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Settings at a glance

Every Settings tab, who sees it, and which article explains it.

Open Settings at the bottom of the sidebar, or click your name and then My settings. You only see the tabs your license and admin roles give you: see Users, licenses and admin roles. Here is every tab, who sees it, and where to read more.

The Settings menu: Personal, Workspace, Portfolio, Outreach and Sales meetings

šŸ‘¤ Personal

  • My account (everyone): your name, photo, role, and the language uman writes in for you. See the article Your personal settings.

  • Apps (everyone): connect your own calendar, CRM account and file storage. See Connect your calendar and the CRM overview.

  • Meeting assistant (Sales license): whether the assistant joins your meetings, the email to participants before a meeting, and the accounts and people uman ignores. See Meeting assistant settings.

  • Email notifications (Sales license): daily or weekly emails with your new signals and your tasks. See the article Your personal settings.

šŸ¢ Workspace

  • Users (workspace admins): invite people, and give them a license, admin roles and a team. See Users, licenses and admin roles.

  • Teams (workspace admins): teams, their managers, their portfolio rules and their default templates. See Teams.

  • Apps (workspace admins): connect the workspace's CRM, calendar and file storage. See the Integrations articles, starting with the CRM overview.

  • Billing (workspace admins): your current plan, and how many monitoring slots are available, used and in total. These slots let your team track updates and new opportunities on accounts.

  • Reports (workspace admins): the PDF reports uman shares with your workspace. Click Download to open one.

šŸ“¦ Portfolio

  • Templates (Template Admins): the templates that create content for your offerings, cases and thought leadership. Add a template, test it with Edit & test, then Publish it to the items it applies to.

šŸ“£ Outreach

  • Campaigns (Sales license): your outreach campaigns. Sales admins also manage the workspace's campaigns. See Campaigns.

šŸ“… Sales meetings

  • Qualification (sales admins): the qualification framework every deal is scored against. See the article Qualification frameworks and templates.

  • CRM report templates (sales admins, once your workspace's CRM is connected and switched on): how the meeting notes uman writes for your CRM are structured. See the article Qualification frameworks and templates.

  • Templates (Sales license): the templates behind the presentations, documents and messages uman creates for you, and which ones are included by default in meeting preparation and follow-up. See the article Qualification frameworks and templates.

  • Meeting assistant (sales admins): the assistant's name, picture and messages, and the defaults for the whole workspace. See Meeting assistant settings.

šŸ“Š Not in Settings: Stats

Stats has its own place at the bottom of the sidebar, for workspace admins, sales admins and team managers. It shows how your sales users adopt uman, and an overview of your workspace's sales meetings. See the article Stats.

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