How settings are organized
| Group | What’s here |
|---|---|
| Getting Started | Setup — the onboarding checklist for your firm. |
| Account | Your personal preferences: Connections, Profile, Notifications, Memories, Metal MCP, Prompts, Skills. |
| Firm Guidance | How the firm wants Metal to behave: Automations, Chat Defaults, Scoring, Firm Prompts, Firm Skills, System Prompts, Dashboards. |
| Firm Knowledge | Your firm’s data and how it’s organized: Integrations, Enrichment, Extraction, Taxonomy, Topics, Deal Profiles. |
| Organization | People and access: Members, Teams, API & MCP Access, Usage, Feedback Inbox. |
Account settings are available to everyone. Firm-wide settings (Firm Guidance, Firm Knowledge, most of Organization) require an admin role.
Common tasks
Members
Add teammates and manage teams.
Integrations
Connect CRM and file storage.
Taxonomy
Configure deal stages, statuses, and labels.
Enrichment
Choose what Metal enriches automatically.