Docs/Settings
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Settings

export const meta = { title: 'Settings', description: 'Manage organization, integration, user, and feedback settings.', tags: ['reference'], };

Settings typically include:

  • Integrations (Jira, Slack)
  • Notifications for organization and personal alerts
  • Organization preferences and feature access
  • User preferences
  • Usage metrics for your organization

Superadmins also see a dedicated Feature Flags section in Settings. Use this section to search grouped flags and toggle features on or off in one click.

01Organization preferences and feature access

Use organization settings to manage admin-level controls for your workspace.

If your organization is in trial mode, Canary shows a countdown banner in the app so you can see how much trial time remains. Open Settings to review your current plan status and trial state.

Organization trial countdown banner in the app

Admins can manage trial state from organization settings. Use the available controls to start a trial, extend an active trial, or clear trial status when you no longer need it.

Organization trial admin controls in Settings

Admins can also open Settings and select AI to control which models your organization uses. Use these settings to choose a preferred provider and assign model tiers for different kinds of AI work.

The preferred provider and model tiers work together:

SettingWhat it controls
Preferred providerSets the default AI provider your organization wants Canary to use when available.
Model tiersAssigns model levels for supported AI work so teams can balance capability, speed, and cost by use case.

When you configure both options, Canary uses your preferred provider as the primary source and applies the selected model tiers where tier-based model selection is supported.

Configure organization AI settings from Settings > AI:

  1. Open Settings.
  2. Select AI.
  3. Choose your Preferred provider.
  4. Review each model tier option and select the tier you want for your organization.
  5. Save your changes.

Use these controls when you want tighter organization-wide consistency for AI behavior, or when you need to guide teams toward faster or more capable model choices for different tasks.

AI settings with preferred provider and model tiers

If you are a Superadmin, open the admin settings area to access the token usage and cost dashboard. Use this dashboard to monitor AI usage and spending across your organization. For dashboard details, see /docs/reference/token-usage-and-cost-dashboard.

Token usage and cost dashboard entry in Settings

Superadmins also see Feature Flags in the admin settings area. Use Feature Flags to manage platform-level feature access with grouped flags, search, and one-click toggles.

Unlike regular organization settings, Feature Flags is reserved for Superadmins and focuses on enabling or disabling internal platform features instead of managing workspace preferences or usage.

Feature Flags section in Settings

If you are an organization admin, open Settings and select Usage to monitor organization-level activity. Use Usage to review workflow runs, steps executed, browser actions, cache hit rate, and usage trends over time. For page details, see /docs/reference/usage.

Admins also use Notifications in Settings to manage organization Slack alerts. Open Notifications to configure alerts for workflow test suites, QA runs, crawls, and release QA. Use the built-in test option to verify Slack delivery before you rely on alerts.

Notifications section in Settings sidebar

02Observability

Admins can open Settings and select Observability to manage organization-level trace-header behavior from the UI. Use these controls to decide whether Canary adds trace headers to API sequence requests, browser-issued requests, or both.

Trace headers help you correlate Canary activity with requests in your own observability tools and backend logs. Turn on only the traffic types you want to trace. You can enable each option independently.

SettingWhat it affects
API sequence trace headersAdds trace headers to requests sent during API sequence traffic.
Browser trace headersAdds trace headers to requests triggered by browser-issued traffic during workflow execution.

Before you enable Browser trace headers, confirm that your application allows the required tracing headers through CORS. If your CORS policy does not allow those headers, browser requests can fail.

Observability trace header settings in Settings

03Admin-only settings

Organization admins manage Usage, Notifications, Observability, AI, and trial controls in Settings. Use these sections to monitor activity, control alerts, configure trace-header behavior for organization traffic, control organization AI configuration, and manage trial access.

Superadmins also see admin-only areas such as Feature Flags and the token usage and cost dashboard.

04User settings

Use user settings to manage your own preferences and account experience.

Open Settings and select Notifications to manage your personal alerts. Use this area to choose whether you receive notifications by email or Slack, and test delivery before you depend on those notifications.

Notification controls now live in Notifications instead of being implied under other settings areas.

05Support and feedback

If you are a Superadmin, you can submit docs feedback directly from the documentation experience. Use this option to report a bug or request a feature without leaving the page.

When you submit feedback from docs, the report includes:

Included informationDescription
ScreenshotAn automatic screenshot of the current docs page for added context
Page contextThe docs page you are viewing when you submit the report
Your messageThe bug report or feature request details you enter

Only Superadmins can submit bug reports and feature requests from docs. If you do not see the feedback option, check your permissions with your organization administrator.