> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace settings

> Find your way around Metal's settings.

Settings hold both your personal preferences and (for admins) firm-wide configuration. Open **Settings** from your profile menu in the bottom-left of the sidebar, or press <kbd>⌘</kbd> <kbd>,</kbd>. Use **Back to app** to return, and **Search settings** to jump to a section.

## 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**.                                                             |

<Note>
  Account settings are available to everyone. Firm-wide settings (Firm Guidance, Firm Knowledge, most of Organization) require an **admin** role.
</Note>

## Common tasks

<CardGroup cols={2}>
  <Card title="Members" icon="users" href="/help/admin/users">
    Add teammates and manage teams.
  </Card>

  <Card title="Integrations" icon="plug" href="/help/integrations/overview">
    Connect CRM and file storage.
  </Card>

  <Card title="Taxonomy" icon="tags" href="/help/admin/taxonomy">
    Configure deal stages, statuses, and labels.
  </Card>

  <Card title="Enrichment" icon="sparkles" href="/help/enrichment">
    Choose what Metal enriches automatically.
  </Card>
</CardGroup>