> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/settings.md).

# Settings

Configure your workspace, manage access, and customize how Porter supports your team.

**Settings** brings together the controls you need to manage your workspace and tailor Porter to your team's needs.

You can update account details and security, organize team members and permissions, configure coaching playbooks and conversation flags, manage lead scoring and tags, customize digests and notifications, and set up phone numbers and recording preferences.

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## **Workspace**

Manage your account details and password.

* [**Account**](/docs/settings/account.md) — Update your account information.
* [**Password**](/docs/settings/password.md) — Change your account password.

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## **Team management**

Organize your team and control access to Porter.

* [**Members**](/docs/settings/team.md) — Manage the people in your workspace.
* [**Teams**](/docs/settings/teams.md) — Organize members into teams.
* [**Roles & permissions**](/docs/settings/roles-and-permissions.md) — Control what members can access and manage.

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## **Coaching**

Configure how Porter evaluates conversations and identifies areas for review.

* [**Coaching playbooks**](/docs/settings/coaching-playbooks.md) — Define the criteria Porter uses to evaluate conversations and generate coaching feedback.
* [**Conversation flags**](/docs/settings/conversation-flags.md) — Define statements or behaviors Porter should flag for review.

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## **Intelligence**

Customize how Porter identifies leads, organizes information, and delivers insights.

* [**Lead scoring**](/docs/settings/lead-scoring.md) — Configure how Porter evaluates and scores leads.
* [**Tags**](/docs/settings/tags.md) — Manage labels used to categorize conversations and other information.
* [**Digests**](/docs/settings/digests.md) — Configure the summaries Porter provides to help your team review activity and insights.
* [**Notifications**](/docs/settings/notifications.md) — Manage which updates and events trigger notifications.

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## **Conversations**

Configure phone and recording settings for your conversations.

* [**Phone numbers**](/docs/settings/phone-numbers.md) — Manage phone numbers used for recording calls through Porter.
* [**Recording & consent**](/docs/settings/recording-and-consent.md) — Configure conversation recording and consent settings.