Quick Configuration
Get started quickly with essential setup steps. This section guides you through the most important configuration choices when first setting up your workspace.Personal
Settings that apply to your user account, not the workspace.| Section | Description |
|---|---|
| Profile | Your name, avatar, and personal preferences. |
| Email addresses linked to your account for notifications and authentication. |
Workspace
Settings that apply to the entire workspace. These affect all members and how the workspace operates.| Section | Description |
|---|---|
| General Information | Workspace name, slug, and basic identification. |
| Members | Invite and manage workspace members, roles, and permissions. |
| Configure email addresses and connected mailboxes for workspace communications. | |
| Branding | Customize logos, colors, and visual identity for forms and communications. |
| Domains | Set up custom domains for forms and email. |
| Data Security | Data retention rules and deletion audit logs. Control how long data is kept and trace what was deleted. |
| Secrets | Store API keys, credentials, and other sensitive values for use in Penscript and automations. |
| API | Create and manage API tokens for Connect API access. |
| Usage | View usage metrics, limits, and consumption across the workspace. |