Settings reference

This page lists each screen that you can open from Settings, the account menu, and the sidebar footer. For each screen it gives the controls, what they do, and their defaults. Numbers such as caps and time limits are on Limits and defaults. Credit amounts and prices are on What Squad costs.

Where the settings are

Click your name at the top right of the dashboard. The menu has these items, in this order.

Item	Opens
What’s new	The product changelog, with a count of unread entries.
Settings	The Settings list.
Billing	Settings > Billing.
Memory	The Memory screen.
AI Tokens	The AI Tokens screen.
Sign out	Signs you out.

The icons at the bottom of the sidebar open these screens, from left to right.

Icon tooltip	Opens
Integrations	The Integrations screen.
Tools	The Tools screen.
Skills	The Skills screen.
Agent Configuration	Agent Configuration, on Workspace defaults.
AI Tokens	The AI Tokens screen.
Collapse sidebar	Shrinks the sidebar to a row of icons. Click Expand sidebar to open it again.

The Settings list

The Settings screen has a search field, Find a setting…, and three groups of rows. The search matches row names, descriptions, and related words. Every word that you type must match.

Group	Row	Description on the row
AGENT MANAGEMENT	Agent Configuration	Models, scheduled tasks, heartbeats
AGENT MANAGEMENT	Skills	Custom capabilities agents built
AGENT MANAGEMENT	Memory	Agent knowledge graph
AGENT MANAGEMENT	Tools	Everything agents can use; turn off what you don’t need
CONNECTIONS	Team	Invite human teammates and manage access
CONNECTIONS	Integrations	Third-party apps and services, plus your custom integrations
CONNECTIONS	AI Tokens	Connect your AI subscription
CONNECTIONS	Email Domains	Custom domains for agent email
CONNECTIONS	Telegram	Chat with your squad from your phone. Shows Connected when a main bot is connected.
CONNECTIONS	Discord	Your agents on Discord: DMs and server channels
CONNECTIONS	Slack	Your agents in Slack: DMs and channels, no public URL needed
WORKSPACE	General	Workspace name, reset, and danger zone
WORKSPACE	Runs	Every run your agents made, with timings and errors
WORKSPACE	Notifications	What pings you in-app vs. by email
WORKSPACE	Public Dashboard	Read-only shareable view
WORKSPACE	Billing	Subscription and credits
WORKSPACE	Backup & Export	Download all workspace data as JSON

A Custom integrations row appears only when you search, for example for “secret” or “api key”. It opens the Custom integrations tab of Integrations. The Integrations row shows how many apps are connected and working, for example 2 connected. It counts apps, not accounts, so two Gmail accounts count as one app. An app whose every account expired is not counted. With no working app, the row shows no badge. For you and the Administrators who can see every agent, the badge counts the apps of every account in the workspace. For other teammates, it counts only the apps of their own accounts. A teammate sees fewer rows. See What teammates see in Settings.

Agent Configuration

Open it from the sidebar footer, from Settings > Agent Configuration, or from the gear on an agent’s profile. The tabs at the top are Workspace defaults and one tab for each agent. Changes are saved only when you click Save changes in the bar at the bottom. Reset discards them. After a save, the change is applied in the background, usually in a minute or two.

Workspace defaults

Control	What it does	Default
Default model	The model agents use when they have no override. The list shows only allowed models. ＋ Add other models… jumps to Allowed models.	The model set during setup for the AI provider you connected. If no model is saved, the list shows Not set.
Image model	The model that reads screenshots and photos.	Same as default model
Reasoning effort	How hard models think before they respond. Options: Auto (per-model default), Off: disable reasoning, Minimal, Low, Medium, High, Extra High, Max (GPT-5.6 family), Adaptive (model picks). Levels that the default model does not support are not listed.	Auto (per-model default)
Run time limit	Says “Runs have no time limit.” You cannot set a limit. A limit from an earlier setting shows its length, a warning, and Remove the limit.	No limit, which setup saves. If no value is saved, the card shows 10 minutes, the warning, and Remove the limit.
Allowed models	The models that can be picked anywhere in the workspace, grouped by provider.	When no list is saved, every model counts as allowed.

The fallback order for models is not on this screen. It is on AI Tokens, in the Model routing card.

One agent

Control	What it does	Default
Model	Gives this agent its own model instead of the workspace default.	Workspace default (model name). If no default model is saved, Workspace default (not set).
Image model	The model this agent uses to read screenshots and photos.	Workspace image default
Native heartbeat	A built-in loop that wakes the agent on a fixed interval. When it is on, you set Frequency, Model, and Instructions. Squad recommends scheduled tasks instead.	Off
Scheduled Tasks	The agent’s scheduled tasks, each with an on and off switch and Run now. Disable all turns off every schedule for this agent after you confirm. ＋ New task opens the task editor.	Not applicable

Scheduled task editor

The same editor opens from ＋ New task here and on the Scheduled tab of Automations.

Field	What it does	Default for a new task
Title	The task’s name.	new-scheduled-task
Instructions	What the agent does on each run.	Empty
Schedule	A preset, from Every 5 minutes to Daily, or Custom (cron) for a cron expression. Daily repeats every 24 hours from when you create the task. For a fixed time of day, use Custom (cron).	Hourly
Model	The model for this task.	Agent default
When it finishes	Notify me sends you the result of each run. Run quietly sends no message.	Notify me

For how to use schedules, see Schedule recurring work.

Skills

Open it from the sidebar footer or from Settings > Skills.

Control	What it does	Default
Skill packs list	Each pack has an on and off switch. When a pack is on, every agent can use its skills. Open pack → shows its skills, each with its own switch while the pack is on.	Not applicable
＋ Add pack	Opens Add a pack from GitHub, with Repository URL and Skills folder (optional). Add pack adds the pack and turns it on.	Not applicable
Sync pack library or Sync to latest	On a pack’s page. Updates a curated pack or a custom pack.	Not applicable
Remove pack	On a custom pack’s page. Removes the pack after you confirm.	Not applicable
Your skills	The skills your agents built. Search skills and tag chips filter the list. Each card has an Enabled switch and Open.	New skills are enabled.

Turning a skill off turns it off for every agent. For more, see Add and manage skills.

Memory

Open it from the account menu or from Settings > Memory.

Control	What it does	Default
About you	What your squad knows about you. Every agent reads it at the start of every run.	Opens first
Memories	Facts your squad learned from its work or saved. You can search, Edit, or Forget one fact. Forget all… deletes every memory after you confirm.	Not applicable
SQUAD FILES	Company, Contacts, Glossary, Squad, Voice. Agents read these when they need them.	Not applicable
AGENTS	For each agent: Notes, Personality, Identity.	Not applicable
Write and Preview	Switch between editing a file and reading it.	Write
Save bar	Save changes writes the file to the workspace computer. Reset discards your edits.	Not applicable
Ask (agent) to update this	Opens a chat with the agent and a prefilled request about the file.	Not applicable

For more, see Manage what your squad remembers.

Tools

Open it from the sidebar footer or from Settings > Tools. These settings apply to every agent in the workspace. Changes are saved when you click Save changes.

Section	What it does	Default
BUILT-IN > Computer use	Agents open pages, read them, and send back what they see.	Always on
MCP SERVERS	One switch for each connected MCP server. Show tools lists its tools, each with its own checkbox.	On when you connect the server. Tools marked always off cannot be turned on.
RESEARCH & SCRAPE TOOLS	One switch for each family of research tools, such as Web pages, Search, and LinkedIn. Show tools lists each tool.	On

Research tools are the only tools that use credits. See What Squad costs.

Team

Open it from Settings > Team. The screen is called Team access (“Who can see and manage this workspace.”).

Control	What it does	Default
TEAM SEATS	Shows your seats and how many are in use. Buy buys 1 to 100 seats after you confirm. Release gives back unused seats after you confirm. Only the owner sees this card.	No seats
INVITE A TEAMMATE	The role choice (Collaborator, Administrator, Viewer), the email field, and Send invite. Shows how many seats are free.	Collaborator
YOUR TEAM	You, marked Owner, and each teammate. On a teammate’s row: the role tag (click it to change the role), All agents to limit the agents, Activity, and Remove. An open invite shows Invited and Revoke.	A new teammate can use every agent.

For the steps, see Invite teammates to your workspace.

Integrations

Open it from the sidebar footer or from Settings > Integrations. The screen has three tabs.

Tab	Controls	Default
Connected apps	+ Add integration opens the catalog. Each connected app lists its accounts. Each account shows Private or Shared with team. The account menu has Make primary, Share with the whole workspace or Stop sharing this account, Rename, Manage scope, Reconnect, and Disconnect.	Every account starts Private. When an agent does not pick an account, it uses an account of the people it works for first, then a shared account. Within each group, the account marked ★ PRIMARY comes first. See Who can use an account.
Channels	Cards that open the Telegram, Discord, and Slack screens.	Not applicable
Custom integrations	+ Add MCP server and + Add custom integration. Edit on a custom integration shows its current saved values.	Not applicable

In Manage scope, Default scope · applies to every agent sets the access level for the account. Under Per-agent access, each agent can use Default, another level, or No access. For more, see Connect apps and Add an MCP server or an API key.

AI Tokens

Open it from the sidebar footer, the account menu, or Settings > AI Tokens.

Control	What it does	Default
ADD A PROVIDER	Tiles for providers that you have not connected. Click one to connect an account.	Not applicable
＋ Add account	Adds another account for a connected provider.	Not applicable
Account order	The up and down arrows set the order. Squad tries accounts from the top. Save with the bar at the bottom. For Claude Code, the first account is the active one, and a new connection becomes the active one. When the active account reaches its usage limit, the next account becomes active and shows IN USE. The account that ran out is skipped until its limit resets.	Not applicable
Replace and Disconnect	Replace an account’s login, or remove the account.	Not applicable
Sync status or Sync now	Copies a credential to every agent when some agents hold an older copy.	Not applicable
Model routing card	The Default model, the Default image model, the FALLBACK ORDER, and AGENT OVERRIDES. When the default model fails or hits a rate limit, the run moves to the next model in FALLBACK ORDER.	Not applicable

For more, see Choose models and manage AI accounts.

Email Domains

Open it from Settings > Email Domains. You can connect one custom domain for the workspace.

Control	What it does	Default
yourdomain.com field and Connect domain	Adds your domain and shows the DNS records to add at your DNS host. This form appears only after at least one agent has an inbox.	No custom domain. Inboxes use the shared Squad domain.
Verify now	Checks the DNS records now. Squad also checks on its own.	Not applicable
Remove	Removes the domain after you confirm.	Not applicable

For the status words on this screen, see Statuses. For more, see Give an agent an email inbox.

Telegram, Discord, and Slack

Open these screens from Settings or from Integrations > Channels.

Screen	Main controls	Defaults
Telegram	Main bot, with Who can message it: Just you. Answer in group chats. Switch to a different bot…. Under More bots: Connect bot, Answered by, Who can message it, and a group chat switch for each extra bot.	An extra bot is answered by The lead (default), and only you are on its list.
Discord	Connect bot, Answered by, Who can message it, and Answer in server channels.	Answered by: The lead (default). Answer in server channels: on.
Slack	Connect @name, Answered by, Who can message it, Answer in channels, Reply in a thread, and Verify connection.	Reply in a thread: on.

For setup steps, see Connect Telegram, Connect Discord, and Connect Slack.

General

Open it from Settings > General. The screen has a GENERAL section and a DANGER ZONE section. There is no timezone field and no region field.

Control	What it does	Default
Your name	The name your agents call you in chats and messages. Saves when you leave the field. Up to 80 characters. A name that one of your agents already uses, or the lead’s reserved name, is refused with a message, and the field goes back to the saved name.	The name you gave at setup.
Workspace name	A label for the workspace. It does not change what your agents call you. Saves when you leave the field.	The name you gave at setup.
Reset workspace	Wipes agents, missions, docs, chat, and settings, and removes your teammates and open invites, then takes you back to setup. Your team seats stay until you release them. You must type the workspace’s name to confirm. Only this workspace is reset. Only the owner sees this row. A checklist shows each step while it runs. See Reset your workspace.	Not applicable
Delete…	Shows the message “Contact support to delete a workspace”. It does not delete anything.	Not applicable

If you empty either name field and leave it, nothing is saved and the saved name comes back. A teammate’s General screen is different:

Your access says “You are a Collaborator in this workspace.” (or their role), with a line that explains the role.
Your name is the name that teammates and agents call them. It says “Your teammates and the agents call you by this name.”
Workspace name shows only for an Administrator.
DANGER ZONE has Leave workspace instead of Reset workspace and Delete…. See Leave a workspace.

Reset workspace cannot be undone. Download a copy from Backup & Export first.

Runs

Open it from Settings > Runs, with the R key, or from the command palette. The screen lists every run that your agents made.

Control	What it does	Default
Day, Week, Month, Schedule	Change the view.	Schedule
Previous, Next, Today	Move through the days. Month always shows the current month.	The last 3 days
FILTERS: AGENTS, ACTIVITY, SCHEDULES	Show or hide runs by agent, by kind, and by schedule.	All shown

For more, see See what your agents did: Runs, Health, and Live Feed.

Notifications

Open it from Settings > Notifications or from the gear in the notification bell. Each event has an IN-APP switch and an EMAIL switch. A dash in the EMAIL column means the event has no email. Changes save at once. For each event and its defaults, see Statuses. For more, see Choose your notifications.

Public Dashboard

Open it from Settings > Public Dashboard.

Control	What it does	Default
Public dashboard switch	Anyone with the link can view a read-only snapshot.	Off
SHARE LINK and Copy	Copies the link.	Not applicable
Regenerate link	Makes a new link. The old link stops working at once.	Not applicable
Preview public view	Opens the public page in a new tab.	Not applicable
Search engine indexing	Lets search engines index the public page.	Off
Partner referral link	Your go.squad.so partner slug. Type it and click Save, or press Enter. The Built with Squad button on the public page then uses your referral link.	Empty
WHAT’S VISIBLE	A summary of what visitors see: Squad & status, Mission board, and Docs are Shown. Email and Settings are Hidden.	Not applicable

Copy also turns the public dashboard on. Anyone with the link can see your Missions board, mission threads with comments and ticket answers, agent profiles, and Docs. Email is not shown. Delete any doc that you do not want others to see before you share the link.

Turning the switch off and on again brings back the same link. To stop an old link for good, use Regenerate link. For more, see Share a read-only view of your workspace.

Billing

Open it from the account menu or from Settings > Billing.

Control	What it does	Default
PAYMENT METHOD and Open portal	Opens the billing portal, where you manage your card.	Not applicable
Manage subscription	Opens the billing portal.	Not applicable
Cancel subscription	Asks for a reason of 20 to 5,000 characters, then cancels at the end of the billing period.	Not applicable
Keep my subscription	Shows after you cancel. Undoes the cancellation before the end date.	Not applicable
Research tools switch	Turns every research tool on or off. When it is off, nothing uses credits.	On
Buy credits	Buys credit packs once, after you confirm.	1 pack
Auto-recharge	Buys packs when credits drop below a threshold, up to a monthly cap. The fields are When credits drop below, Buy this many packs, and Never buy more than.	Off

For amounts, prices, and the usage cards on this screen, see What Squad costs and Manage your subscription, credits, and workspace data.

Backup & Export

Open it from Settings > Backup & Export. Export JSON downloads a file named mission-control-export.json. The file contains your workspace details, your agents, every mission with its comments, every doc, your run history, the last 500 activity items, and the last 500 Squad chat messages. It does not contain email, even though the screen says it does. It also does not contain your chat conversations with agents, memory files, or saved credentials.

What teammates see in Settings

What a teammate can open depends on their role. See Choose a role.

Role	Settings rows	Account menu
Collaborator or Viewer	Agent Configuration, Skills, Tools, Team, Integrations, AI Tokens, General, Runs, and Notifications. They can read these screens. A Collaborator can change only their own name, their own app accounts, and their own notifications. A Viewer can change only their own name and their own notifications, and cannot connect apps. Both can use Leave workspace.	What’s new, Settings, and AI Tokens
Administrator	Every row except Billing.	Every item except Billing

No teammate can open Billing. The account menu shows the teammate’s role, for example “You are a Collaborator in this workspace.” The Notifications screen of every teammate, Administrators included, holds their own choices, not yours. The Billing & credits event is not on it.

Get started

Work with your squad

Manage your squad

Connect apps and channels

Billing and account

Troubleshooting

Reference

Where the settings are

Account menu

Sidebar footer

The Settings list

Agent Configuration

Workspace defaults

One agent

Scheduled task editor

Skills

Memory

Tools

Team

Integrations

AI Tokens

Email Domains

Telegram, Discord, and Slack

General

Runs

Notifications

Public Dashboard

Billing

Backup & Export

What teammates see in Settings

​Where the settings are

​Account menu

​Sidebar footer

​The Settings list

​Agent Configuration

​Workspace defaults

​One agent

​Scheduled task editor

​Skills

​Memory

​Tools

​Team

​Integrations

​AI Tokens

​Email Domains

​Telegram, Discord, and Slack

​General

​Runs

​Notifications

​Public Dashboard

​Billing

​Backup & Export

​What teammates see in Settings

Where the settings are

Account menu

Sidebar footer

The Settings list

Agent Configuration

Workspace defaults

One agent

Scheduled task editor

Skills

Memory

Tools

Team

Integrations

AI Tokens

Email Domains

Telegram, Discord, and Slack

General

Runs

Notifications

Public Dashboard

Billing

Backup & Export

What teammates see in Settings