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

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

Account-wide data processing controls:

AI data processing — Toggle whether AI features (Copilot, Autopilot, enrichment) can process your workspace data
Product analytics — Toggle anonymous usage analytics
Account data export — Request a full export of all workspace data
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

Consent toggles for AI data processing, product analytics, and marketing emails
Request export of your personal data
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