Settings

Overview

Settings is organized into six tabs. Some tabs are only visible to account owners and admins.

Getting Started

Click Settings in the left sidebar to open the settings page. Use the tab navigation on the left to switch between sections.

Tabs

General

Available to all users. Manage your personal profile and preferences.

• Profile — Upload an avatar (JPG, PNG, or GIF, max 2MB), update your full name. Your email is locked to your login provider.
• Preferences — Set your preferred language and timezone.
• Notifications — Toggle email notifications on or off for comments, @mentions, deadline reminders, and scheduled task completions.
• Danger Zone — Remove your account (requires confirmation).

Account

Available to owners and admins. Manage your organization account.

• Account Name — Update your organization’s account name.
• Enterprise — Configure SSO (Okta, Azure AD, Google Workspace), directory sync (SCIM), and domain verification. Available on Enterprise plans.
• Danger Zone — Delete the entire account and all associated data (requires typing your account name to confirm).

Billing

Available to owners and admins. Manage your subscription and payments.

• Current Plan — View your plan tier (Free, Starter, Pro, or Pro+) and upgrade or adjust. See Plans & Pricing for tier details.
• AI Usage — View your AI usage budget, current consumption, and overage status. See AI Usage & Budgets for details.
• Cost Breakdown — See per-workspace pricing and monthly totals.
• Payment Method — View or update your card on file.
• Billing History — View past invoices and download PDFs.
• Cancellation — Cancel your subscription if needed.

Workspaces

Available to owners and admins. Manage your team’s workspaces.

• Workspace List — View all workspaces with their members, plan tier, and creation date.
• Create Workspace — Add a new workspace and assign team members.
• Manage — Rename, delete, or leave workspaces. Upgrade or downgrade individual workspace plans.
• Members — Add or remove members from specific workspaces.

Team

Available to owners and admins. Manage your team members and invitations.

• Members Table — View all team members with their name, email, role, workspaces, and last active date.
• Roles — Assign workspace roles: admin (full workspace control), editor (create and edit content), commenter (view and comment), or viewer (read-only). See Roles & Permissions for details.
• Invite Members — Send email invitations with a role and workspace assignment.
• Pending Invites — View and revoke outstanding invitations.

Integrations

Available to all users. Connect external services.

• Google Drive — Connect your Google Drive to import documents directly into Grantable.
• OneDrive — Connect your Microsoft OneDrive to import documents directly into Grantable.
• SharePoint — Connect your Microsoft SharePoint sites to import documents directly into Grantable.
• Dropbox — Connect your Dropbox account to import documents directly into Grantable.
• Box — Connect your Box account to import documents directly into Grantable.

Tips

• Keep your timezone setting accurate — it affects how deadlines and dates are displayed throughout the app.
• Use Workspaces to organize your team by project, client, or department.
• The Danger Zone in both General and Account tabs requires explicit confirmation to protect against accidental deletions.