Open Settings
- On a wide window, select Settings (the gear) at the bottom of the sidebar.
- On a phone, open the account menu with the button that shows your initial at the top right, then select Settings. You can also open Menu at the top left and select the gear at the bottom of the sidebar.
- Press ⌘K or Ctrl+K, type the name of a page, for example People or Billing, and select it under Go to. Most Settings pages have an entry: General is listed as Squad, and Domains as Email domains. Inboxes and rules has no entry: open it from Settings > Email. See Search and keyboard shortcuts.
How Settings is laid out
Settings opens a list, the rail. From top to bottom it has:- Find a setting, a search field.
- A row with your initials, your name, and the squad’s name. It opens You.
- Seven areas: Squad, People, Billing and usage, Apps, AI, Email, and Notifications.
People see only the areas and pages that their role allows. For example, only the owner sees Billing and usage. See What each role sees in Settings.
A switch that saves to your squad moves only after Squad confirms the save. Until then, Saving… shows beside it, and a click on it does nothing. If the save fails, the switch stays as it was and the page says why.
Some pages wait for a Save button: Billing (Research tools and Auto-recharge) and a teammate’s inbox settings on Inboxes and rules, like AI and a teammate’s Setup. If you leave such a page, or switch to another inbox, with changes that you did not save, the dialog Unsaved changes asks first. Select Discard changes to leave, or Go back & save to stay. Esc also keeps you on the page. On Squad for Mac, the Unsaved changes question comes as you leave the page, and names what you did not save. Go back & save opens the page again with your change as you left it, and Discard changes drops it. It asks about the model routing, the order of your AI accounts, and More on AI, the auto-recharge amounts and the research tool switches on Billing, and an allow or block rule that you started and did not add on Inboxes and rules.
On Squad for Mac, Settings opens in its own window. The Wallet is a place in the main window, and Find a setting finds it under In the main window, with Routines and the other places. Billing and usage has only Billing. Version 1.0.97 and older also had Cancel. Notifications has two pages, Email and in Squad and On this Mac, and a This Mac area is added. See Settings, notifications, and updates on the Mac.
Find a setting
Type in Find a setting to list the pages that match, each with its area under its name. Every word that you type must match the page’s name, its area’s name, or a related word. For example, “email domain” finds Domains, “timezone” finds General, and “seats” finds People. A word also matches its singular or plural, so “reply” finds Notifications, whose words include “replies”. Under Outside Settings, the list also shows the places that match and that you can open: Wallet, Skills, Routines, What your squad knows, and History. For example, “card” finds Wallet, and “routine” and “trigger” find Routines. Select one to open it. The search also knows the words that Squad uses for what each page holds. For example, “computer” and “cloud computer” find Billing, “question”, “task”, and “mention” find Notifications, “check-ins”, “heartbeat”, and “chief of staff” find AI, and “person” finds People. On Squad for Mac, these words find the same pages. Only “check-ins” and “heartbeat” differ: they find Defaults for every teammate under In the main window, not AI. With no match, the list says “No setting matches” and your words, then “Try a word like billing, team or API key.” To empty the field, select the x (Clear the search). A Custom integrations result shows only when you search, for example for “secret”, “env”, or “api key”. It opens Custom integrations in Apps. Only the owner and Administrators get this result.Pages that are not in Settings
Skills, Memory (What your squad knows), History, and the Wallet are not in Settings. Skills, Memory, and the Wallet are places in the sidebar. See Places in the sidebar. You can also open them from the command palette, or from a teammate’s page: Skills and What followed by the teammate’s name and knows are at the end of the teammate’s About. History also opens with the R key and from Every run, by day at the end of Activity. See Add and manage skills, Manage what your squad remembers, and See what your squad did.You
Select the row with your name at the top of the rail. Everyone in the squad can open it.
You change your name on General, not here.
Squad
General
The page’s title is Squad. It has a General card and a Danger zone card.
Both names save by themselves a moment after you stop typing, and also when you press Enter or leave the field. Saved shows after a save. If a save fails, the saved name comes back and the field says why, for example “Couldn’t rename the squad. Try again.” If you empty a name field, nothing is saved and the saved name comes back.
For anyone who is not the owner, the page is different:
- A Your access card above General says “You are a Collaborator in this squad.” (or their role), with a line that explains the role.
- Your name says “The people and teammates in this squad call you by this name.”
- Danger zone has Leave squad… instead of Reset squad… and Delete…. See Leave a squad.
Public dashboard
Turning the switch off and on again brings back the same link. To stop an old link for good, use Regenerate link. The partner referral link is on Billing, in Earn credit. For more, see Share a read-only view of your workspace.
Backup
The page’s title is Backup and export, with “Everything your squad holds, in one file you keep.” The Back up your squad card says “Conversations, email, tasks, docs, contacts and deals, and each teammate’s files, settings and skills. Saved secrets are named, never their values. We prepare it on our side and email you when it’s ready to download.” Squad prepares the backup on its servers, so you do not need to keep the page open. The card shows one of these states:
When the backup is ready or could not be finished, your bell and an email tell you. Download backup saves one JSON file named
squad-backup- and the day the backup was ready, in your own time zone, for example squad-backup-2026-11-09.json. You have one backup in each squad. Prepare a new one deletes the earlier file and starts again. For what the file holds and the steps, see Back up your data. For how long a backup is kept and its size limit, see Limits and defaults. You can back up a squad only while its subscription is active.
The owner and Administrators can open this page. Each person’s backup is their own, and only they can download it. An Administrator’s file has no credits, no usage cost, no cost of each run, and no names of saved secrets. An Administrator who is limited to some teammates cannot prepare a backup: Squad says “Your teammate access doesn’t cover this squad’s full export.”
On Squad for Mac, from version 1.0.98, the Backup page has the same Back up your squad card and the same backup, with these differences:
- While the backup starts, the button reads Preparing….
- Download backup asks where to save the file. Then the card says “Saved” and the file name, with Show in Finder.
- An Administrator who is limited to some teammates sees no button. The card says “A backup holds what every teammate has, including teammates you don’t work with, so it isn’t shared with you. To prepare one, ask the owner to let you work with every teammate.”
- From version 1.0.111, while the squad is locked, the card shows no button. It says “You can back up or download your squad only while its subscription is active.” The Settings window still opens while the squad is locked. An Administrator of a locked squad sees the same.
squad-export- and the date.
People
The page’s title is People. For the steps, see Invite people to your squad.
Seats are bought and released on Billing. When every seat is taken, the owner’s invite adds one. See Invite when every seat is taken.
Billing and usage
Billing
Only the owner can open this page. It has, from top to bottom: the plan, with Manage subscription and Cancel subscription…, seats for people, Earn credit, the payment method, the monthly allowance, Research tools, the credits left, Buy credits, Auto-recharge, and the usage cards.
If you leave Billing with research tool or auto-recharge changes that are not saved, the Unsaved changes dialog asks first: Discard changes or Go back & save.
Each usage card shows only when it has something to list. A task on Usage by task opens that task. For amounts, prices, and the usage cards, see What Squad costs and Manage your subscription, credits, and workspace data.
Payment cards are in the Wallet
Payment cards are no longer in Settings. Each person manages their own cards, and sees the purchases that teammates made with them, in the Wallet, a place in the sidebar. See Let your teammates pay with your card.Apps
Apps
The page’s title is Apps. A strip at the top says what your squad can use, for example “Your squad can use GitHub, Gmail and 6 more.”. Below it, a switch chooses Connected apps or Custom integrations. Only the owner and Administrators who work with every teammate see Custom integrations. Everyone else, an Administrator who is limited to some teammates too, sees the accounts that other people shared in a card, Shared with you. The address of the old Tools page opens Custom integrations, or Connected apps for people who cannot see it.
In Manage scope, What every teammate can do sets the access level for the account. Under One teammate at a time, each teammate can use Default, another level, or No access. For more, see Connect apps and Add an MCP server or an API key.
Telegram, Discord, and Slack
These are the chat channels that you use to talk to your squad. Slack here is the bot that you chat with, not the Slack app that teammates work in, which you add on Apps.
The main Telegram bot answers only the owner. For anyone else, the card names the owner, for example Who can message it: only Alex. A switch moves only after your cloud computer has the change. Until then, the card shows Saving…. A bot that runs shows no status. A bot that does not run shows Offline. A bot that you just saved while your squad is busy says “Your squad starts answering in” the app’s name “once it finishes what it’s working on.” instead. For setup steps, see Connect Telegram, Connect Discord, and Connect Slack.
AI
AI
The page’s title is AI, as on Squad for Mac. From top to bottom it has Your squad’s AI, Accounts, and More, which holds your squad’s defaults. For more, see Choose models and manage AI accounts.
Changes to Your squad’s AI, and a new order of accounts, wait for Save changes in the bar at the bottom. Reset drops them. A teammate’s own model and image model are set on that teammate’s Setup page, not here. See One teammate.
Everyone who can open AI sees Your squad’s AI and Accounts. Only the owner and Administrators who work with every teammate can change them. Other people see the note “You can see which AI accounts the squad runs on. The squad owner or an Administrator who works with every teammate connects and changes them.” On Squad for Mac, the note also says that they can see how much the accounts have used.
More
More is at the bottom of AI, closed until you click it. It holds the defaults of your whole squad. The command palette entry Squad defaults, and Check the time limit on a run in History that is not a routine’s, open AI with More open.
Changes under More wait for Save changes in their own bar at the bottom. Reset drops them. Closing More keeps your unsaved changes and the bar. After a save, nothing restarts. If your cloud computer has not applied the change yet, the notice “Saved. Applying changes in the background (usually a minute or two).” shows until it has, at most for the time in Limits and defaults.
Collaborators, Viewers, and Administrators who are limited to some teammates see More and Your squad’s AI, but cannot change them, because they apply to every teammate. For them, the fields cannot be edited and Remove the limit does not show. A limit from an earlier setting says “Only the squad owner or an Administrator who works with every teammate can remove it.” instead of “Remove it, then save.” An Administrator who is limited to some teammates still changes the model and the other settings of their own teammates on each teammate’s Setup.
Where the tool switches are
Settings has no Tools page. An MCP server and its tools are switched on the server’s card in Apps > Custom integrations. Research tools are switched on Billing, in Research tools. See Add an MCP server or an API key and Research tools.One teammate
A teammate’s own settings are on its Setup page. Open the teammate’s page and select Setup (“The AI [name] thinks with”) at the end of its About. Back takes you to where you came from. A routine run’s Check the time limit in History also opens it, with the editor of that routine.Routine editor
The same editor opens from ＋ New routine here, and on Routines from New routine > a teammate under On a schedule, for.
For how to use routines, see Schedule recurring work with routines.
Inboxes and rules
The page’s title is Email rules. A chip for Shared and one chip for every teammate choose whose settings you see. A teammate without an inbox has a dimmer chip. Shared holds the settings for every inbox: Custom domain, Deleted inboxes, and Allow and block rules (Always allowed and Never allowed). A teammate with an inbox has Identity (with Pause inbox), Handling instructions, Email signature, Daily send cap, Delete this inbox, and its own Allow and block rules. Each text and the cap save with their own save button. A teammate without an inbox has the card that creates one, which only the owner can use. For more, see Give a teammate an email inbox.Domains
The page’s title is Email domains. You can connect one custom domain for the squad. Every teammate’s inbox shares it.
For the status words on this page, see Statuses. For more, see Give a teammate an email inbox.
Notifications
The page has three columns: Event, In Squad, and Email. An event that never sends email shows Not by email. Each switch saves at once: it shows Saving… beside it until Squad confirms, and the other switches wait. If the save fails, the page says “Couldn’t save that. Try again.” The page also opens from the gear in the bell, Notification settings. For each event and its defaults, see Statuses. For more, see Choose your notifications.What each role sees in Settings
What a person can open depends on their role. See Choose a role.
The Notifications page of every person, Administrators included, holds their own choices, not yours. The Billing and credits and Teammates going back and forth events show only to the owner.
On a phone, the account menu has What’s new, Help and contact us, Settings, Billing, Memory, AI, and Sign out. Each person sees only the items that their role can open, so only the owner sees Billing. The menu also shows the person’s role, for example Collaborator.