> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guhan.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace settings

> Every tab under Settings, what it controls, and when you'd use it.

Access **Settings** from the gear icon at the bottom of the sidebar (or the user menu). Settings is organized into tabs — here's what each one does.

## General

* **Workspace name** — how your workspace shows in the sidebar and on invites
* **Workspace slug** — the URL fragment (e.g., `guhan.ai/acme` where "acme" is the slug)
* **Time zone** — used for sending windows, sweep schedules, and Meetings display
* **Delete workspace** — permanent; contact support to restore

## Members

Manage who has access.

* **Invite** — send an email invite; pick a role
* **Change role** — promote / demote a teammate
* **Remove** — offboard a teammate (their sender accounts stay but need reassignment)
* **Pending invites** — resend or revoke

## Roles

Beyond the 3 built-in roles (Workspace Admin, Campaign Manager, Sales Rep), you can create custom roles with granular permissions.

Built-ins:

* **Workspace Admin** — full access
* **Campaign Manager** — create + edit + launch agents; can't delete workspace records or manage billing
* **Sales Rep** — see + reply to assigned prospects only

See [Roles and permissions](/workspace-settings/roles-and-permissions) for details.

## Sender accounts

Every LinkedIn / email / WhatsApp account Guhan uses to send.

* **+ Connect** — add a new sender
* **Reauth** — re-authorize when OAuth expires
* **Schedule** — set the sender's active hours + timezone + weekdays
* **Quotas** — adjust per-action daily caps
* **Owner** — reassign to a teammate
* **Disconnect** — remove; pauses any in-flight sequences using this sender

See [Sender accounts](/get-started/sender-accounts/overview) for concept + safety detail.

## Calendars

Connect your calendar for meeting bookings.

* **Google Calendar** — native OAuth
* **Outlook Calendar** — native OAuth
* **Cal.com** — paste your booking URL
* **Calendly** — paste your booking URL

Configure meeting duration, buffer time, meeting title template, available hours.

See [Meetings](/meetings/overview) for the full flow.

## Do Not Contact (DNC)

The workspace-wide block list.

* **Emails** — specific email addresses to never message
* **LinkedIn URLs** — specific people to never message
* **Domains** — every prospect at this domain gets auto-blocked (add your own domain here so you don't outreach yourself)
* **Companies** — LinkedIn company URLs; auto-blocks all their employees

Enforced globally across every agent.

## Data sources

Third-party integrations for enrichment + discovery.

* **Crustdata** — the LinkedIn-adjacent database Guhan uses for company + person enrichment (managed for you)
* **HarvestAPI** — LinkedIn discovery + engagement (managed)
* **Unipile** — sender-account OAuth layer (managed)

Nothing to configure here in most cases — it's status + connection info.

## Billing

Manage your plan + credits + payment method.

* **Current plan** — Starter / Growth / Scale + current billing cycle
* **Credit balance** — monthly grant + top-up pool + last 50 ledger entries
* **Buy credit pack** — top up with a 200 / 1,000 / 2,000 credit pack
* **Change plan** — upgrade (immediate) or downgrade (at cycle end)
* **Payment methods** — cards + billing address
* **Invoices** — download past invoices
* **Cancel subscription** — takes effect at cycle end

See [Plans and credits](/workspace-settings/plans-and-credits) for the full pricing overview.

## Notifications

Configure how Guhan pings you.

* **Real-time** — new Inbox task, meeting request, sender reauth needed
* **Daily digest** — 8am summary
* **Weekly summary** — Monday morning stats
* **Channels** — email / in-app / SMS / WhatsApp (if you enabled Ask Guhan on WhatsApp)

## API keys (Advanced)

For programmatic access — currently limited to a few internal use cases. Contact [hello@guhan.ai](mailto:hello@guhan.ai) if you need API access.

## Related

<CardGroup cols={2}>
  <Card title="Plans and credits" icon="coins" href="/workspace-settings/plans-and-credits">
    What credits cost + how to buy more.
  </Card>

  <Card title="Roles and permissions" icon="key" href="/workspace-settings/roles-and-permissions">
    Built-in roles + custom-role builder.
  </Card>
</CardGroup>