Settings

The Settings page is your central hub for managing your Keva workspace. Configure team access, billing, integrations, and AI behavior all in one place.

Overview

Keva Settings is organized into logical sections:

• Team Management - Invite members, manage access
• Roles & Permissions - Control who can do what
• Billing - Plans, usage, and invoices
• API Keys - Manage programmatic access
• Connectors - Platform integrations
• AI Configuration - Autonomy and trust controls

Accessing Settings

Navigate to Settings from the sidebar menu. Access requires the settings.view permission.

Settings Sections

Permission Requirements

Section	View Permission	Edit Permission
Team	team.view	team.invite, team.remove
Roles	team.view	team.edit_roles
Billing	billing.view	billing.manage
API Keys	api_keys.view	api_keys.create, api_keys.delete
Connectors	connectors.view	connectors.create, connectors.edit
AI Settings	settings.view	settings.edit

Quick Actions

Invite a Team Member

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Select a role
5. Click Send Invite

Create an API Key

1. Go to Settings > API Keys
2. Click Create Key
3. Enter a descriptive name
4. Copy the key immediately (shown only once)

Connect a Platform

1. Go to Settings > Connectors
2. Click Add Connector
3. Select the platform
4. Follow the authentication flow

Best Practices

Role Assignment

• Start with the least privilege needed
• Use the Viewer role for stakeholders who only need read access
• Reserve Owner and Admin for trusted personnel

API Key Security

• Create separate keys for different integrations
• Rotate keys regularly
• Delete unused keys promptly

Audit Trail

All settings changes are logged in the audit log for SOC 2 compliance. Review changes at Settings > Audit Log.