Settings is one page with a list of sections down the side. Pick a section and it opens on its own address, so you can bookmark any of them. The sections are Business, Account, AI, Usage, Plan and billing, Clipper, and Your data. On a phone the list is the first screen, and each section opens from it.
Open Settings from the account menu at the bottom of the sidebar: your avatar, email, and plan label. That menu also holds Usage, Billing, Help, Feedback, and Sign out. Billing opens the Plan and billing section. On an account that has never had a plan or a trial, that item reads Upgrade instead and opens the same section. On a phone, open the drawer first. An account with no live plan or trial is read-only and its plan label says Read-only.
Business
Logo, business name, address, phone, website, business email, license number, tagline, and default currency. A live preview of the document header sits beside the fields, so you see what it will print. Your logo and business name appear on the documents the app produces: the spec sheet, PDFs, share links, trade packages, selections packets, and the home manual. The address, phone, website, business email, license number, and tagline print in the header of the spec sheet and its PDF.
The logo is used at the top of printed documents, so a wide horizontal mark reads better than a square one.
Account
Your name, your sign-in email, your password, Onboarding tips, and Replay tour.
The sign-in email is read only. It is the address you sign in with, and you change it by writing to support, or through Feedback if no support address is shown. To set a new password, you need your current one.
Onboarding tips turns the in-app coachmarks and first-run guidance on or off. Turning tips off is remembered on your account, not on one device. Replay tour runs the tour again.
AI
What the AI reads, and which AI features your plan includes. The same meter as Usage sits at the top. Features you switch off send less with every message, so the allowance goes further.
Usage
What you are using against your plan: active projects, saved products, templates, plans uploaded, and how much of this period's AI allowance you have used. Covered in its own article.
Plan and billing
Your plan, its price, and when it renews or ends, with one Manage billing button for the payment method and invoices. A table compares Starter, Pro, and Studio. Covered in its own article.
Clipper
Generate, rotate, or revoke your clipper token. The token is shown once when it is created, so copy it before you leave the page.
There is one active token per account. Rotating replaces it and disconnects any browser still using the old one. Revoking stops the extension working until you issue a new one.
The guided install walkthrough is on its own page, reachable from Products.
Your data
Download my data gives you one JSON file of your complete structured account and project data. It holds project specs and history, boards, conversations, client and trade activity, change orders, order sheets, manuals, templates, and your product library. Credentials and internal security fields are left out. Stored file URLs or references are included, but images and generated PDFs are not bundled. Covered in its own article.
Delete account is here too. It asks you to type your email to confirm, and it removes your account and every project right away. It cannot be undone. Deleting removes your projects, products, and templates, and every link you have sent stops resolving: share links, trade packages, product links, and home manuals.
Download your data first if you want to keep any of it.