Settings
Settings holds everything that configures FYAI rather than building with it: your profile, projects, members, billing and organisation-wide controls.
Opening Settings
- Select your avatar in the top-right corner, then Settings.
- From the project switcher at the top of the sidebar, select Manage projects to jump straight to Projects.
- On the Free plan, the token meter in the header opens Usage & Cost.
Settings has its own address, /account/settings. You can link to a section with ?section=, for example /account/settings?section=usage. A link to a section you aren't allowed to see opens the first section you can see instead.
How Settings is organised
The left-hand menu groups sections by who they apply to. A group only appears if you can see at least one section in it.
| Group | Applies to | Who sees it |
|---|---|---|
| My account | You, in every organisation and project | Everyone |
| Project | The project you are currently working in | Everyone (some sections are restricted) |
| Organization | The organisation you are currently working in | Everyone (some sections are restricted) |
| Platform administration | The whole FYAI platform | FYAI platform staff only |
My account
| Section | What it's for | More |
|---|---|---|
| Account | Your profile (name and photo), account details, Reset Password, your personal risk appetite, and Replay tours. | Your account |
| Appearance | Colour palette, font and corner roundness for the app. | Your account |
| API Keys | Create and revoke keys for programmatic access to the current project. | Platform API |
| Connected Accounts | Accounts you have connected (for example Atlassian, Microsoft 365 or Xero) so agents can act as you. | Connected accounts |
| Testing | The Default Test Case Model pre-filled when you create a test case. Stored in this browser only. | Testing agents and teams |
| Data & Privacy | Export your data, cookie settings, your own prompt-injection screening switch, clear chat history, delete your account. | Data and privacy |
Project
These sections apply to your current project. Switch project first if you want to change a different one.
| Section | What it's for | Who sees it | More |
|---|---|---|---|
| Projects | Create, switch, edit and delete projects, and manage project members and run access. | Everyone | Organisations and projects |
| Repositories | Connect GitHub and choose which repositories agents in this project can work on. | Everyone (changing needs project Admin) | Agents |
| Webhooks | Incoming webhook endpoints that start workflows, with event filters and duplicate suppression. | Everyone | Webhooks |
| Releases | Promote teams and workflows to another project, and see promotion history. | Everyone (promoting needs project Admin) | Promoting between projects |
| Risk Appetite | Override the organisation's default risk appetite for this project, and its Internet Egress setting. The page heading reads Project Settings. | Project Admins, organisation Owners and Admins | Governance, Internet egress |
| Service Accounts | OAuth2 client credentials for machine access. | FYAI platform staff only | Members and roles |
Organization
These sections apply to your current organisation.
| Section | What it's for | Who sees it | More |
|---|---|---|---|
| Organization | Create, switch, edit and delete organisations; invite members; manage pending invitations and member roles. The page heading reads Workspace. | Everyone (most actions need Owner or Admin) | Organisations and projects, Members and roles |
| Usage & Cost | Token usage, plan, pay-as-you-go balance and overage (Billing), usage per agent and project (By agent & project) and usage alerts (Alerts). | Everyone | Usage and billing |
| Teams Bots | Connect agents and teams to Microsoft Teams through Azure Bot Service. | Everyone | Teams bots |
| Built-in Tools | Turn platform-provided agent tools on or off for every agent in the organisation. | Organisation Owners and Admins | Built-in tools |
| Risk Appetite | The organisation's default risk appetite, and its Internet Egress setting: whether code run by agents can reach the general internet. | Organisation Owners and Admins | Approvals and risk appetite, Internet egress |
| Content Screening | Whether this organisation's content is sent to Microsoft Azure AI Content Safety to check for prompt-injection attacks. On by default. | Organisation Owners and Admins | Content screening |
Platform administration
This group is only visible to FYAI platform staff and does not appear for customer organisations. It contains Organizations, Experience Agents, Risk Registry, Model Catalog, Templates and Analytics. See Platform administration.
Related
- Members and roles — what each role can see and change
- Plans — upgrading, top-ups and cancelling