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 Sidekick > Settings to access the full configuration surface.
Settings sections#
| Section | What it controls |
|---|---|
| Billing | Current plan, usage, and subscription management |
| Trust level | Global trust preset — supervised, balanced, autonomous, or custom |
| Budget rules | Monthly spending limits, alert thresholds, and hard stops |
| BYOK model config | Bring-your-own-key provider, model, and API key |
Trust level presets#
| Preset | Behavior |
|---|---|
| Supervised | Sidekick asks before every action |
| Balanced | Handles routine tasks autonomously; asks for sensitive ones |
| Autonomous | Full autonomy — you review in the Activity feed after the fact |
| 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 model configuration#
If you prefer to route inference through your own provider key instead of managed inference:
- Open Settings > BYOK
- Choose your provider (OpenAI, Anthropic, etc.)
- Select the model (e.g. gpt-4, claude-3.5-sonnet)
- Enter your API key — it is encrypted at rest and displayed only as a masked preview
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.