Settings: overview

Settings: overview

In Settings, you manage three areas: Account, Workspace, and Organization. This is where you adjust your profile and notifications, manage members and connections – and set the strategic foundations for your content.

Many problems can be solved here quickly: missing data, disconnected channels, the wrong time zone, or unclear roles. Once you understand which setting lives where, you save yourself a lot of searching.

If you're just getting started and wondering in what order to approach setup and connections, the onboarding overview helps: Onboarding overview: get started in just a few minutes.

Where do I find Settings?

You reach Settings via the user menu (bottom left). There you'll find the Account, Workspace, and Organization areas.

1) Account: your profile, security & notifications

These are settings that only affect you.

• Profile:
  • First and last name
  • Email address
  • Job title & bio
  • Language & region
  • Time zone, date format, time format
• Security: change your password
• Notifications: email and push notifications

2) Workspace: everything about your workspace

These are settings that are relevant to everyone in the workspace.

Typical areas:

• General: workspace avatar, name, and description (see: Workspace settings: general)
• Labels: add, edit, or delete labels
• Members: invite workspace members, change roles, or remove them from the workspace
• Social Media Accounts: connect and manage accounts (available vs. connected)
• Apps: manage integrations (currently e.g. Canva)
• AI Crew: configure the AI Crew
  • Language, form of address, response length, emojis, fine-tuning
  • Knowledge base (documents as reference material)
  • Rules/do's & don'ts, topic priorities, platform settings (e.g. hashtag strategy, post length, tone adjustment)

3) Organization: brand & strategy

The organization sits above everything and bundles strategic foundations.

Typical areas:

• Brand Hub: filled automatically during onboarding (e.g. from your company website) and contains, among other things, your brand identity plus company and marketing goals – everything can be adjusted later
• Strategy Hub: have a strategy created for you or build one yourself
• Members: manage organization members
• Billing: view your current subscription plan and usage figures

What should you check first if something doesn't work?

1. Social Media AccountsIf a connection isn't clean, posting, Inbox, and Insights can be limited.
2. Members / rolesIf someone "can't see" something or can't edit it, it's often a permissions issue.
3. Account profile (time zone/format)If times or dates look "odd", it's often a wrong time zone or format.

✅ Quick start: Problems with posting/Inbox/Insights? Check Social Media Accounts first. Team issue? Check members and roles. Wrong times? Check time zone/format in your account profile.

Further reading (related topics)

• Workspace settings: general – if you want to adjust the name, branding, or basic configuration.
• How do I manage members? – invitations, roles, and access.
• Apps – manage integrations like Canva.
• Connecting channels: overview – for social media connections (onboarding vs. Settings).
• Account: profile, security, and notifications – personal settings in detail.
• Editing your profile information – a quick direct link for profile changes.
• KNOWYOURCHAT glossary – terms around settings, roles, and accounts.