Settings overview
Settings overview
Settings overview
Open Settings from your avatar menu in Twelfth (⌘⇧S / Ctrl Shift S). The left-hand nav is four groups, and these docs are organised the same way, so a page in Settings and its page here sit under the same heading.
| Group | What it holds | Whose it is |
|---|---|---|
| Personal | How Twelfth looks and behaves for you, your account, what you are told and when, and the workspaces you belong to | Yours; nobody else’s changes touch it |
| Business | Facts about the business: where it trades, its guardrails, its vocabulary, its categories and remits, pricing and suppliers, its projects, its calendars | The workspace’s; owners and admins change them |
| Admin | Who the workspace is and who is in it | Owners and admins |
| Data & AI | What Twelfth reads from, where it answers, and the AI clients connected to it | Workspace members can view; owners and admins connect |
Personal
| Section | What it controls |
|---|---|
| Preferences | Appearance, dates, display, accessibility, and the model and thinking intensity new chats start with |
| Account | Your profile (name, title, role, photo), then sign-in methods, two-factor authentication, passkeys, and sessions |
| Notifications | Briefing delivery and the alerts delivered to you |
| My workspaces | The workspaces you belong to: switch, create, leave, and accept invitations |
Business
| Section | What it controls |
|---|---|
| Regional & commercial | Timezone, currency, country, and how tax is named and read |
| Guardrails | The category GP floor, the authority limit, and the strategic-vendor lock every decision passes through |
| Briefings & alerts | The workspace’s starting point for everyone’s brief and alerts |
| Decision vocabulary | The names of the pipeline stages and the decision types |
| Categories & remits | The managed categories your team trades (friendly names, reconciling, merging) and, on the Remits view, who owns each commercial section |
| Supplier | Supplier favicons and cover rules. Lead-time overrides, response times and the supplier directory itself are Suppliers in the left rail |
| Projects | The rules every project follows (whether a finished project closes itself, which workflows people can start) and each workflow’s own: who raises a supplier order, the cost of goods basis a negotiation is sized against |
| Calendars | Trading, promotion and custom calendars, read from a shared sheet or a Google Calendar, mentionable with @ in Twelfth AI |
Admin
| Section | What it controls |
|---|---|
| Workspace | Workspace name, logo and identity, the two-factor policy, the chat-sharing policy, and deletion |
| Members | Invitations, member roles, domain access, and member export |
Data & AI
| Section | What it controls |
|---|---|
| Integrations | The operational systems Twelfth reads from: commerce platforms, warehouses, POS feeds, monday.com, and email forwarding |
| Destinations | Where decisions go once they are made: a Google Sheet, a webhook or your own system |
| Comms & chat | The chat surfaces Twelfth posts to and answers in: Slack, Google Chat, Microsoft Teams |
| AI & agents | Your workspace’s connections (an assistant such as Claude, ChatGPT or Cursor, or a server of your own) and the keys behind them |
Every section and every setting inside it is also reachable from the global search (⌘K / Ctrl K): type the setting’s name and select it to land on the row, which is highlighted so you can see where it is. The address in your browser at that point is a shareable link to that exact setting.
Which workspace?
Your workspace is the organisation you are currently working in. If you belong to more than one, switch under My workspaces before changing anything in Business, Admin or Data & AI.