> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings & Admin

> Manage workspace setup, people, permissions, notifications, phone numbers, integrations, billing, and developer access

## What Settings helps you do

Settings is where admins manage the workspace. Some teammates can see only their own notification settings. Admins can see more areas, such as people, integrations, billing, and developer access.

Use Settings to:

* Update workspace details.
* Manage team access and permissions.
* Set notification preferences.
* Configure phone numbers and call flows.
* Manage tags and customization.
* Connect integrations.
* Review billing.
* Create developer access when needed.

## Main areas

<CardGroup cols={2}>
  <Card title="Workspace" icon="settings">
    General workspace settings and billing.
  </Card>

  <Card title="People & access" icon="users">
    Team members, roles, permissions, and workforce location settings.
  </Card>

  <Card title="Communication" icon="bell">
    Notifications and phone numbers.
  </Card>

  <Card title="Customization" icon="tag">
    Tags and other workspace labels.
  </Card>

  <Card title="Connections" icon="plug">
    Integrations and developer access.
  </Card>
</CardGroup>

## Update team access

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the main navigation.
  </Step>

  <Step title="Open People & access">
    Go to the team and permissions area.
  </Step>

  <Step title="Choose a role or teammate">
    Review what they can view, create, update, approve, or manage.
  </Step>

  <Step title="Save changes">
    Save and ask the teammate to refresh if they were already signed in.
  </Step>
</Steps>

## Connect an integration

<Steps>
  <Step title="Open Integrations">
    In Settings, open **Integrations**.
  </Step>

  <Step title="Choose the platform">
    Pick the PMS, messaging, finance, or operations tool you want to connect.
  </Step>

  <Step title="Follow the setup steps">
    Use the provider account and credentials required by that integration.
  </Step>

  <Step title="Check sync status">
    Confirm the connection is active and review what data is syncing.
  </Step>
</Steps>

## Common problems

<AccordionGroup>
  <Accordion title="I do not see a Settings page">
    Your role may not have Settings access. Ask an admin to review your permissions.
  </Accordion>

  <Accordion title="A teammate still cannot see a page">
    Confirm both the role permission and any section-specific access, such as inbox access.
  </Accordion>

  <Accordion title="An integration is not syncing">
    Open the integration detail page and check connection status, credentials, and provider permissions.
  </Accordion>
</AccordionGroup>

## Related articles

* [Integrations overview](/integrations/overview)
* [Inbox](/platform/inbox)
* [Workforce](/platform/workforce)
* [API authentication](/api-reference/authentication)