Area	What it controls
Profile	Account details and personal preferences.
Email connection	The mailbox used to send outreach for the active workspace.
Billing	Subscription, interval, included usage, and eligible credit packs.
Integrations	CRM authorizations and sync status for the active workspace.
Workspace	The shared context that owns leads, searches, pipelines, sequences, and connected services.

Workspace ownership

Security-sensitive connection actions are limited to the workspace owner, including CRM connection and disconnection. Check the workspace switcher before modifying billing or a connected service.

Agency includes workspace sharing. Give access only to people who need the underlying lead and outreach data.

Useful settings links

Profile and email connections
Plans and billing
CRM integrations

A Connected label applies to the selected workspace. Switching workspaces can show a different sender, CRM connection, balance, and lead list.