Account settings overview

Where to find each setting in fynk, who can change it, and the difference between account settings and your personal profile.

Written By Sebastian

Last updated About 2 hours ago

fynk has two places for settings. Account settings apply to everyone in your company account. Your profile holds the settings that only affect you, such as your language, password and two-factor authentication.

Available on all plans · Account settings: Owner and Admin

Open the settings

Account settings: click on the cogwheel symbol next to your company name in the upper-left corner.
Your profile: click your name in the bottom-left corner, then Manage Profile.

General account settings.

What you'll find in account settings

Account settings are grouped into three sections, as in the menu on the left.

Manage account

Area	What you set there	Learn more
General	Account name, default account language and default signature type; turn on AES with national eIDs; hide the onboarding steps for all users; enforce two-factor authentication for everyone; request account deletion.
Users	Invite users, assign roles and remove users	Invite, manage and remove users
Teams	Create teams and control who sees which documents	Teams: control who sees which documents
My parties	Your own legal entities with legal name and address, used in documents	Set up your internal parties (My Parties)
Tags	Create and manage tags	Tags
Brand identity	Logo, colours and email signature	Brand identity and email texts
Subscription & billing	Plan, number of users, invoices and payment details	Manage your subscription, invoices and payment
AI credits usage	AI credits remaining, usage by action and by user, top-ups	AI credits: allowance, top-ups and usage

Document settings

Area	What you set there	Learn more
Document types	The document types in your account and which metadata belongs to each	Document types: set up and customise
Metadata	Your own, reference and system metadata fields	Metadata explained
Playbooks	Review rules for AI checks	Review contracts with playbooks
Tasks	Automatic tasks based on dates in your documents	Tasks: assign and automate follow-ups
Notifications	Default notifications: who gets them, when and how often	Notifications: who gets notified and how
Headers / footers	Reusable headers and footers for documents	Headers and footers
Exports	ZIP downloads of your exports (full archive or metadata only); links expire after 7 days	Export documents and metadata
Document workflow	Rules for new documents, such as a mandatory team or template	Document workflow settings

Integrations

Area	What you set there	Learn more
API integrations	API tokens, SSO (SAML), SCIM and the HubSpot, Salesforce and Pipedrive connections	Integrations overview
Webhooks	Webhook targets that send events to other systems	Webhooks
MCP	Turn on MCP and manage connected AI tools	Connect AI tools with MCP
Calendar links	Calendar feeds with your contract dates	Sync contract dates to your calendar

What you'll find in your profile

Your name, personal language and password
Two-factor authentication and active sessions
Your personal notification preferences
Your saved signatures and seals
Calendar feeds for your deadlines

Good to know

The account name doesn't appear in documents. The legal entities in your documents come from My Parties.
The default account language in General is preselected for every new template and document. For imported documents, the AI detects the document's language itself. AI summaries and metadata extraction use the account language.
If a document has no language set, emails to external users are sent in the default account language.
Only Owners and Admins can open account settings. Other roles only see their profile.
If you work in several company accounts, settings apply to the account you're currently in. Switch accounts in the upper-left corner.

Was this helpful?

Still need help? Ask the team