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Settings ​

Settings are split into two areas: Account Settings (your own) and Organization Settings (the whole organization). Settings at the bottom of the sidebar opens the organization's settings.

Account Settings ​

PagePathDescription
Profile/settings/account/profileYour personal profile
Organizations/settings/account/organizationsThe organizations you belong to: switch, create or leave one
Invites/settings/account/invitesAccept or decline invitations to other organizations
Inbox/settings/account/inboxYour inbox
Notifications/settings/account/notificationsChoose which email notifications you receive

Organization Settings ​

PagePathDescription
General/settings/organization/generalOrganization name, the AI features switch, deleting the organization
Company profile/settings/organization/companyThe legal entity behind the organization, for invoices
Members/settings/organization/membersMembers, roles and invitations
Usage/settings/organization/usageYour plan's limits and what the organization uses
Subscription/settings/organization/subscriptionYour plan, what it costs, and changing it
Payments/settings/organization/paymentsPayment method and payment history
AI credit/settings/organization/ai-creditPrepaid balance for Shaep AI (shown when AI features are on)
Credentials/settings/organization/credentialsApp credentials, agents and managed identities
My Agents/settings/organization/my-agentsAgents that act as you, within your own permissions
Channels/settings/organization/channelsWhere people and agents meet outside the portal (email, Signal)
Audit Logs/settings/organization/audit-logsSecurity and compliance events for your organization
Compliance/settings/organization/complianceWhat each workspace handles, asked of the people creating workspaces
Projects/settings/organization/projectsProjects and who can see them
Runners/settings/organization/runnersCI runner count, size and timeout
Secrets/settings/organization/secretsOrganization-wide CI, scan and editor secrets

Feature-Gated Pages ​

Some pages only show when the corresponding feature is enabled:

PageFeature FlagDescription
Aliases (account)aliasesLinked messaging identities such as Signal, SMS or email
Policy (organization)policiesHow inbound messages are routed and processed

Role Requirements ​

ActionMinimum Role
View members and usageViewer
Create agents that act as you (My Agents)Any member
Create workspaces, projects and deployments; start editorsContributor
Invite members, change roles, remove membersAdmin
Create and revoke credentialsAdmin (credentials with the Audit trail preset: Owner)
Edit the name and company profileAdmin
Manage the payment method and AI creditAdmin
View audit logsAdmin
Delete workspaces and deploymentsAdmin
Change or cancel the planOwner
Turn AI features on or offOwner
Transfer ownership, delete the organizationOwner

Admin actions such as changing a role, removing a member, revoking a credential or changing the plan ask you to sign in again before they run. You come back to the same page; press the button once more.

Guides ​

Next Steps ​

Shaep Documentation