Settings is the Workspace Settings item in the sidebar. General opens first. Sections are grouped on the left, or in the Settings Section menu on a phone. Sections you can't use don't appear. See Why Can't I See a Setting or Button?
Workspace
- General: your organization name, timezone, and company details. See How Do I Change My Organization Name or Timezone? and What Is the Company Profile and Where Is It Used?
- Workspaces: create and open workspaces. Owners only. See How Do I Switch or Create Workspaces?
- Billing: plan, cards, invoices, and usage. Needs billing permission in the primary workspace. See How Do I Change My Plan or Billing Details?
Access & Security
- Team: invite colleagues, and share deals with co-sponsors. See How Do I Invite a Team Member?
- Roles: workspace access, roles, and staff record limits. Owners only. See What Roles and Permissions Are Available?
- Security: your own email, password, two-factor, and account. See How Do I Set Up Two-Factor Authentication and Passkeys?
- Approval Rules: who has to sign off on sensitive actions. See What Are Approval Rules?
- Change History: a record of workspace changes. See How Do I See Who Changed Something?
Investor Experience
These need permission to edit workspace settings.
- Investor Signup: your registration link and automatic approval. See How Do I Let New Investors Sign Up Themselves?
- Investor Setup: the steps new investors complete. See How Do I Customize the Investor Setup Steps?
- Portal: what investors can see, and your welcome message. See How Do I Control What Investors See in the Portal?
Investor Contacts
- Tags: see How Do I Tag Investors?
- Custom Fields: see How Do I Add Custom Fields to Investor Profiles?
- Lead Sources: see How Do I Manage Lead Sources?
- Groups: see How Do I Use Groups to Organize Investors?
- Email & Mailboxes: connect Gmail or Microsoft 365. Needs permission to manage investors. See How Do I Connect My Mailbox and Log Emails?
Fundraising
- Pipelines: see How Do I Customize Fundraising Pipeline Stages?
- Funding Instructions: where investors send money. Needs permission to manage bank details or approve payments. See How Do I Set Up Funding Instructions for Investors?
Brand & Messages
Branding, Web Address, and Sending Domain need permission to edit workspace settings. Custom Email Templates needs permission to manage investors.
- Branding: logo, colors, and sign-in image. See How Do I Change My Logo and Brand Colors?
- Web Address: your portal's address. See How Do I Set Up My Portal Web Address? and How Do I Connect a Custom Domain?
- Sending Domain: send email from your firm's address. See How Do I Send Email From My Own Domain or Mailbox?
- System Email Templates: the emails Syndelo sends on its own. See How Do I Edit the Emails Syndelo Sends Automatically?
- Custom Email Templates: saved messages your team sends by hand. See How Do I Use Email Templates?
Connections
- Integrations: accreditation, payments, email delivery, and QuickBooks. See What Does the Integrations Page Show?
- API Access: API keys, webhooks, and AI assistants. See How Do I Create an API Key?, How Do I Send Events to My Systems With Webhooks?, and How Do I Connect an AI Assistant Like Claude?
ACH Setup and Import Data have their own items in the sidebar under Settings. Your own profile is at My Profile.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo