User Manual
Settings
Settings is where you manage your organization, your team and your account. The main page covers your org identity, integrations, webhooks and trust levels, and the sub-pages cover the rest.
The main Settings page
The main Settings page shows a plan banner, your organization identity (name, workspace slug, your email and your role), connected integrations, the trust ladder for your agents, the outbound webhook, and inbound channels. Quick links at the bottom go to the sub-pages.
Trust levels
The trust ladder sets how much each agent may do on its own. There are five trust levels, and every agent starts at Level 0. A level can only be raised one step at a time, so no agent starts at Full Autonomy. It can be lowered by any amount.
| Level 0 | Observe Only |
| Level 1 | Draft Only |
| Level 2 | Execute (Low Risk) |
| Level 3 | Execute + Notify |
| Level 4 | Full Autonomy |
Context Book
Settings → Context Book. The rules, key people and approval thresholds your agents work from, first entered during onboarding. This is your Context Book. Edit it when your business changes, so agents keep deciding correctly.
Team
Settings → Team. Invite members, see who is in the workspace, and manage roles. Roles run from owner and admin down to member and read-only, and they decide who can do things like manage member budgets. An invitation expires after seven days.
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 own account settings: your name and password.
Audit Log
Settings → Audit Log. The log of recorded actions in your workspace. How long entries are kept depends on your plan, from 7 days on Starter 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 Growth and Enterprise only.
Notifications
Settings → Notifications. Choose how and when eClips notifies you, for example when an item lands in your Approval Inbox or a run fails.
Webhooks
eClips can call your own endpoint when a run completes, fails or needs a person. The outbound webhook URL is set on the main Settings page, in the Outbound Webhook section, and a separate webhooks page lets you manage it.
SSO
Settings → SSO. A form for your identity provider's SAML 2.0 or OIDC details. Signing in through an identity provider is not available yet, so members still sign in with email and password.