> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your cf0 workspace across seven settings tabs — Account, Companies, Profile, Memory, Skills, Brand, and Integrations — for you and your team.

The Settings page covers every personalisation and admin lever in cf0. Open it from your avatar in the top-right corner, or navigate directly to `/settings`.

Settings is organised into seven tabs:

| Tab              | Scope     | What it controls                                                                 |
| ---------------- | --------- | -------------------------------------------------------------------------------- |
| **Account**      | You       | Name, email, avatar, password                                                    |
| **Companies**    | Org       | Team members, invitations, roles (admin only for changes)                        |
| **Profile**      | You       | Role, sectors covered, response language                                         |
| **Memory**       | You       | What cf0 remembers about your preferences and prior threads                      |
| **Skills**       | You + Org | Your personal Skills (and org Skills if you're admin)                            |
| **Brand**        | Org       | Logo, colours, font for branded PDF reports (admin only)                         |
| **Integrations** | Org       | Third-party connectors — Microsoft 365, Google Workspace, Slack, Notion, Granola |

## Account

Personal details on your own user record:

* **Name** — display name visible to teammates
* **Email** — login address (changes require email verification)
* **Profile picture** — your avatar across the app
* **Password** — change your password

## Companies (team management)

The Companies tab manages your **organisation's team** — members, roles, and invitations. It is **not** a stock watchlist or filing search — to find a company's filings, use [Filings](/features/filings).

<Frame caption="Settings → Companies — team roster with role badges. Admins can invite, bulk-invite, change roles, or remove members. Other orgs the user belongs to appear in a separate section below.">
  <img src="https://mintcdn.com/cf0ai/MLKVdlfco0_3MhGd/images/settings-companies-light.png?fit=max&auto=format&n=MLKVdlfco0_3MhGd&q=85&s=77875b10ad1bcb4b90950bae5ede8117" alt="cf0 Settings — Companies tab showing team members and roles" width="815" height="625" data-path="images/settings-companies-light.png" />
</Frame>

If you are an org admin:

<Steps>
  <Step title="Invite a teammate">
    Click **Invite**, enter their email, and choose a role:

    * **Member** — full feature access within the org
    * **Admin** — can also manage members, brand, and integrations
  </Step>

  <Step title="Bulk invite">
    Click **Bulk invite** and paste a list of email addresses. Everyone gets the same role.
  </Step>

  <Step title="Change a role or remove a member">
    Use the role selector or the remove icon next to any member row.
  </Step>
</Steps>

Non-admin members see the team roster but cannot invite, remove, or change roles.

## Profile

Tells cf0 what you cover and how you want answers framed.

* **Role** — Analyst, Portfolio manager, Research operations, Other
* **Sectors** — Technology, Healthcare, Financials, Energy, Consumer Discretionary, Consumer Staples, Industrials, Real Estate, Materials
* **Language** — English, Portuguese, Spanish, French, German, Chinese. Every Lab response and report is written in this language

<Note>
  Your profile is private to you. It's not shared with other org members.
</Note>

## Memory

What cf0 remembers about you across sessions — your stated preferences, recurring queries, prior thread context. Review and clear individual entries when needed.

## Skills

Personal Skills you've created (private to you). Enable, disable, edit, or delete from here. Org Skills (shared by an admin) are visible but read-only unless you're an admin yourself.

To create new Skills, use the dedicated [Skills](/features/skills) page, not this tab.

## Brand (org admin only)

Controls the look of branded PDF reports — logo, colour scheme, font choices. Every Report your team exports inherits these settings without manual formatting.

Recommended uploads:

* **Logo** — SVG preferred, PNG acceptable; light + dark variants for theme adaptation
* **Primary colour** — your firm's accent (used scarcely on covers and section heads)
* **Typeface** — defaults to the cf0 editorial stack; override if your firm has a brand font

## Integrations (org admin only)

Connect cf0 to third-party tools your firm already uses. See the [Integrations](/data/integrations) page for the full catalogue and connection flow.

## Danger zone

At the bottom of the Settings page, **Delete account** permanently removes your user profile, query history, and personal data. Organisation data and shared documents are not affected.

<Note>
  Account deletion cannot be undone. To leave an organisation without deleting your account, ask your org admin to remove your membership instead.
</Note>