> ## Documentation Index > Fetch the complete documentation index at: https://support.affinity.co/llms.txt > Use this file to discover all available pages before exploring further. # Navigating Your Settings In Affinity > Navigating Your Settings In Affinity **Concept** — background and overview. **Last Updated:** November 21, 2025 To sync additional email accounts, change the preferences of your personal privacy settings, or add team members to your Affinity subscription, scroll down to the relevant section to learn more: | [**Personal Settings**](/s/article/Navigating-your-settings-in-Affinity#h_01FNVZEWQPZGQZQ8TF7BQZHN4E) | [**General Settings**](/s/article/Navigating-your-settings-in-Affinity#h_01FNW3WYFF50DEEMAM1SM1XZVK) | [**Automations & AI**](/s/article/Navigating-your-settings-in-Affinity#h_01FNW3WYFF50DEEMAM1SM1XZVK) | [**Data & Privacy**](/s/article/Navigating-your-settings-in-Affinity#h_01FNW3Y02203GCDSF2D7XP6D84) | [**Billing**](/s/article/Navigating-your-settings-in-Affinity#h_01FNW3YC41RFD6G2S3BKR30YFX) | | ----------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | | Email Accounts | Users and Permissions | Automations | Privacy | Billing Settings (Admins only) | | Email Signatures | Collaborators | Notetaker | Manage Imports | | | Email Templates | Profile Field Customization | | Export Data (Enterprise Admins only) | | | Note Templates | Default Fields | | Duplicate Management (Admins only) | | | Notetaker | Integrations | | Manage Apps | | | Notifications | | | Technical Contacts | | | Date and Time | | | | | Quickly access your **Settings** on the left-side of your screen. *** ## Personal Settings ### Email Accounts View which of your personal/work email accounts are connected and syncing into Affinity, including which lists you have approved for automatic file uploads. * You can sync as many additional Gmail/Microsoft accounts as you'd like. You can also remove them and their synced data later on (see [How to add or remove your synced email accounts from Affinity](/s/article/How-to-add-or-remove-your-synced-email-accounts-from-Affinity)). * If an email account stops syncing, you can reenable sync by signing out and signing back in with that email account (see [How to reenable syncing into Affinity](/s/article/How-to-reenable-syncing-into-Affinity)). * For certain lists that you've approved of, all files attached to email interactions with the people within those lists will get auto-uploaded to their respective profile pages for you/your team members to easily access (see the section titled "How to auto-upload files" in the article [How to upload, download, and remove files in Affinity](/s/article/How-to-upload-download-and-remove-files-in-Affinity)). ### Email Signatures Customize your email signature so that it gets applied every time you send an email to others through Affinity (see [How to set up your email signature in Affinity](/s/article/How-to-set-up-your-email-signature-in-Affinity)). ### Email Templates Accelerate and simplify your outreach processes by creating and using email templates within Affinity (see [How to create/use Email Templates within Affinity](/s/article/How-to-create-use-Email-Templates-within-Affinity)). ### Note Templates Save time by ensuring you don't have to use external templates from other tools before one of your meetings and cover all your agenda items (see [How to create/use Note Templates within Affinity](/s/article/How-to-create-use-Note-Templates-within-Affinity)). ### Notetaker Affinity Notetaker is your AI-driven meeting companion that joins your virtual meetings to take notes, produce transcripts, and add them automatically to your synced meetings in Affinity (see [How to set up and use Affinity Notetaker](/s/article/How-to-set-up-and-use-Affinity-Notetaker)). ### Notifications You can set the frequency in which you'd like to receive email notifications for **Unanswered Emails**, **Reminders**, **Added as owner**, **Note Mentions**, and **List Sharing** (see [How to set up email and web app notifications for Affinity](/s/article/How-to-set-up-email-and-web-app-notifications-for-Affinity)). ### Date and Time In the "Date and time" tab, you will be able to select the "Time Zone," "Time Format," and "Date Format" to your liking ([How to change your date and time preferences](/s/article/How-to-change-your-date-and-time-preferences)). *** ## General Settings ### Users and Permissions View all team members who also have access to your team's Affinity account. * You can invite additional team members to the team Affinity account (see [How to add new users to your Affinity account](/s/article/Admin)). Please note that this will incur additional costs to your Affinity subscription. * You can also deactivate team members who are no longer using Affinity and reactivate them later on (see [How to deactivate, reactivate, or remove users from your Affinity account](/s/article/How-to-deactivate-reactivate-or-remove-users-from-your-Affinity-account)). Since deactivating users will keep the email/calendar data they have been syncing until their time of deactivation, send an email to [support@affinity.co](mailto:support@affinity.co) if you'd like to remove their email/calendar data as well. ### Collaborators Invite board members, advisors, limited partners, founders, and other trusted individuals outside of your company to have read-only access to specified Affinity list views and stay updated on your firm's activities (see [How to invite/manage Collaborators in Affinity](/s/article/How-to-invite-manage-Collaborators-in-Affinity)). ### Profile Field Customization When viewing a contact's profile page, there is a **Details** section that shows you different fields for different lists. * From here, you can view the layout of the enriched fields and global fields that show up in the **General** tab. For list-specific fields, they will show up under the **Opportunities** and **Lists** tabs (see [Enriched, Global, and List-specific Fields](/s/article/Enriched-Global-and-List-specific-Fields)). * To customize the layout of these views in the **Details** section, see [How to customize Profile Fields](/s/article/How-to-customize-profile-fields). ### Default Fields Default fields are the fields that you can include when you/your team members create a new person, organization, or opportunity contact. * You can choose the global fields found under **General Fields** and the list-specific fields under **Opportunities**, **Organizations**, and **People**. * To customize these default creation fields, and determine which will be required fields, see [How to customize Default Fields](/s/article/How-to-customize-Default-Fields). ### Integrations Integrate Affinity with the services you know and love (see [Getting started with native integrations in Affinity](/s/article/Integrations)). *** ## Automations & AI ### Automations Expedite your workflows and minimize manual data entry with the new Automation Builder in Affinity (see [Getting started with automations in Affinity](/s/article/Admin)). ### Notetaker Use Affinity Notetaker, your AI-driven meeting companion, to auto-transcribe virtual meetings, auto-generate meeting summary notes, and auto-add them to the Affinity CRM (see [How to set up and use Affinity Notetaker](/s/article/How-to-set-up-and-use-Affinity-Notetaker)). *** ## Data & Privacy ### Privacy Determine how much of your email/calendar data you'd like to hide/share to your team members (i.e. internal contacts) regarding your email/calendar interactions with external contacts (see [Internal vs. External Contacts](/s/article/Internal-vs-External-Contacts)). * You can choose to hide or show email/calendar bodies, hide or show email subjects/calendar titles, and hide all interactions for a particular contact (see [Setting up your privacy preferences in Affinity](/s/article/Setting-up-your-privacy-preferences-in-Affinity)). * If your team is on the **Enterprise** tier, only the **Enterprise Admin** will be able to set your privacy preferences if **Synced Emails & Meetings** are set to be shared only amongst **Teams**. If **Synced Emails & Meetings** are set to be shared with **Everyone**, then users themselves will be able to set up their own privacy preferences (see [Enterprise Permissions (Enterprise only)](/s/article/Enterprise-permissions-enterprise-only)). * Hide all interactions between you/your team members and a particular person by blocklisting them (see the section titled "How to blocklist people" in the article [Setting up your privacy preferences in Affinity](/s/article/Setting-up-your-privacy-preferences-in-Affinity)). ### Manage Imports View all the imports you have conducted (i.e. which list you imported into, the original CSV file you imported, the date/time of your import, the number of additional rows/entries added to the list, and CSV files that explain the rows that were skipped or the individual cells that were skipped). To learn more, see [Viewing your data import history](/s/article/Viewing-your-data-import-history). ### Export Data (Enterprise Admins only) Only **Enterprise Admins** on the **Enterprise** tier will be able to access this tab where they can [export all lists](/s/article/How-to-export-data-from-your-Affinity-lists) that they have access to, as well as [export all notes](/s/article/How-to-export-notes-from-Affinity) made on all people, organizations, and opportunities. ### Duplicate Management (Admins only) View all potential duplicates found in your All People and All Organizations directories. Quickly merge them if they are indeed duplicates (see [How to merge duplicates](/s/article/How-to-merge-duplicates)). ### Manage Apps View, create, and manage all API keys and integrations in your Affinity instance. Admins with "Manage All API Keys" permission can audit all keys across the organization and revoke unauthorized access. Standard users with "Generate API Key" permission can create and manage their own keys. Create API keys with descriptive names and detailed descriptions to maintain security, enable knowledge transfer, and support compliance auditing. **Key capabilities:** * Create API keys with custom names and descriptions * View all API keys in your instance (admins) or your own keys (standard users) * Monitor API usage metrics and monthly limits * Edit key documentation (names and descriptions) * Revoke keys that are no longer needed or pose security risks * Audit historical revoked keys for compliance **For detailed instructions:** * [How to Create and Manage API Keys](/s/article/How-to-create-and-manage-API-keys) - Complete lifecycle management guide * [How to Audit API Keys in Your Instance](/s/article/How-to-audit-API-keys-in-your-instance) - Security audit workflow * [Manage Apps Reference](/s/article/Manage-apps-reference) - Comprehensive feature documentation **Note:** API keys from deactivated users are automatically revoked for security. Professional Services integrations may use Affinity Help keys visible in Manage Apps. ### Technical Contacts Designate technical or IT team members as points of contact when working with Affinity Support on API integrations, technical issues, or advanced troubleshooting. *** ## Billing ### Billing Settings (Admins only) In the **Billing Settings** tab, make payments for unpaid seats and view your account's billing history (see [Getting started with billing in Affinity](/s/article/Admin)).