
User management
Add team members:- Go to Settings → Users
- Click “Invite User”
- Enter email address and select role
- Send invitation
- Admin - Full access to all features and settings
- User - Can create tasks, workflows, and use integrations
- Viewer - Read-only access to workflows and results
- Remove users who no longer need access
- Change roles as team responsibilities evolve
- Audit user activity in the logs section
Integration settings
Connected services: View and manage all your tool integrations in one place. API credentials: Store and rotate API keys, tokens, and other secrets securely. Permission scopes: Control what each integration can access in your systems. Health monitoring: Get notified when integrations go offline or fail authentication.Organization preferences
AI Models: Configure language models for your workspace including Claude 3.5 Sonnet, Claude 3 Opus, and GPT-4o. Set capabilities like advanced reasoning, function calling, complex analysis, creative writing, and multimodal support. Default settings:- New workflow timeout limits
- Default agent selection
- Notification preferences
- Data retention policies
- Require two-factor authentication
- IP allowlist for access
- Session timeout duration
- Audit log retention
- View current plan limits
- Track API usage and costs
- Upgrade or downgrade plans
- Download usage reports
Workflow settings
Execution limits: Set maximum runtime and resource usage for workflows. Approval workflows: Require approval for workflows that affect production systems. Scheduling: Configure timezone and business hours for scheduled workflows. Notifications: Set up alerts for workflow failures, completions, and other events.Advanced configuration
Custom domains: Set up your own domain for Composer access. SSO integration: Connect with your identity provider (SAML, OAuth, etc.). Webhook endpoints: Configure external systems to trigger workflows. Export and backup: Download your workflows and configurations for backup.Need help?
- Can’t find a setting? Use the search bar at the top of settings
- Integration not working? Check the connection status and test it
- Need admin access? Contact your organization owner
- Want to change plans? Go to Billing in the left sidebar
Pro tip: Start with connecting one integration and inviting one teammate. You can always expand from there.