Settings

Settings

Configure your Keva workspace, team, and AI behavior

The Settings page is your central hub for managing your Keva workspace. Review the Clerk roster, configure Keva roles and assignment behavior, and control AI behavior. Billing is not available in this release; no Settings > Billing section, card, or billing permission row is offered. Platform connections are managed on the top-level Integrations page.

Overview

Keva Settings is organized into logical sections:

  • Team Management - View the Clerk roster and manage ticket assignment
  • Roles & Permissions - Control who can do what
  • API Keys - Manage programmatic access
  • 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

SectionView PermissionEdit Permission
Team rosterteam.viewClerk membership lifecycle is external
Ticket assignmentteam.viewsettings.edit
Rolesteam.viewteam.edit_roles
API Keysapi_keys.viewapi_keys.create, api_keys.delete
Connector access (RBAC)connectors.viewconnectors.create, connectors.edit
AI Settingssettings.viewsettings.edit

Quick Actions

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 WordPress

  1. Go to the top-level Integrations page.
  2. In the WordPress connection, enter your site URL and follow the guided setup.
  3. Return to the WordPress connection section to confirm the site is connected.

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

Selected settings mutations have local audit custody. This is not proof that every settings change is logged or that SOC 2 readiness has been achieved. Review available events at Settings > Audit Log.