Settings

Coherence separates settings into two areas — Account Settings for workspace-wide configuration (admin/owner only) and User Settings for personal preferences (all users).

Account Settings

Navigate to Settings > Account in the sidebar. These settings affect the entire workspace.

General

• Account name — Your workspace display name
• Timezone — Default timezone for scheduling and date displays
• Primary domain — Your company's domain for branding

AI

• Default Provider and Allowed Providers — Which AI providers the workspace uses
• Research Verification — Whether research claims can be checked against the evidence returned, where the platform feature is available
• Agent email — Off by default. When an Owner or Admin turns it on, agents in chat can save email drafts in a person's own connected mailbox and send email from it only after that person approves the exact message. See Agent Email

Plan & Billing

• Current plan and usage (records, AI credits, seats)
• AI usage breakdown by model and operation
• Spending limits for AI overage
• Invoice history and subscription management

Security Policies

Control how all team members authenticate:

• Enforce two-factor authentication — Require all users to enable 2FA before signing in. Users without 2FA configured will be blocked at login with instructions to set it up.
• Minimum password length — Set requirements from 8 to 16 characters (system minimum is 12 with uppercase, lowercase, number, and symbol requirements)
• Session timeout — Automatically sign out inactive users after 30 minutes to 24 hours, or disable for no timeout

Data & Privacy

• AI data processing — the workspace switch (on by default). Owners and Admins can turn it off to stop, for everyone, agent replies in chat, agent tasks, scheduled tasks, playbooks, Autopilot cycles, onboarding research, automatic memory extraction, and background AI such as home-feed drafts, agent quality reviews and conversation summaries. Changes are audited. See what the AI switch covers
• Product analytics is not a workspace setting; each person chooses it in their own Settings > Data & Privacy
• Export your data — Request my data export creates an export request for your own personal data; it does not export the whole workspace
• Data requests — Track export and deletion requests across the account, showing the affected user, who requested it, status, and completion date

Delete Account

Permanently delete the workspace with a 72-hour grace period. Requires typing the workspace name and acknowledging billing impact. A notification is sent to the Coherence ops team.

User Settings

Navigate to Settings in the sidebar. These are personal preferences.

Profile

• Name, avatar, display name

Security

• Password — Change your password (other sessions are automatically signed out)
• Two-Factor Authentication — Enable/disable 2FA with QR code scanning, backup codes, and trusted devices
• Sessions — View your current active session

Data & Privacy

• Toggles for AI data processing (on by default; turning it off stops AI work you start or that runs for you — see what the AI switch covers), product analytics, and marketing emails
• Request export of your personal data (an admin runs the export)
• View status of your data requests

Appearance

• Theme selection (light, dark, system)

Notifications

• Email, push, and in-app notification preferences
• Quiet hours scheduling

Communications

• Email connections (Gmail, Outlook)
• Contact sync
• Calendar connections
• Scheduling links
• Availability settings

Watched Records

• View all records you're watching across modules
• Bulk select and unwatch