Last updated October 29, 2026
Section 1.6: Account and workspace settings
Settings holds your account, your workspace, billing, integrations and the ABRAM assistant in one window. Pick a group from the list on the left and its sections open on the right. A switch or a choice saves the moment you change it. A group of text fields has its own Save button.
Some groups only appear when they apply to you. General and Sign-in and SSO under Workspace, and Team & roles, are for owners, admins and members with the Manage people permission, on Pro and above. Audit log also needs SMB / Enterprise, and Company setup only shows in a personal workspace. Sidebar has a switch for each place in the left-hand sidebar, and About holds the help centre, feedback, support tickets and the legal links.
On a phone, Settings is a shorter list. Team & roles, General, Sign-in and SSO, Audit log, Connectors, Sidebar and About are on the desktop version.
1. Account
| Section | What it does |
|---|---|
| Account | Your Name (change it with Edit on profile), Email, Role, and Company ID or Account ID. If you belong to more than one organization, an Organization menu switches the active one. A personal workspace also holds your Locations here. If your company's directory manages your account, your name is locked and an Employment and directory block shows your department, division and who you report to. |
| Work profile | What ABRAM has built from your own projects: your Record, Style tags you can confirm or remove, Works well with, and How your matches went. Only you can open this page. The switch is under Security > Privacy. |
The Onboarding block at the bottom of Account brings back the Get started checklist on the desktop. Click Show checklist to put it back in the bottom-right corner. See Section 1.10 for what it lists.
2. Workspace
| Section | What it does | Who sees it |
|---|---|---|
| Company setup | Turns a personal workspace into an organization. Enter the name and team size, then click Upgrade to production company, or Upgrade to organization in a client workspace. Your projects, bookings and profile carry over. | Personal workspaces |
| General | Your organization's Logo, Branding (accent color and footer text for the client portal, quotes and invoices), Locations, Teams and locations and Equipment logistics (these two need Studio and above), and the Processing fee default for new quotes and invoices: Add to client's total or Absorb into my rate. Only the owner sets the fee default. | Owners, admins and members with Manage people |
| Sign-in and SSO | Authentication, where you configure single sign-on and directory sync, and IdP group mappings that place people from your identity provider into ABRAM (SMB / Enterprise). | Owners, admins and members with Manage people |
| Audit log | A record of events in the workspace, with Event, Actor, Target and Time. | The same people, on SMB / Enterprise |
See Section 1.3 for setting up an organization.
3. Team & roles
Owners and admins manage the workspace's Project roles here, in Custom and Default tabs, and Role skills, which link each role to the skills it needs. These roles feed every role picker in ABRAM. Custom roles are on Studio and above.
Inviting people and changing their access happens under Organization in the sidebar. See Section 1.4.
4. Billing
| Section | What it does |
|---|---|
| Billing | Your Plan (with a Seats button and the plan cards for changing plan), Payment method, Invoices, and Usage: Included usage shows how much AI usage is used this month and when it resets, Extra usage and its Monthly limit are for owners and admins on paid plans, and Storage shows the storage meter. Cancel plan and Resume plan live under Subscription. Members can read the plans, and owners and admins change them. |
| Payouts | Connect your payout account so clients can pay you. Click Get started, then Continue setup until the status reads Active. In an organization, owners and admins manage payouts. |
See Section 5.3 for plans and AI usage and Section 5.1 for payouts.
5. Notifications
Choose how ABRAM reaches you:
- Device notifications: the Push notifications switch.
- Activity alerts: for Invitations, Deliverables, Milestones, Messages, Team, Payments and Project requests, choose Email, In-app and Slack DM. Push is offered for Messages and Team. Email has a Cadence of Instant, 15 min, Hourly or Daily. Your organization can lock a Slack DM switch.
- Product updates: Product tips & nudges and Product announcements, by Email and In-app.
6. Integrations
| Section | What it does |
|---|---|
| Connectors | One list of outside tools. Slack needs Pro or higher. Jira, Asana and Monday are import sources on every plan, and an owner or admin connects them. These importers are new. |
| Apps | Optional parts of ABRAM your organization can switch on, such as Link Hub. Installing an app adds it to the sidebar. Owners, admins and members with the Manage org profile permission install apps. |
See Section 6.1 for Slack. External calendars are set up from your calendar; see Section 4.5.
7. AI
| Section | What it does |
|---|---|
| Assistant | Sets what ABRAM may do on its own, one capability at a time: Do it, Ask first, or Never. A row can only narrow what ABRAM does; it never gives anyone a right they do not already hold. Stats show Actions, 30 days, Sent for approval, Refused and Narrowed here, with an Activity log below. Owners and admins make changes; everyone else sees it read only. |
| Memory | What ABRAM remembers about you, under My memory, and Learned from your activity. View, edit and forget entries. |
| Skills | Your own saved instructions for ABRAM, so you do not repeat preferences in every conversation. |
See Section 0.3 and Section 0.4.
8. Security
| Section | What it does |
|---|---|
| Sign-in | Password, Two-factor authentication with an authenticator app, and Single sign-on (SMB / Enterprise). |
| Privacy | Work profile switch, AI model training consent (off unless you turn it on), Cookie preferences, Your data (Export emails you a secure download link), and Delete account under Danger zone. |
9. Quick reference
| Group | Sections |
|---|---|
| Account | Account (with Onboarding), Work profile |
| Sidebar | One switch for each place in the sidebar |
| Workspace | Company setup, General, Sign-in and SSO, Audit log |
| Team & roles | Project roles, Role skills |
| Billing | Billing, Payouts |
| Notifications | Device notifications, Activity alerts, Product updates |
| Integrations | Connectors, Apps |
| AI | Assistant, Memory, Skills |
| Security | Sign-in, Privacy |
| About | Help centre, Feedback, Support tickets, Legal |
Agent notes: Settings in ABRAM
ABRAM Settings is one window with a left-hand group list: Account (Account, Work profile); Sidebar; Workspace (Company setup, General, Sign-in and SSO, Audit log); Team & roles; Billing (Billing, Payouts); Notifications; Integrations (Connectors, Apps); AI (Assistant, Memory, Skills); Security (Sign-in, Privacy); About. Switches and choices save on change; groups of text fields have a Save button. Workspace General, Sign-in and SSO, and Team & roles are shown to owners, admins and members with the Manage people permission, on Pro and above. Company setup shows only in a personal workspace. Audit log needs the SMB / Enterprise plan. Teams and locations and Equipment logistics need Studio or above. IdP group mappings and single sign-on need SMB / Enterprise. The Slack connector needs Pro or higher; Jira, Asana and Monday imports are available on every plan. The Assistant section sets each AI capability to Do it, Ask first, or Never, and can only narrow what the assistant does. On a phone, Settings is a shorter list without Team & roles, General, Sign-in and SSO, Audit log, Connectors, Sidebar and About.