Skip to main content

​
Project Settings

Project Settings is the central hub for managing all aspects of your project, including configuration, members, roles, billing, API keys, integrations, and security logs. Access it from the project sidebar or by navigating to your project’s settings page.

​
Overview

Project Settings provides comprehensive control over:
  • Project Configuration: Name, description, visibility, and feature settings
  • Team Management: Add members, assign roles, and manage permissions
  • Billing & Credits: Monitor usage and billing information
  • Security: API keys, integrations, and audit logs
  • Customization: Prompts, roles, and project-specific settings

​
Accessing Project Settings

  1. From Project Sidebar
    • Open your project
    • Click the Settings icon in the sidebar
    • Or navigate to the project settings page
  2. Direct Navigation
    • Go to your project dashboard
    • Click Project Settings from the menu

​
Settings Tabs

Project Settings is organized into the following tabs:

​
General

Configure basic project information and settings:
  • Project Details: Name, description, and project ID
  • Project Configs:
    • Public Project: Make project publicly accessible
    • Team Settings: Allow team access and set default roles
    • Data Extraction Methods: Configure how data is extracted
    • Mask PII: Enable PII masking for sensitive data
    • Inline Citations: Show citations in responses
    • Automator V2: Enable new workflow engine
    • Transcription Provider: Configure voice transcription
  • Project Sharing: Generate invite links with role selection
  • Data: View and manage project data
  • Danger Zone: Leave or delete the project

Project Details

Update your project name and description to help team members identify it easily.

Project Configs

Configure project-wide settings that affect all agents and workflows in the project.

​
Members

Manage project members and their access:
  • Add Members: Invite users via email or invite link
  • Manage Roles: Assign and change member roles
  • Remove Members: Remove users from the project
  • Export Members: Download member list as CSV
  • View Member Details: See member email, role, and join date
Only users with appropriate permissions can add or remove members. Project admins have full access to member management.

​
Billing

Monitor project usage and billing:
  • Billing Owner: View who is billed for project usage
  • Credits Information: See available credits and usage
  • Billing Actions: View history of billing-related actions
  • Usage Tracking: Monitor credit consumption over time
All credits used in the project are billed to the team owner. Ensure you understand your billing plan before heavy usage.

​
Roles

Create and manage custom roles with granular permissions:
  • Default Roles: Admin, Editor, Viewer (pre-configured)
  • Custom Roles: Create roles with specific permissions
  • Permission Management: Configure what each role can do
  • Role Assignment: Assign roles to project members

Create Custom Roles

Define roles with specific permissions tailored to your team’s needs.

Permission Granularity

Control access at a fine-grained level for security and compliance.

​
API Keys

Manage project-specific API keys:
  • Create API Keys: Generate new keys for project access
  • View Keys: See all active API keys
  • Copy Keys: Quickly copy keys for use in integrations
  • Delete Keys: Revoke access by deleting keys
  • Key Management: Organize and name keys for easy identification
API keys are project-specific and provide access to project resources. Keep them secure and rotate them regularly.

​
Prompts

Create and manage project-level prompt templates:
  • Create Prompts: Build reusable prompt templates
  • Edit Prompts: Update existing prompts
  • Delete Prompts: Remove unused prompts
  • Quick Access: Team members can select prompts from dropdown
  • Project-Specific: Prompts are shared across all project members

Quick Access

Team members can quickly select prompts from a dropdown in the message input.

Shared Templates

Prompts are available to all members of the project for consistency.

​
Integrations

View and manage project-specific integrations:
  • OAuth Integrations: See connected services (Gmail, Slack, etc.)
  • Integration Details: View scope, service name, and connection date
  • Remove Integrations: Disconnect services when no longer needed
  • Project vs Global: Distinguish between project-specific and global integrations
Project integrations are specific to this project. Global integrations (legacy) are being phased out and will be migrated to project-specific integrations.

​
Security Logs

Monitor project activity and security:
  • Audit Trail: View all project actions and events
  • Filtering: Filter by user, date range, action type, and role
  • Export Logs: Download logs for compliance and analysis
  • Search: Search logs by user email or action
  • Real-time Monitoring: Track activity as it happens

Compliance

Export logs for compliance audits and security reviews.

Activity Tracking

Monitor who did what and when for security and accountability.

​
Permission-Based Access

Project Settings respects role-based permissions:
  • Admin: Full access to all settings
  • Editor: Limited access (may not access Members, Roles, or API Keys)
  • Viewer: Read-only access to most settings
Some tabs may be hidden based on your role. Contact your project admin if you need access to specific settings.

​
Best Practices

​
Security

  1. Regular Audits: Review security logs periodically
  2. Key Rotation: Rotate API keys regularly
  3. Role Management: Use least-privilege principle for roles
  4. Member Review: Regularly review and remove inactive members

​
Organization

  1. Clear Naming: Use descriptive names for projects and API keys
  2. Documentation: Document custom roles and their purposes
  3. Prompt Library: Build a library of reusable prompts
  4. Team Communication: Use project description to communicate purpose

​
Billing

  1. Monitor Usage: Regularly check billing tab for credit usage
  2. Set Limits: Use roles to control who can consume credits
  3. Review Actions: Check billing actions for unexpected usage