User Manual
Settings
Settings is where you manage your organization, your team, and your account. The main Settings page covers your org identity, integrations, webhooks, and trust levels; the indented sub-pages handle everything else.
The main Settings page
The Settings landing page shows a plan banner, your organization identity (name, workspace slug, your email, and your role), connected integrations, the trust ladder for your agents, an outbound webhook configuration, and inbound channels. Quick links at the bottom jump to the sub-pages.
Trust levels
The trust ladder sets how much autonomy each agent has. The five trust levels are graduated — Level 4 must be earned, never set as a starting point:
| Level 0 | Observe Only |
| Level 1 | Draft Only |
| Level 2 | Execute (Low Risk) |
| Level 3 | Execute + Notify |
| Level 4 | Full Autonomy |
◳ Screenshot
The main Settings page — the plan banner, Org Identity panel, Neural Integrations, the Trust Ladder legend (Levels 0–4), the Outbound Webhook section, Inbound Channels, and the quick-link cards.
Context Book
Settings → Context Book. The rules, key people, and approval thresholds that govern your agents, first captured during onboarding. This is your Context Book — edit it whenever your business changes so agents keep deciding correctly.
Team
Settings → Team. Invite members, see who is in the workspace, and manage roles. Roles include owner, admin, and member — and they determine who can do things like manage member budgets.
◳ Screenshot
The Settings → Team page listing workspace members with their roles and an invite control.
Budgets
Settings → Budgets. Per-member credit caps for owners and admins on Team, Growth, and Enterprise plans. See Member budgets for the full walkthrough.
Profile
Settings → Profile. Your personal account settings — your name and password.
Audit Log
Settings → Audit Log. A full trail of significant actions in your workspace — runs, triage, and integrations. Retention depends on your plan, from 7 days on Starter up to 365 days on Enterprise.
API Keys
Settings → API Keys. Create and manage the keys agents and integrations use to authenticate with the eClips API. API access is available on Team and above.
◳ Screenshot
The Settings → API Keys page showing existing keys and a control to generate a new key.
Notifications
Settings → Notifications. Choose how and when eClips notifies you — for example when an item lands in your Approval Inbox, when a run fails, or for a weekly summary.
Webhooks
eClips can call your own endpoints when events happen, so you can wire the workforce into your systems. The outbound webhook URL is configured on the main Settings page (the Outbound Webhook section), and a dedicated webhooks page is available for managing it.
SSO
Settings → SSO. Single sign-on configuration for organizations that authenticate through an identity provider.