Account & workspace
Manage your profile, your workspace, your team, your plan and your data in Nudge.
Where everything lives
Everything in this section is under Settings in the Nudge app (https://app.asknudge.ai). Settings is split into tabs. You only see the tabs your role allows you to open.
| Tab | What you do there | Who sees it |
|---|---|---|
| My profile | Your name, photo, email notifications, display preferences, working hours, password | Everyone |
| General | Company name, logo, website, workspace address, domain auto-join, language, time zone, currency, deleting the workspace | Members with the "View workspace settings" permission |
| Team | Invite members, assign roles, switch seats on and off, edit permissions | Members with the "View team members" permission |
| Forms | Settings shared by every form of the workspace | Members who can create and edit forms |
| Billing | Your plan, this month's usage, checkout and the subscription portal | Members with the "View billing & invoices" permission |
| Privacy | Consent text, data retention, GDPR requests (export and erasure) | Members with the "Edit workspace settings" permission |
| Audit log | Who created, changed, exported or deleted what | Members with the "View audit log" permission |
| Support access | Every support session and support action on your workspace | Members with the "Edit workspace settings" permission |
By default, the Admin role has every permission. See Team and roles for what the other roles get.
Pages in this section
My profile
Identity, photo, notifications, display, working hours and password.
Workspace settings
Company details, workspace address, domain auto-join, language, time zone, currency, deleting the workspace.
Team and roles
Invite members, assign roles, manage seats and edit permissions.
Billing and plans
The Beta plan, the trial, the conversation cap, checkout, invoices and cancellation.
Privacy and GDPR
Consent text, retention, visitor company identification, data export and erasure.
Audit log
A record of sensitive actions in your workspace.
Support access
What the Nudge support team can do in your workspace, and how you see it.
Security
Sign-in methods, passwords, sessions and access control.
Related sections
- The Forms tab is documented with forms: see Forms and scheduling.
- Calendars, video, CRMs, email sending and other connections live under Settings › Integrations: see Integrations.