Settings overview

Settings covers three different jobs: shaping the workspace for how your team works, connecting the outside tools Zero pulls data from, and looking after your own account. This page is the map — each entry links to the page that explains it.

Click your workspace name in the top-left corner of the sidebar and choose Workspace Settings (admins) or Settings; clicking your own name at the top of that menu goes to your Profile instead. Back to app returns you to where you were, and Search (⌘K) jumps to a settings page by name.

The Workspace and Data sections, plus a few individual entries, are admin-only.

Workspace

Admins only.

• General — workspace name and icon, currency, timezone, the unit used for deal value reporting, and your company's domains. Also where a workspace is permanently deleted. See General & Domains.

• Members — invite teammates, manage each member's role, and review pending invites. See Members.

• Types & Labels — custom activity types, contact types, email labels, and meeting labels used across the workspace. See Types & Labels.

• Custom properties — define custom properties on companies, contacts, and deals. See Custom Properties.

• Templates — reusable blocks you insert by typing / in a note or an email. See Templates.

• Pipelines — one per sales motion or customer journey, with their stages. See Pipelines.

• Products — the catalog of what you sell, with prices, used when building quotes on deals. See Products & Quotes.

• Billing — your workspace's plan and seats.

Connections

• Email & Calendar — one Google or Outlook connection syncs both. A warning icon here means an account needs re-authorizing. See Email & Calendar and Calendar Settings.

• Connected Apps — your personal LinkedIn, Slack and WhatsApp accounts. The Zero Chrome extension is set up here too, on the LinkedIn tab. See LinkedIn.

• Notetakers — so call recordings and transcripts land on the right records. See Notetakers.

• Integrations (admins only) — Slack, Stripe, issue trackers, event platforms and analytics, connected for the whole workspace. See Integrations.

• API keys — your workspace ID and personal API keys for the Zero API. See Introduction.

• MCP Connectors (admins only) — any third-party tool with an MCP server, whose tools then become available to Chat, agents and AI properties. See MCP Connectors.

AI & Agents

• Agent Context — background information your agents can read, so they decide the way you would. See Agent Context.

• Zero MCP — your personal connection URL and the tools it exposes, for pointing an AI assistant at Zero. See MCP.

Data

Admins only.

• Import — HubSpot, Attio, Pipedrive, Affinity or CSV, plus any active syncs. See Data Import.

• Duplicates — find and merge duplicate records. See Duplicates.

Account

• Profile — your display name, email address, avatar, and preferred time format.

• Security — change your password, set up two-factor authentication, and review active sessions. See Security.

The theme switch at the bottom of the settings sidebar moves the app between Light, Auto and Dark.