See your workspace at a glance

Settings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.

Steps

1. 1Open Settings. The Overview shows a setup checklist; select Open next to any step that is not done.
2. 2System health lists mailboxes, chat channels, the phone system, webhooks, failed background work in the last 24 hours and scheduled reports. An amber or red dot means something needs attention; select the row to go there.
3. 3Seat utilisation shows seats used against seats bought for each module; Manage in Billing changes them.
4. 4AI usage shows credits used this month against your included credits and overage cap.

Still need help? Contact support