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Guide · Getting started

Workspace settings, security, and teams

Where profile, security, billing, and Agency-only team seats live — and how to invite people without breaking seat limits.

Guide · Getting started · 7 min read · Updated 2026-07-23

Workspace settings menu

Use the Workspace settings control in the sidebar for Users & teams, Billing, Security, Integrations, and All settings. This is the map when someone says “I can’t find X.”

Business profile

Settings holds your company profile used to personalize AI and outreach. Keep services, ICP, and goals filled in and current.

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Security

Use Security settings for password and account protection habits. Never share SMTP app passwords or API keys in chat or email threads.

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Users & teams

Team seats unlock on Agency+ plans (defaults: Agency up to 5, Enterprise up to 25; owner counts as 1). Invite members from Users & teams when your plan includes seats.

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Light / dark mode

Use the moon/sun toggle in the top bar. Preference is saved for your account so every login matches your desk.

Put this into practice

Start a free trial and run your first Lead Finder search with AI scoring — no card required.

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