Threads and Projects: organize context
Explain how topic continuity and project organization work in the Knowledge section. Decisions change over time. Threads help keep their history connected.
For: Workspace member or project lead
Product tour
Settings: your workspace and account
Explore workspace and account settings available to your role in DM.
Read the steps OR watch the video. Both teach the same outcome, and neither is needed for the other.Jump to the video
Quick steps
Click Account menuYour personal settings are in your account menu. Select your name at the bottom of the sidebar.
- Start on DM Home (/).
- Click "Account menu". The next view is "Good evening, Alex" (/).
What it means: Your personal settings are in your account menu. Select your name at the bottom of the sidebar.
Click Account settingsChoose Account settings.
- Click "Account settings". The next view is "Account" (/settings/account).
What it means: Choose Account settings.
Review your accountAccount shows your name, your email address and your role in this workspace. Further down, it explains how to deactivate or delete your account. Nothing changes unless you choose it.
- Review "Your account": "Signed in as".
What it means: Account shows your name, your email address and your role in this workspace. Further down, it explains how to deactivate or delete your account. Nothing changes unless you choose it.
Click ← Back to SettingsSelect Back to Settings. Settings opens on your workspace.
- Click "← Back to Settings". The next view is "Workspace settings" (/settings/workspace).
What it means: Select Back to Settings. Settings opens on your workspace.
Review this workspaceThis page shows the workspace's type, your role in it and its status. Changing shared workspace settings needs an owner or an admin, and the page says so.
- Review "This workspace": "Acme Platform Team Type shared Your role editor Status Active Workspace admin access requ…".
- Review "Admin access": "Workspace admin access required Ask a workspace owner or admin to manage shared workspace…".
What it means: This page shows the workspace's type, your role in it and its status. Changing shared workspace settings needs an owner or an admin, and the page says so.
Click AppearanceSelect Appearance.
- Click "Appearance". The next view is "Appearance" (/settings/appearance).
What it means: Select Appearance.
ReviewAppearance lets you choose how DM looks for you.
What it means: Appearance lets you choose how DM looks for you.
Click NotificationsNext, select Notifications.
- Click "Notifications". The next view is "Notifications" (/settings/notifications).
What it means: Next, select Notifications.
Review what you receiveNotifications lets you choose which in-app alerts you receive. In this release, alerts stay inside DM.
- Review "What you receive": "You control which alerts you receive. Alerts are scoped to this workspace. No external no…".
What it means: Notifications lets you choose which in-app alerts you receive. In this release, alerts stay inside DM.
Click SessionsThen select Sessions.
- Click "Sessions". The next view is "My sessions" (/settings/sessions).
What it means: Then select Sessions.
ReviewSessions shows your current session on this device.
What it means: Sessions shows your current session on this device.
Click My AuthorizationsFinally, select My Authorizations.
- Click "My Authorizations". The next view is "My Authorizations" (/settings/connected-accounts).
What it means: Finally, select My Authorizations.
ReviewMy Authorizations lists the provider connections that belong to you. What you can connect depends on what your deployment supports.
What it means: My Authorizations lists the provider connections that belong to you. What you can connect depends on what your deployment supports.
Review more settingsShared administration lives in the Control Panel, which is for workspace owners and admins. Privacy, Memberships and Usage are also here, but this video does not cover them. Next, explore your Home, or ask your workspace administrator.
- Review "More settings": "YOU Account Appearance Notifications Privacy Sessions Memberships My Authorizations Usage".
What it means: Shared administration lives in the Control Panel, which is for workspace owners and admins. Privacy, Memberships and Usage are also here, but this video does not cover them. Next, explore your Home, or ask your workspace administrator.
The account, workspace and preferences shown are invented for this tour. What other roles see, and which options are enabled in a real workspace, was not shown or verified.
No setting is changed: this tour only reads. Privacy, Memberships, Usage, appearance choices and account deactivation or deletion are not demonstrated, and the Control Panel is not opened.
Next lesson
Descriptive transcript
Read the full transcript, including what happens on screen
Demo environment · synthetic workspace and data · backend responses are simulated. Where your personal options live, and where admin tools begin
This guide tours the real DM Settings pages with a synthetic workspace, a synthetic account and simulated backend responses. Which settings you see depends on your role and what your workspace has enabled.
Disclosure (kept in this transcript and the video description, not drawn on the frames): Demo environment · synthetic workspace and data · backend responses are simulated.
00:00–00:07 · start
On screen: Start on DM Home (/). Click "Account menu". The next view is "Good evening, Alex" (/). A highlight marks "Your menu".
Narrator: Your personal settings are in your account menu.
Narrator: Select your name at the bottom of the sidebar.
00:07–00:10 · menu
On screen: Click "Account settings". The next view is "Account" (/settings/account). A highlight marks "Account settings".
Narrator: Choose Account settings.
00:10–00:25 · account
On screen: A highlight labelled "Your account" marks "Signed in as".
Narrator: Account shows your name, your email address and your role in this workspace.
Narrator: Further down, it explains how to deactivate or delete your account. Nothing changes unless you choose it.
00:25–00:31 · back
On screen: Click "← Back to Settings". The next view is "Workspace settings" (/settings/workspace). A highlight labelled "Back to Settings" marks "← Back to Settings".
Narrator: Select Back to Settings.
Narrator: Settings opens on your workspace.
00:31–00:44 · workspace
On screen: A highlight labelled "This workspace" marks "Acme Platform Team Type shared Your role editor Status Active Workspa…". A highlight labelled "Admin access" marks "Workspace admin access required Ask a workspace owner or admin to man…".
Narrator: This page shows the workspace's type, your role in it and its status.
Narrator: Changing shared workspace settings needs an owner or an admin, and the page says so.
00:44–00:47 · appearance-open
On screen: Click "Appearance". The next view is "Appearance" (/settings/appearance). A highlight marks "Appearance".
Narrator: Select Appearance.
00:47–00:52 · appearance
On screen:
Narrator: Appearance lets you choose how DM looks for you.
00:52–00:57 · notifications-open
On screen: Click "Notifications". The next view is "Notifications" (/settings/notifications). A highlight marks "Notifications".
Narrator: Next, select Notifications.
00:57–01:06 · notifications
On screen: A highlight labelled "What you receive" marks "You control which alerts you receive. Alerts are scoped to this works…".
Narrator: Notifications lets you choose which in-app alerts you receive.
Narrator: In this release, alerts stay inside DM.
01:06–01:10 · sessions-open
On screen: Click "Sessions". The next view is "My sessions" (/settings/sessions). A highlight marks "Sessions".
Narrator: Then select Sessions.
01:10–01:15 · sessions
On screen:
Narrator: Sessions shows your current session on this device.
01:15–01:19 · authorizations-open
On screen: Click "My Authorizations". The next view is "My Authorizations" (/settings/connected-accounts). A highlight marks "My Authorizations".
Narrator: Finally, select My Authorizations.
01:19–01:29 · authorizations
On screen:
Narrator: My Authorizations lists the provider connections that belong to you.
Narrator: What you can connect depends on what your deployment supports.
01:29–01:48 · boundary
On screen: A highlight labelled "More settings" marks "YOU Account Appearance Notifications Privacy Sessions Memberships My…".
Narrator: Shared administration lives in the Control Panel, which is for workspace owners and admins.
Narrator: Privacy, Memberships and Usage are also here, but this video does not cover them.
Narrator: Next, explore your Home, or ask your workspace administrator.
Last verified against the product on .
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