How do I open Settings?
Click the gear icon at the bottom of the sidebar. The sections are listed on the left.
What is under Workspaces?
Workspaces shows the wallet that all your workspaces share, and lets you create a new workspace. See Workspaces: create one and set a spend limit.
What is under AI context?
AI context holds information about your business that can be reused across tables. Add Context creates one, and there is an ICP Generator too. See Save business context for AI, and the ICP Generator.
What is under Members?
Members is where you invite people by email and pick a role for them: Member, Admin or Editor. Below that is everyone on the workspace, with their role, and any invitation that is still pending. See Invite people to a workspace.
What is under Connections?
Connections lists every account this workspace can run on: the ones you connected and the ones Loopster provides. You can filter by provider, account type or who added it, and search. Rows marked Loopster-provided show Connected. Create adds your own. See Connections: Loopster-provided accounts and your own.
What is under Loopster API?
Loopster API is for keys that let other tools use Loopster in this workspace. Each key has a name and a role, and can be revoked on its own. To create one, you give it a name, choose a role and choose when it expires. See Create and revoke a Loopster API key.
What is under Plan & billing?
Plan & billing has your plan, your wallet, billing details and invoices. See Plans, billing details and invoices and Top up your wallet, set auto top-up and read your funds history.
What is under Usage?
Usage is where you monitor your spend. You pick a billing period, and see it by day or by week. See See where your spend goes on the Usage page.
What is under Organization settings?
Under Organization settings, your organization has a name, and Transfer ownership hands it over to someone else. See Account, theme, organization and signing out.
What is under Account?
Account is your own profile and sign-in. You can choose a Light, Dark or System theme, and there is a Log out button.
Good to know
Keys that let other tools use Loopster are under Loopster API, not under Connections.
