Settings Overview - Spott

You can quickly navigate to Settings with G then S. See all keyboard shortcuts. Use Settings to configure how Spott works for you and, in some areas, for your whole organization. Which items you see depends on the features enabled for your workspace and on your permissions.

The Settings page with its sidebar sections

Personal

Yours alone. Changing anything here affects your account, not your colleagues’.


Preferences	Currency, country code, AI language, distance unit, time and date display, theme, default tabs
Profile	Your name, avatar, password, and how you sign in
Notifications	Which events reach you, in the app or by email
Accounts	Connect email and calendar, signatures, email visibility, blocklist, WhatsApp
Calls	Your VoIP number, the Note Taker, and the scheduler

Workspace

Shared configuration, set once for the whole workspace so everyone works from the same setup. Admins can change all of it; some areas, such as Templates and Prompts, can also be opened up to other roles with their own permission. See managing access.


General	Workspace name, logo, favicon, public slug, and the branding on your public pages
Stages	Job stages and labels, job and opportunity statuses, company stages, speculative presentation stages
Labels	The labels used on notes, tasks, rejections, and emails
Data Model	Attributes per record type, file types, and custom attributes
Features	Turn workspace capabilities on or off, including enrichment, AI-filled columns, and auto-updating profiles
Integrations	Connect your telephony, job board, and data providers. See integrations
Import	Bulk import candidates, contacts, and companies from a file. See importing from CSV or Excel and data migration
Automations	Trigger actions on events, and the log of every run
Templates	Email, note, insight, report, CV, job description, scorecard and rate card templates, placement forms, and the Company Portal emails
Prompts	The instructions the AI writes from when it drafts content, including presentation emails

Admin


Users	Add users, assign roles, and configure role permissions
Teams	Group users into teams and offices
Security	Workspace roles and multi-factor authentication. See managing access
API and Webhooks	Programmatic access. See the API and webhooks
Domains	Verify a sending domain for marketing
Billing	Your plan, credit balance, and what each action costs