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Settings Tutorial Script

Tutorial Goal

Use Settings to change personal preferences, notification behavior, and project access options when your role gives you permission.

Before starting: Settings affect project behavior and should be changed carefully.

Scene 1: Open the Feature

Open /pro/user/features/settings. This tutorial shows one common task from the feature page, not a full product tour.

Scene 2: Change a preference or review project access

Settings mixes safe personal preferences with project-level controls, so check which section you are in before changing anything.

  1. Open Settings: Click the gear icon in the sidebar or press Ctrl+, on Windows and Cmd+, on Mac.
  2. Adjust your preferences: Choose theme, sidebar behavior, shortcuts, and notification channels.
  3. Review project controls: If authorized, use Project Access for members, role changes, deactivation, invitations, and update requests.

Scene 3: Confirm whether the change is personal or project-wide

Personal preferences sync across projects. Project settings belong to the current production.

  • User preferences: Theme, sidebar, and notifications follow you across projects.
  • Project settings: Name, currency, time zone, integrations, and access affect only this production.
  • Danger Zone: Archive and Delete are separate from normal preference changes.

Scene 4: Do not treat project controls like preferences

Access changes, archive, and delete actions affect the production. Confirm the project, permissions, and deletion limits before using those controls.

Source

  • Docs: pro/user/features/settings.md
  • Route: /pro/user/features/settings

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