SettingsUpdated May 2026
Settings Overview
What you can configure in the Tetri Copilot Settings area.
Access:OwnerAdmin
Overview
The Settings area is where you configure how your workspace operates. It is organized into sections covering your company profile, notification preferences, email templates, member management, and more. Only Owners and Admins can access Settings.
Settings Sections
| Field | Required | Description |
|---|---|---|
General | — | Company profile, workspace name, currency, country, and fiscal year settings. |
Notifications | — | Configure which events trigger in-app and email notifications. |
Email Templates | — | Customize the automated emails sent by the system (invoice reminders, welcome emails, etc.). |
Members | — | Invite, remove, and manage roles for workspace members. |
Reminder Rules | — | Set up rules for when automatic reminders are sent for invoices and compliance. |
Escalation Rules | — | Configure escalation workflows for critical reminders. |
Announcements | — | Send workspace-wide announcements to all team members. |
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Note
Settings are workspace-wide and limited to Owners and Admins. Your personal details and two-factor authentication live separately on the My Account page (from the user menu). Billing & Subscription is Owner-only and sits under the Workspace group in the sidebar.
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