> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Settings reference
> Look up every screen you can open from Settings and the sidebar footer, with each control and its default.
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 timeouts are on [Limits and defaults](/docs/limits-and-defaults). Credit amounts and prices are on [What Squad costs](/docs/costs).
## Where the settings are
### Account menu
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. |
### Sidebar footer
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 | **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 can show a **1 connected** badge. This badge does not show how many apps you connected. Open Integrations to see your connections.
## 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)** |
| **Default timeout** | The maximum seconds one run may take before it is stopped. | 2,147,000 seconds on new workspaces. The field shows 600 when no value is saved. |
| **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 screen.
| 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** |
| **Timeout (seconds)** | The longest one run of this task may take. | 86,400 |
| **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](/docs/scheduled).
## 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](/docs/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 recalled. 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](/docs/memory).
## 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](/docs/costs).
## 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. The account menu has **Make primary**, **Rename**, **Manage scope**, **Reconnect**, and **Disconnect**. | When an agent does not pick an account, it uses the account marked **★ PRIMARY**. |
| **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](/docs/integrations) and [Add an MCP server or an API key](/docs/custom-integrations).
## 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](/docs/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](/docs/statuses). For more, see [Give an agent an email inbox](/docs/email).
## 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](/docs/telegram), [Connect Discord](/docs/discord), and [Connect Slack](/docs/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, then takes you back to setup. You must type **RESET** to confirm. | 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.
**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 the 3-day window. | 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](/docs/runs-and-health).
## 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](/docs/statuses#notification-events). For more, see [Choose your notifications](/docs/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](/docs/sharing).
## 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](/docs/costs) and [Manage your subscription, credits, and workspace data](/docs/billing).
## 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, 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.