# Settings overview (/docs/settings/settings-overview)

Settings holds everything about you (your profile, sign-in security, alerts, shortcuts and referrals) and everything about the workspace you're in (its name, members, billing and usage; API keys are coming soon). Each section is its own page, listed in the settings menu beside it.

- **Who can use it:** Everyone. The **Account** sections are yours and always editable. The **Workspace** sections change what everyone in the workspace sees, so only owners and admins change them; members and viewers can open them to read, with a **View only** notice.
- **Before you start:** Nothing.

![Settings open on Profile: the Settings menu with Account and Workspace groups beside the Profile page](/screenshots/settings-overview/01-settings.webp)

## Open settings [#open-settings]

<Steps>
<Step>

### Use the account menu [#use-the-account-menu]

At the bottom of the sidebar, click your name. Choose **Profile** to go straight to your profile, or **Settings** to open the settings, which start on **Profile** too.

![The account menu open above your name, with Profile and Settings, which shows the keys G then S](/screenshots/settings-overview/02-account-menu.webp)

</Step>
<Step>

### Or press G then S [#or-press-g-then-s]

Anywhere in Mokanata, press <kbd>G</kbd> and then <kbd>S</kbd> to open settings. See [Keyboard shortcuts](/docs/settings/keyboard-shortcuts) for every go-to key.

</Step>
<Step>

### Go to the workspace settings [#go-to-the-workspace-settings]

To change the workspace itself, click the workspace name at the top of the sidebar and choose **Workspace settings**. It opens the **Workspace** page.

![The workspace menu listing Northwind Labs and Harbor Supply with your role in each, and Workspace settings at the bottom](/screenshots/settings-overview/03-workspace-menu.webp)

</Step>
<Step>

### Or search for a section [#or-search-for-a-section]

Press <kbd>⌘</kbd> <kbd>K</kbd> (<kbd>Ctrl</kbd> <kbd>K</kbd> on Windows and Linux) and type the section's name, such as "security" or "billing". Settings results read "Profile · Settings", "Danger zone · Settings" and so on. **Language & region** and **Danger zone** jump straight to their part of the page. **Referrals** isn't in the search yet: open it from the settings menu.

</Step>
</Steps>

## Find your way around the settings menu [#find-your-way-around-the-settings-menu]

The settings menu has two groups.

| Group | Section | What it holds |
| --- | --- | --- |
| Account | [Profile](/docs/settings/profile) | Your name, job title, avatar, time zone and login email. |
| Account | [Security](/docs/settings/security) | Your passkeys, authenticator app, signed-in devices and the [Danger zone](/docs/settings/danger-zone). |
| Account | [Notifications](/docs/settings/notifications) | Which alerts you want by email, push or in the app, quiet hours and the weekly digest (saved; not sent yet). |
| Account | [Keyboard shortcuts](/docs/settings/keyboard-shortcuts) | Every shortcut, and the keys you've changed. |
| Account | [Referrals](/docs/settings/referrals) | Your referral link, the people you referred and the credit they earned. |
| Workspace | [Workspace](/docs/settings/workspace) | The workspace name, address, team size and logo, plus [custom domains](/docs/settings/custom-domains) and [language and region](/docs/settings/language-region). |
| Workspace | Members & roles | [Members and invites](/docs/settings/members), [roles and permissions](/docs/settings/roles) and [channel access](/docs/settings/channel-access). |
| Workspace | [Billing](/docs/settings/billing) | The plan, payment card, invoices, credits and billing emails. |
| Workspace | [Usage](/docs/settings/usage) | Agent actions, AI tokens and messages for any date range. |
| Workspace | [API keys](/docs/settings/api-keys) | **Coming soon.** Keys for code and AI assistants; nothing uses them yet. |

On a wide screen the menu sits to the left of the page:

- Click **Account** or **Workspace** to fold that group away. A folded group shows how many sections it holds, such as "Workspace · 5".
- Click the panel button next to **Settings** to collapse the menu to a narrow rail of icons. Point at an icon to see its name, and click the button again to expand it.

Mokanata remembers both choices in this browser.

![The settings menu collapsed to a rail of icons, with the Notifications tooltip showing next to its bell icon](/screenshots/settings-overview/04-nav-collapsed.webp)

On a phone or a narrow window, the sections become one row above the page. Swipe it sideways; the section you're on stays in view.

![On a phone, the sections in one scrolling row under the top bar, with Notifications selected](/screenshots/settings-overview/05-phone.webp)

## What your role can change [#what-your-role-can-change]

Your role in the workspace decides whether you can change the **Workspace** sections. The **Account** sections are always yours to change, whatever your role.

| Section | Owner | Admin | Member | Viewer |
| --- | --- | --- | --- | --- |
| Profile, Security, Notifications, Keyboard shortcuts, Referrals | Change | Change | Change | Change |
| Workspace, Members & roles, Billing | Change | Change | View only | View only |
| Usage | Read and export | Read and export | Read | Read |
| Danger zone: leave the workspace | No (transfer ownership first) | Yes | Yes | Yes |
| Danger zone: transfer ownership, delete the workspace | Yes | No | No | No |
| Danger zone: delete your account | Yes | Yes | Yes | Yes |

A custom role follows the access level it's built on: a custom role on Admin access changes workspace settings, one on Member or Viewer access reads them. See [Roles and permissions](/docs/settings/roles).

If you can't change a workspace section, it shows a lock in the settings menu. It still opens, and a **View only** notice under the title says your role and who to ask. The page shows the settings as plain facts instead of fields.

![A viewer's settings: Workspace, Members & roles, Billing and API keys (coming soon) carry a lock, and the Workspace page shows a View only notice above its read-only facts](/screenshots/settings-overview/06-view-only.webp)

## Save your changes [#save-your-changes]

Pages with a form, such as Profile and Notifications, don't save as you type. When you change something, a bar appears at the bottom of the page with how many changes are waiting, **Discard** and **Save changes**. Pressing <kbd>Enter</kbd> in a field saves too.

If you go to another page before saving, Mokanata asks **Discard unsaved changes?**. Choose **Keep editing** to go back, or **Discard and leave** to lose the changes. If you reload or close the tab instead, your browser asks whether to leave.

Some settings save the moment you change them instead, such as keyboard shortcuts, the workspace logo and custom domains. Each guide says which.

## Old settings links [#old-settings-links]

Some settings moved. Bookmarks to the old addresses still work and take you to the new place.

| Old address | Opens |
| --- | --- |
| `/settings` | Profile |
| `/settings/members` | Members & roles, on the Members tab |
| `/settings/channel-access` | Members & roles |
| `/settings/language-region` | Workspace, at Language and region |
| `/settings/danger-zone` | Security, at the Danger zone |

A few dialogs have an address of their own, so you can share a link that opens them, and your browser's Back button closes them, such as inviting referrals by email (`/settings/referrals?dialog=invite`).

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="It says This settings page doesn't exist">
The address doesn't match a settings section, often because of a typo or an old link. Pick a section from the settings menu, or click **Open your profile**.
</Accordion>
<Accordion title="A workspace section shows View only">
Your role reads workspace settings but can't change them. Ask an owner or admin in your workspace to make the change, or to give you a role with Admin access. See [Roles and permissions](/docs/settings/roles).
</Accordion>
<Accordion title="A panel says Couldn't load and shows Try again">
Mokanata couldn't fetch that part of the page. When the message ends with "Mokanata can't be reached", check your connection. Then click **Try again**. If the whole page says **This page didn't load** or **You're offline**, click **Try again** there.
</Accordion>
<Accordion title="A change wasn't saved, or it says Too many attempts">
When a save fails, the message says what didn't save and why. If the connection or Mokanata was the problem, it has a **Retry** button that stays until you use it. **Too many attempts** means you tried something too often in a short time: wait the time it shows, then try again. A message that only owners and admins can change something means your role reads that setting but can't change it.
</Accordion>
<Accordion title="I don't see Referrals when I search with ⌘K">
Referrals isn't in the search yet. Open settings and choose **Referrals** in the **Account** group.
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Your profile" href="/docs/settings/profile" description="Set your name, avatar, time zone and login email." />
<Card title="Security" href="/docs/settings/security" description="Passkeys, your authenticator app and signed-in devices." />
<Card title="Workspaces and roles" href="/docs/getting-started/workspaces-and-roles" description="Switch workspaces and see what each role can do." />
<Card title="Roles and permissions" href="/docs/settings/roles" description="Create roles and decide who can change what." />
</Cards>
