Setup
Setup is where workspace members configure the app behind the scenes: the data model, external connections, authentication emails, and visual defaults that your portals and internal workspace share.
What you can find in Setup
Data
Create tables, fields, and records under Setup -> Data. This is the shared data model that powers internal layouts, portals, and agents.
Read Tables & FieldsConnections
Connect external sources under Setup -> Connections, manage syncs, and bring data from tools like Salesforce, Stripe, HubSpot, Airtable, and SQL databases into your app.
Read Data SyncEmail templates
Customize the authentication emails portal users receive, including magic-link and registration messaging, from Setup -> Email Templates.
Read User Login FlowAppearance
Tune portal branding and visual defaults from Appearance, including logos, colors, themes, and the look of published portal experiences.
Read Branding & ThemesSetup changes affect the whole app
Tables, synced data, login emails, and appearance settings are shared foundations. When you change them in Setup, those changes can affect internal layouts, portal pages, agents, and portal users depending on how your app is configured.