Siftware Dev

Settings

From the regrouped navigation, Settings has two sections: You (My AI, Connections) and Workspace (Company, People and sign-in, Plan, Labels and priorities). Roles, Bots, Docs publishing and View as moved to Ops & admin. See Navigation and tabs. The table below names the screens by their content.

Settings holds the workspace's own details and lists, the bots and tokens that act in it, and each person's connections. The Settings group in the sidebar shows only the screens a person may use.

What you can do

Screen Where What it holds Who sees it
Company Settings > Workspace Details and branding (the agency's own details and its mail domains) and Work week view owner company
Labels Settings > Workspace > Labels and priorities Task labels for every board view labels
Task priorities Settings > Workspace > Labels and priorities Task priority names, colours and order view task priority
My AI Settings > You The person's Anthropic API key and default model Staff who may hold tokens
API tokens Settings > You > Connections Personal tokens, and Connected apps Staff who may hold tokens
Integrations Settings > You > Connections A person's own connections, Daily feeds, and the workspace's connections Staff; workspace connections need view integrations
Roles Ops & admin > Access Roles and their permissions view roles (admin)
Bots Ops & admin > Agents Bot accounts and their tokens manage bots
Docs publishing Ops & admin > Instance Who may publish docs on a person's behalf Staff who can create docs

Staff who may hold tokens: any person who is not a client, a contact login, a bookkeeper or a bot.

How to

Company:

  1. Open Settings > Workspace > Company (My company). Fill Name, Logo, the Contact, Location and Finance fields, and Default currency. Press Save.
  2. Under Our mail domains, list every domain the agency sends from, old trading domains included. Mail from them is read as the agency's own and no client record can claim them. Add domain adds a row.

Roles: see Roles and permissions.

Labels:

  1. Open Settings > Workspace > Labels and priorities > Labels and press Create. Fill Name and Color, then Create label.
  2. Labels are account-global: a label is not made for one project and can go on a task on any board. Filter the list with Used on project to see which labels a board uses.
  3. Archive a label from its row; choose Archived to restore it.

Task priorities:

  1. Open Settings > Workspace > Labels and priorities > Task priorities. Press Create, fill Label, Color and Order, then Create priority.
  2. Archive and restore from the row.

Bots:

  1. Open Ops & admin > Agents > Bots and press Create. Fill Name, Handle (the local part of the bot's address, fixed once set), Job title and Avatar. Press Create bot. The bot starts with no project access.
  2. Edit the bot. Under Grant access to projects, pick the projects it may see.
  3. Under Issue a token, give the token a Name ("What will hold it, so it can be revoked on its own"), pick Abilities, and press Issue token. Copy it from Token issued: it is not shown again.
  4. Revoke a token from the bot's token list. Archive a bot from its row; a restored bot needs a new token before it can act.

API tokens:

  1. Open Settings > You > Connections > API tokens. Under Issue a token, fill Name (for example laptop timer), pick Abilities, or a preset under Presets, and choose Expires after. Press Issue token.
  2. Copy the token from Token issued: "Copy this now. It will not be shown again."
  3. Use it as Authorization: Bearer <token> to /api/v1. GET /api/v1/me shows who the token is and its abilities.
  4. The list shows Name, Abilities, Created, Expires, Last used and Status. Revoke one token, or Revoke all.
  5. Connected apps lists apps approved to act for the person, such as a Claude connector, with App, Access, Connected and Last active. Disconnect ends one.

Abilities:

Ability Grants
tasks:read Read tasks, projects and comments
tasks:write Create and update tasks and comments
projects:write Create projects, and add, rename, reorder or archive the lists on a board
knowledge:read Read docs
knowledge:write Create and update docs, and add to your daily note
crm:read Read companies and contacts (no banking or tax details)
time:read Read logged time in minutes (no rates or values)
time:write Log time, and start and stop timers
canvas:read Read canvases you can open: nodes, lines, daily notes
canvas:write Add, change, connect and remove items on canvases you can edit

Plugins add their own abilities to this list. The Read only preset picks tasks:read, knowledge:read, crm:read and time:read.

Docs publishing:

  1. Open Ops & admin > Instance > Docs publishing. Under Allow someone to publish for you, pick Who (a bot or a person) and optionally a Folder (left empty, Anywhere). Press Allow.
  2. They can write and edit only the docs they wrote for that person, and only in that folder. The docs stay the person's own; private ones stay private.
  3. Revoke a grant from its row. The list shows Who, Where and State (Active or Revoked).

Integrations:

  1. Open Settings > You > Connections > Integrations. Your connections lists the person's own connections.
  2. Nextcloud: press Connect, approve in the Nextcloud tab that opens ("Approve in the Nextcloud tab"), and the page shows Connected. Cancel stops waiting. Disconnect revokes the app password in Nextcloud too. Reconnect appears after an error.
  3. Daily feeds: switch on what fills the daily note, each in its own column. See Daily feeds.
  4. With view integrations, the page also lists the workspace's connections, such as Ollama (local LLM) and Anthropic (Claude), each Connected, Not connected, Needs setup or Needs attention. Re-authorise and Disconnect need manage integrations.

AI: see Agent panel and AI usage.

Limits

Related

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