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Settings
Workspace-level preferences that affect the dashboard and connected features.
What this page is for
Use for general configuration.
How to set it up
- 1Review defaults.
- 2Save only settings that match the business workflow.
Demo workflow
Settings workflow demo
A workspace user opens Settings and needs to understand what action to take.
1
Open the page
Go to Settings from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.