Navigate Settings on mobile

Menu and detail

1. 1

   Open Settings from the bottom tab bar. On a phone you land on the menu: grouped sections (You, Business, Advisor Workspace, Client Workspace, Agent Workspace, Analyses & Reports, Integrations & AI).

2. 2

   Tap any section to open it full screen.

3. 3

   Use the All settings button at the top of a section to return to the menu.

   

4. 4

   Deep links still work: arriving with a specific section in the URL opens that section directly.

What lives where

The groups read top to bottom: You holds what belongs to you personally — your profile, the emails you get, your connected inbox. Business is your brand, your team, and your plan. Advisor Workspace shapes your own dashboard. Client Workspace controls everything clients see, including their content library, under-contract defaults, client types, and how they sign in. Agent Workspace does the same for referring agents. Analyses & Reports seeds every new analysis — report defaults, fee templates, default fees. Integrations & AI connects outside tools and your AI knowledge.