Workspace settings

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, Default Dashboards.
Firm Knowledge	Your firm’s data and how it’s organized: Integrations, Enrichment, Extraction, Financial Metrics, Taxonomy, Custom Attributes, 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.

Connect CRM and file storage.

Configure deal stages, statuses, and labels.

Add firm-defined fields on companies, deals, people, and activities.

Choose what Metal enriches automatically.

Define custom financial metrics for extraction.

See how Metal groups deal history for similar deals and benchmarking.

Edit dashboard layouts and add widgets with the assistant.