
| Webhooks | /settings/webhooks |
Admin |
| Sign-in | /settings/sign-in |
Admin |
| AI autofill | /settings/ai |
Admin |
| Audit Centre | /settings/audit |
Admin |
Audit Centre is only in this list. It is not in the account menu. /audit opens /settings/audit and keeps the query string.
Key date reminders is the label in the sidebar. The address stays /settings/notifications. Your own notification choices are on Profile, not on that page.
Sign-in saves an OIDC or SAML draft. For OIDC, an admin can seal a client secret, run Test sign-in, verify a domain, and choose Enable company sign-in. Company sign-in is optional. A SAML draft does not sign anyone in.