The control center for your workspace#
The Settings page is where workspace owners and admins configure how Sidekick behaves, what it can spend, and which model it uses. Members see a limited personal view.
Open Settings from the workspace nav to access the full configuration surface. Per ADR-082 §9 every governance and configuration surface — connections, rules, approvals, notifications, API keys, models, routines, memory — lives here, not under a Sidekick sub-route.
Settings sections#
Per ADR-082 §9 the Settings surface is the single home for every governance and configuration concern:
| Section | What it controls |
|---|---|
| Workspace | Workspace name, billing plan, retention, and members |
| Voice | How Sidekick speaks to you (register, fluency, accessibility) |
| Connections | Tool connections, MCP servers, integrations, destination defaults |
| Rules | Autonomy policy — what Sidekick is allowed to do without asking |
| Approvals | Approval policy — which actions pause for human sign-off |
| Notifications | Per-type notification preferences and transport choices |
| API keys | BYOK provider keys (Anthropic, OpenAI, etc.) |
| Models | Workspace AI source — managed inference or BYOK — and per-role model defaults |
| Routines | Recurring schedules and one-shot scheduled work |
| Memory | Per-user memory preferences |
Trust level presets (Rules)#
The Rules section exposes trust level presets that wire Sidekick's autonomy gates in one click:
| Preset | Behavior |
|---|---|
| Supervised | Sidekick asks before every action |
| Balanced | Handles routine tasks autonomously; asks for sensitive ones |
| Autonomous | Full autonomy — you review afterwards through Sidekick's Proof widget and Jobs |
| Custom | You have fine-tuned individual per-tool permissions |
Select a preset card to apply it instantly. The autonomy policy editor below the cards shows the granular rules that each preset sets, and lets you override them.
BYOK and managed inference#
If you prefer to route inference through your own provider key instead of managed inference:
- Open Settings → API keys and add your provider key (encrypted at rest, shown only as a masked preview)
- Open Settings → Models and switch the workspace AI source to BYOK; pick
the provider and model (e.g.
claude-haiku-4-5,gpt-4o)
See the full walkthrough in Workspace AI source: managed inference vs BYOK.
info Only one active model configuration is allowed per workspace. Changing the provider replaces the existing key.
Budget rules#
Set a monthly spending cap and alert threshold:
- Alert at — sends a notification when usage reaches this percentage
- Hard stop — pauses all Sidekick actions until the next cycle
Budget enforcement applies to managed inference charges. BYOK usage is billed directly by your provider and not tracked here.
Role-based access#
| Role | Settings access |
|---|---|
| Owner / Admin | Full access to all sections |
| Member | Limited personal view — can see AI status but cannot change configuration |
| Viewer | No access to settings |
warning Changing the trust level to Autonomous removes approval gates for most actions. Start with Supervised or Balanced until you are confident in your governance rules.
Next step#
If something goes wrong, check Troubleshooting for common fixes.