Account Settings
Open the workspace menu and choose Settings. Personal settings apply to you; administration settings apply to the active workspace.Personal Settings
Agent personalization is useful for durable instructions such as your preferred markets, terminology, analysis conventions, or output style. Put request-specific details in the research brief instead.
Workspace Settings
Workspace owners and administrators can also manage the workspace itself, brand assets, integrations, teams, members, and record properties. Billing and usage visibility depends on your role and subscription. See Team Management for a guide to those shared settings.Switch Workspaces
If you belong to more than one workspace, use the workspace menu to switch between them. Each workspace has its own research, projects, records, data configuration, integrations, and billing.Check which workspace is active before starting research or changing an
administrative setting.