> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vistaly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your organization, team, and workspace settings.

## Card Settings

Customize how card types appear and function in your organization.

### Card Type Names

Rename card types to match your organization's terminology (e.g., rename "Opportunity" to "Initiative").

### Enabled Card Types

Control which card types are available in your organization. Disable card types that your team doesn't use.

### Custom Fields

Add custom fields to card types to capture additional information specific to your workflow.

Learn more about [custom fields](/documentation/core-concepts/custom-fields).

## Team

Manage your team members and their permissions.

### Inviting Team Members

Add new members to your organization with different permission levels:

* **Owner**: Full access to all settings and features
* **Editor**: Can create and edit cards, manage insights
* **Viewer**: Read-only access to cards and insights

### Managing Roles

Change team member roles or remove members from your organization.

Learn more about [inviting team members](/documentation/core-concepts/inviting-team-members).

## Workspaces

Organize your work into separate workspaces for different products, teams, or initiatives.

### Creating Workspaces

Create new workspaces to separate different areas of your strategy and discovery work.

Learn more about [workspaces](/documentation/core-concepts/workspaces).

## Labels

Create and manage labels to categorize and filter cards across your organization.

### Creating Labels

Add custom labels with colors to help organize and filter your cards.

### Label Management

Edit or delete existing labels. Note that deleting a label removes it from all cards.

Learn more about [labels](/documentation/core-concepts/labels).

## Templates

Create and manage templates for AI-powered document drafting.

### Creating Templates

Design reusable templates to structure AI-generated documentation for your cards. Templates include sections with instructions that guide the AI to create comprehensive, consistent documents.

### Managing Templates

Edit template details, add or reorder sections, and publish templates when ready. Published templates appear in the AI drafting workflow for all organization members.

### Publishing Templates

Templates must be published before they're available for document drafting. Draft templates are only visible in template management.

Learn more about [template management](/documentation/ai-document-drafting/template-management) and [AI document drafting](/documentation/ai-document-drafting/overview).

## Integrations

Connect Vistaly with other tools in your workflow.

### Available Integrations

* **Jira**: Sync cards with Jira issues
* **Linear**: Connect cards to Linear issues
* **Slack**: Receive notifications in Slack
* **Zapier**: Automate workflows with Zapier
* **Google Sheets**: Export data to Google Sheets
* **Browser Extension**: Capture insights from anywhere

Learn more about [integrations](/documentation/integrations/vistaly-api).

## API Keys

Generate and manage API keys for programmatic access to Vistaly.

### Creating API Keys

Generate API keys to integrate Vistaly with custom tools or scripts. API keys provide secure, authenticated access to your organization's data.

### Key Management

View, revoke, or regenerate API keys as needed. Each key shows when it was created and last used.

Learn more about the [Vistaly API](/documentation/integrations/vistaly-api).

## Plans & Billing

Manage your subscription plan and billing information.

### Plan Details

View your current plan, usage, and available features.

### Billing Management

Update payment methods and view billing history.

## Advanced

Configure advanced organization settings.

### Organization Details

Update your organization's name, logo, and description.

### Company Description

The company description field provides important context about your business that AI uses to deliver more relevant and accurate results throughout Vistaly.

**How AI uses your company description:**

* **Documentation generation**: When using AI to draft PRDs, solution briefs, and other templates, your company description helps the AI understand your business domain, industry, and product focus to generate more relevant content
* **Interview insight accuracy**: AI uses your company context to better understand and extract insights from customer interviews
* **Cross-interview insight mapping**: Your company description helps AI identify patterns and connections across multiple customer interviews

**What to include:**

Provide a clear description of your company that covers:

* Your industry and market
* Your product focus and core offerings
* Your target customers or user base
* Your company's mission or value proposition

**Example:**

> Acme Inc. is a B2B SaaS company building project management software for distributed engineering teams. We focus on helping remote teams coordinate complex software projects with real-time collaboration tools and automated workflows.

<Tip>
  The more specific your company description, the better AI can tailor its outputs to your business context.
</Tip>

### Customer Organizations

Enable customer organization tracking to organize insights by customer company (B2B use case).

### Outcome Polling

Configure settings for automated outcome metric collection.

## Accessing Settings

To access your organization settings:

1. Click on your profile icon in the top navigation
2. Select **Settings**
3. Choose the appropriate settings tab from the sidebar

<Note>
  Some settings tabs are only accessible to organization owners or editors. Viewers have read-only access to most settings.
</Note>