# Settings

> Find every Settings section, personalize Estelle, choose notifications, manage automatic work, configure Intake, and export your data.

Open **Settings** from the dashboard. The overview and search help you find a section by the task you want to do. Personal choices affect only you; organization sections belong to the workspace and some require an admin or the owner.

## Find a setting

| Task | Section |
|---|---|
| Change your name, photo, email or sign-in security | **Profile** |
| Set appearance, voice, landing view, time zone or data export | **Preferences** |
| Choose session, pull request, automation and usage alerts | **Notifications** |
| Create or revoke CLI, MCP and API credentials | **API keys** |
| Change workspace name or branding | **General** |
| Invite people, manage seats or transfer ownership | **Team** |
| Connect GitHub and choose what Estelle reads | **Connections** |
| Connect Slack, Linear, Jira and other apps | **Apps** |
| Choose model credentials for Estelle surfaces | **Provider keys** |
| Change plan, payment method or invoices | **Plans & billing** |
| Read usage, set a spend limit or inspect analytics | **Usage & limits** |
| Set autonomy, session visibility and agent defaults | **Sessions & agent** |
| Configure pull request reviews | **Prism review** |
| Manage document extraction, collections and access | **Intake** |
| Set Atlas depth and repository groups | **Atlas** |
| Enable reusable agent skills | **Skills & playbooks** |
| Inspect runs, requests and the audit history | **Activity** |
| Manage Monitoring, On-call, auto-fix, CI and cleanup | **Automatic** |
| Inspect indexed symbols and entities | **Code graph** |
| Send events to your own endpoint | **Webhooks** |
| Manage agent-workspace secrets | **Environment** |

## Personalize Estelle

Open **Settings → Preferences**.

### Appearance and accessibility

- **Theme**: choose Light, Dark or System. The choice is saved to your account and applies to the app and website.
- **Accent colour**: change selection, switches, focus rings and the current menu item. Available colours are checked for contrast in light and dark themes.
- **Effects**: turn decorative dithering and motion on or off. Your system's reduced-motion choice is always respected.
- **Icons**: choose the available style and size.
- **Accessibility: colour vision**: choose Default, Deuteranopia, Protanopia or Tritanopia for status, diff and chart colours.

### Ask, voice and landing

**Ask Estelle background colour** changes the Ask home in this browser. Pick a preset or enter a six-digit hex colour and choose **Apply**.

**Read replies aloud** makes Ask speak each new reply after you have used the page. Every reply also has its own **Listen** button. Voice uses Estelle Credits and is saved only in this browser.

**Default landing view** chooses where you arrive after sign-in: Estelle, Sessions, Automations or Atlas. **Catch me up** summarizes changes after time away and stays quiet when nothing changed.

### Time zone

Set **Time zone** for schedules, digests and times shown in the dashboard. If you have not chosen one, Estelle uses UTC.

## Choose notifications

Open **Settings → Notifications**. Choices are personal; each teammate sets their own. Available channels depend on the event and the plan.

Session details and links are sent only to recipients who may currently see that session. They are not sent to shared Slack channels, whose audience cannot be checked against session visibility. Previously saved Slack choices for session events are withheld rather than reported as delivered.

| Event | Available delivery | Default |
|---|---|---|
| **A session needs your input** | The Sessions rail. | In app |
| **A session finished or failed** | The Sessions rail; no email or shared Slack. | No outbound notice |
| **A session opened a pull request** | Email, subject to session visibility. | Email |
| **Estelle merged a pull request** | Email, subject to session visibility. | Email |
| **Prism found blockers on a pull request** | Email or the team's opted-in Slack channel; counts and a link, without code. | Email |
| **An automation is failing or was paused** | Slack for the first consecutive failure or a pause after repeated failures. | Slack |
| **Usage reached a level of your plan** | Slack, or email where the plan permits it. | Email where available |
| **An idle Silo was stopped** | Slack only when the notice contains no session information. | Off |
| **An agent finished a step of its plan** | The Sessions rail. | In app |

Usage alerts follow the billing period at your selected 50%, 80% or 100% thresholds, not the short rolling windows. In-app delivery means the existing state in Sessions, not a separate outbound notification.

An automation's own receipt and your configured Webhooks are separate from these personal notification rules.

## Manage automatic work

Open **Settings → Automatic** to see what Estelle runs for the whole workspace. Changes apply from the next push, pull request or event and do not remove data already stored.

### Monitoring and On-call

**Monitoring** accepts the errors, traces, logs and metrics your services send. Turning it off refuses new telemetry while keeping existing issues.

Configure **On-call**, its alert channels and the lowest error level that opens an incident. On-call never merges, deploys or rolls back.

### Auto-fix

Choose whether Estelle starts fixing issues on its own, then set the triggers you need:

- **When a new issue is at least** starts work at a severity you choose.
- **When an issue repeats** and **Repeat window** start work after repeated occurrences.
- **When uptime falls below** starts work when your checks cross the chosen level.

Set **Start fixing issues on their own** to **Off** to stop these triggers. Estelle drafts and checks the fix; a person opens and merges the pull request.

### Estelle CI

**Run CI from the tests you already have** runs supported test and build commands on pushes and pull requests for repositories without their own Estelle or GitHub CI configuration. Each run uses a Silo from your plan. Choose **Choose repositories for Estelle CI** to manage where CI runs.

### Clean up old work

**Archive old work automatically** hides finished sessions and eligible inactive automations after the age you choose. Archiving never deletes them.

For an immediate cleanup:

1. Under **Clean up now**, choose **Older than … days** and select **Check**.
2. Choose **Review** and inspect the listed items.
3. Choose **Archive** for the items shown. If only part of the result is listed, only that part is archived.
4. Use **Restore** under **Archived** to bring an item back. A restored automation stays paused until you turn it on again.

The page also links to settings that live elsewhere: Prism reviews and code-index updates are already on, while auto-merge, Atlas generation, pull request QA and automation templates remain opt-in.

## Configure Intake

Open **Settings → Intake**.

- **Find facts and entities in each document** controls whether Estelle also extracts cited facts, people and companies from uploads. Turn it off to keep documents readable, indexed and searchable without that extraction.
- **Collections** lists each collection and its document count. **Rename** files every document in that collection under the new name.
- **Access and keeping** explains whether documents are private to you or shared with the team. There are no per-document permissions.
- Documents are kept until you delete them. Deleting your account erases the documents, their search index and extracted content.
- If an **Email a question** address is shown, send a question from your account's email address. The request appears under **Intake → Requests**.

## Export or delete your data

Open **Settings → Preferences → Your data** and choose **Request export**. Small workspaces download as JSON; large workspaces download as NDJSON in checked parts. If any part fails, Estelle does not offer a partial archive as a completed export.

Under **Delete your account**, choose **Request deletion**. This permanently removes your account, keys and memory and cannot be undone.

## Arrange a dashboard screen

On a screen with an **Arrange** button, you can reorder panels, hide or show them, and resize panels that allow it. Choose **Done** when finished or **Reset layout** to restore the default.

Keyboard users can focus a panel handle, press Space to pick it up, move it with the arrow keys, press Space again to drop it, or Escape to cancel. Layouts are saved to your account.

## Related

- [Keys and models](https://docs.fatelabs.ca/keys-and-models): Manage account and provider credentials.
- [Autonomy](https://docs.fatelabs.ca/autonomy): Set the ceiling for agent actions.
- [Troubleshooting](https://docs.fatelabs.ca/troubleshooting): Resolve common account, connection and usage problems.
