Settings

Open Settings from the bottom of the sidebar. You land on your Profile. Settings has two groups: Account, which is just for you, and Studio, which changes things for everyone.

Account (everyone)

• Profile: your name, job title, phone and photo. See Update your profile.
• Security: your password, two-factor authentication and signed-in devices. See Change your password, Turn on two-factor authentication and Sign out of other devices.
• Preferences: which alerts and emails reach you. See Choose your notifications.
• Privacy: your analytics cookie choice. See Change your cookie settings.

Studio (admins)

• General: studio name, contact details, address, VAT number, timezone and logos. See Update your studio details and Add your studio logo.
• Project colors: the colour of each project on the calendar. See Change a project's colour.
• Team and Roles & permissions: who is in the studio and what each role can do. See Team, capacity and reports.
• Billing: your plan, seats and invoices. See Manage your studio's billing and How pricing and seats work.
• Finance: currency, VAT and billable defaults, who can correct logged time, and bank details. See Set your finance defaults.
• Procurement: when items are flagged as at risk. See Set procurement risk thresholds.
• Drawings: the checklist every drawing package starts with. See Edit the drawing checklist.
• Templates: the phases and tasks new projects start with. See Build project templates.
• Planning and Capacity: the working week and the capacity plan. See Set planning assumptions.
• Integrations: Slack and Xero. See Connect Slack.
• Meeting notes, Automations and AI usage: see Techstyles AI.
• AI and API access: keys for AI assistants and scripts. See Create or revoke an API key.
• Storage: how much space your files use. See Check and free up storage.

Thinking about security, exports or leaving? See Your data: security, export and leaving.

Good to know

• Each page saves on its own. Nothing is saved until you click that page's save button, unless the article says a change saves straight away.
• Managers see Capacity under Studio. They see the other studio pages only if an admin gives them Settings in Roles & permissions, and some of those pages can still only be saved by an admin.
• Members see the Account group only.
• If you open a settings page your role can't use, you are taken back to your profile.