Settings

Use Settings to manage the account-level and workspace-level controls around Perspective AI.

Open the workspace switcher in the sidebar and choose Manage workspace to reach workspace Settings. Settings now has its own sidebar, grouped sections, and a header link that takes you back to your research. The profile menu at the bottom of the main sidebar also links directly to Edit your profile and MCP.

• Profile Setup - configure your avatar, name, personalization context, and onboarding email preference.
• Workspaces and Account Settings - create workspaces, update workspace details, set a default workspace, and transfer ownership.
• Roles and Permissions - understand Owner, Admin, Member, and pending-invite behavior.
• Plan and Billing - view the current plan, credits, payment method, and invoices.
• Integrations - connect Slack, HubSpot, and Gmail for automations and notifications.
• MCP Keys - create, scope, and revoke workspace-scoped MCP keys for AI assistant access.
• Connected Apps - review and revoke OAuth apps connected to your Perspective account.
• Model Settings - choose the workspace text interviewer model.
• Data Retention and Privacy - use the available settings controls to reduce unnecessary access and external connections.

The Settings menu changes based on your access. Profile, MCP, and Connected Apps are user-level pages. Workspace members also see Integrations, Members, Plan and Billing, Model, and Account pages for the current workspace.

Navigate Settings#

Use the Settings sidebar to move between related areas without returning to the workspace home:

• User-level pages affect your account across workspaces: Profile, MCP, and Connected Apps.
• Workspace-level pages affect the selected workspace: Integrations, Members, Plan and Billing, Model, and Account.
• Back to research returns you to the workspace or Perspective you came from.