Settings (in the sidebar under Administration) is where you manage the workspace itself — its details, business profile and members. It’s split into four tabs, opening on Account.
Only workspace admins can change settings. Members with the User role see just the Business profile tab, read-only.
Account
The Workspace name (what the sidebar and your workspace list show) and the Account contact — who we talk to about this account. Set the contact name and phone number, and choose your marketing preferences: Email me news and offers and Call me about news and offers. The email shown is your sign-in email and can’t be edited here. Changes save automatically.
This isn’t your billing contact — that’s managed with your payment details on the Billing tab of Usage & Billing.
Business profile
Everything Moneypenny AI knows about your business, one card per section: About your business (your business name, primary sector and a summary of what your business does), What you offer, your Opening hours, and your Details — website, country, time zone, address, phone and email. It’s built during setup and yours to edit any time — change any field and it saves automatically a moment later; a caption below the cards confirms with “All changes saved.”
The profile is a starting point, not a live link: as the page itself puts it, it’s “used when you create a new agent — it doesn’t change agents you already have”. Keep it accurate so every new agent — whether you build with AI or start from a template — begins already knowing your business. To change what an existing agent knows, edit that agent instead.
Members
Who’s in the workspace and what role they hold. See Members and roles for inviting colleagues, changing roles and removing members.
Delete workspace
Permanently deletes the workspace, all of its users, and every agent, document, session and setting — it cannot be undone. Type the workspace name to confirm, then select Delete workspace & all users. Once it’s gone you’re signed out, since your own access goes with it.
This tab also shows your Workspace ID — quote it if you contact support. 
