Access Settings by clicking your name/avatar at the bottom left of the sidebar, then selecting Settings.
Settings Tabs
1. Account
Profile information (First Name, Last Name, Email)
Profile image upload
User preferences (confetti celebration on close toggle)
Active sessions management
Change password (if enabled)
2. Email
Three sub-sections accessible via toggle:
Email Templates - Create, edit, and manage email templates
Email Signatures - Create signatures from scratch, with AI, or import from Gmail; set defaults
Rules - Define email composition rules for Ava (date formatting, tone, etc.)
3. Task Templates
Upload task templates (drag & drop or paste)
Search and edit existing templates
Manage team access to templates
4. Compliance Templates
Upload compliance/document templates
Search and edit existing templates
Manage team access
5. Reminders
In-app notifications for reminders (on/off)
Email notifications for reminders (on/off)
Daily overview email at 8 AM your timezone (on/off)
6. Intake
Manage excluded fields for intake sections
7. Integrations
Calendar: Google Calendar
Email: Gmail
CRM: Follow Up Boss (FUB)
8. Users (requires Admin access)
View team members and pending invites
Invite new users by email
Assign roles: Super Admin, Admin, or User
Remove team members
9. Billing (Super Admin only)
View available transaction credits
Buy credits
View billing/purchase history
Apply promo codes
10. Company (Super Admin only)
Company information
Workspace timezone configuration