> ## Documentation Index > Fetch the complete documentation index at: https://docs.doe.so/llms.txt > Use this file to discover all available pages before exploring further. # Settings > Configure your workspace, memory, approvals, and organization Access settings from your profile icon in the sidebar. Settings are split into **Personal** settings (preferences, personalization, memory, actions, security, and data) and **Organization** settings (connections, channels, plans, usage, membership, and access controls). Use the search box to jump to any setting. Pages you do not have permission to manage are hidden or shown as unavailable, based on your role and your organization's plan. *** ## Preferences | Setting | Details | | ------------------- | --------------------------------------------------------------------------------------------------- | | **Name** | Your display name | | **Timezone** | Auto-detected or manual selection | | **Profile picture** | JPG, PNG, WebP, GIF, HEIC, or HEIF (max 5MB) | | **Notifications** | Separate toggles for email reminders and browser push notifications when long-running work finishes | Email and organization are read-only. Contact an admin to change them. Product updates appear on the in-app **Updates** page, with unread indicators and an occasional What's New popup when something big ships. *** ## Personalization Shape how agents communicate with you. | Setting | What it does | | ----------------------- | -------------------------------------------------------------------------------------------------------------------- | | **Custom instructions** | Enables or disables your personalization settings | | **Nickname** | How Doe should address you | | **Agent name** | What you want to call your assistant | | **Personality** | Tags or free-form instructions, such as Friendly, Professional, Creative, Empathetic, Straightforward, or Supportive | | **Tone** | Tags or free-form instructions, such as Corporate, Casual, Playful, Serious, Neutral, Warm, or Cheerful | | **Additional info** | Context, preferences, values, or working style instructions | *** ## Memory The Memory page holds the durable facts Doe knows about you: memories you save and lessons Doe proposes while you are away. | Control | What it does | | ---------------------------- | ------------------------------------------------------------------- | | **Reference saved memories** | Lets Doe save and use memories when responding | | **Reference chat history** | Lets Doe look back at previous conversations when memory is enabled | Ask Doe to remember something in any session, such as `remember that I prefer bullet points`, and it is saved as a memory that applies to all future sessions. Manage saved memories from this page. **Dreams.** While you are away, Doe reviews its own past work and proposes lessons it could learn: better approaches, things to watch for, and steps that worked. These proposals appear in the **Dreams** section, where you can approve or decline each one. With **Auto-approve** on, safe dreams activate on their own and anything flagged waits for your review. Approved dreams join your **Active** memories and apply to future sessions. Learning is private by default: proposals are mined only from your own sessions and belong to you. Organization-wide knowledge is a deliberate curation decision made by reviewers with the right permission, never an automatic side effect. *** ## Actions Control which agent actions run without asking on the **Approved Actions** page: | Control | What it does | | ---------------------- | ---------------------------------------------------------------------------------------------- | | **Auto Mode** | Run plans and write tools without approval prompts | | **Auto-approve plans** | Skip the plan-confirmation gate before large tasks | | **Approved tools** | The list of tools you have allowed to run without asking; remove one to require approval again | You can also grant approvals inline from any [approval gate in chat](/essentials/chat#approvals), scoped to once, the current session, or always. *** ## Security Review active browser sessions and devices, log out a specific device, or log out all other sessions. ## Data & Privacy | Action | What it does | | ---------------- | -------------------------------------------------------------- | | **Export data** | Download a JSON export of your assistant data and chat threads | | **Delete chats** | Permanently remove all chat history | Enterprise plans can add HIPAA compliance and zero-data-retention options. Contact [enterprise@doe.so](mailto:enterprise@doe.so). *** ## Connections Connect third-party services, reconnect failed accounts, disconnect services, and manage org-wide access for supported integrations. See [Integrations](/essentials/integrations). ## Channels Manage where you can message Doe and receive work back: the web app, Slack, your Doe email address, and your connected phone number for iMessage and SMS. See [Channels](/essentials/channels). ## Storage Where available, review Library storage, file indexing, and Desktop Vault folder sync from the desktop app. See [Desktop App](/essentials/desktop). ## Plans, Usage, and Limits Use **Plans** to manage your subscription: plan tier, monthly or annual billing, and seats. Upgrades take effect immediately; downgrades apply at the end of the billing period. Enterprise plans add pooled usage, fixed monthly credit allowances, audit logs, SSO, and priority support. Use **Usage & limits** to review your credit balance, the current period's allocation and consumption, and the usage chart. Credits reset monthly on a stable date anchored to your billing day. You can also: * Buy one-time credit packages that never expire * Set up automatic top-ups when the balance runs low (admins, with a saved payment method) * Review the credit activity log Admins can break down usage by member. Session titles stay private to each session's owner, so admins see usage amounts without reading other members' work. ## Membership, Roles, Guardrails, and Audit Log Organization access controls live in **Membership** (members, roles, and invitations), **Roles** (custom roles and permissions), **Guardrails** (prompt constraints for members, roles, or the whole organization), and **Audit log** (history of member, role, and guardrail changes). Roles, Guardrails, and the Audit log are enterprise features. See [Team](/essentials/team) for details. *** ## Switching Organizations If you belong to multiple organizations, click your profile in the sidebar to switch between them. *** Manage members, roles, guardrails, and the audit log Connect your apps Install Doe and sync local folders Manage sessions and data protection