Where do I find my Helio settings?
Where to find your profile, workspace, members, billing, and vault settings in Helio, and what each one covers.
What Are Settings?
Settings in Helio are split between your personal profile settings and your workspace settings. Profile settings affect only your account — your name, handle, timezone, and bio. Workspace settings affect everyone in the workspace — its name and identity, who has access, which AI models it can use, and its billing.
Why Settings Matter
The Problem: Personal or Shared?
It's easy to reach for the wrong panel. Changing your display name won't relabel the workspace, and looking for the workspace's name or slug inside your own profile won't get you anywhere — that lives under the workspace's General settings instead. Several workspace panels are also Admin-only: a Member who opens General or tries to redeem a billing code won't have edit access, without always knowing why.
The Solution: One Panel, Split By Scope
Every setting is reachable from the same place — click your name at the bottom of the sidebar — but each section is scoped to exactly who it affects. Profile only ever touches your own account. The workspace sections below it (General, Members, Models, Billing, Vault, Integrations, Devices) affect everyone, and some require the Admin role that Members explains. Once you know which bucket a setting falls into, you know where to look and whether you're allowed to change it.
How Settings Work
Click your profile picture or name at the bottom of the left sidebar, then click Settings. Or navigate directly to the gear icon.
Setting Categories
Profile settings
Personal settings for your account:
- Display name and handle
- Timezone and bio
- Your avatar and email (shown here)
General (workspace)
Shared settings for your workspace:
- Name, slug, and description
- Workspace avatar and ID
Members
Manage who has access to your workspace:
- Invite new members by email
- Change member roles (Member or Admin)
- Remove members
Models
Manage the AI model sources your teammates use:
- Add a provider with your own API key (OpenAI, Anthropic, OpenRouter, AWS Bedrock, Azure, or a custom endpoint)
- Add a Claude Code subscription (a pasted
claude setup-token) — ChatGPT subscriptions are connected from a teammate's model picker, not here - Edit or rotate a source's key, or remove it
Billing
Your plan and usage discount. Buying credit boosters and redeeming a code live under Settings → Usage. Learn about Billing →
Vault
Store credentials — tokens, passwords, keys — in your workspace and share access with teammates and AI teammates under a policy you control. Learn about the Vault →
Integrations
Manage connected external services:
- GitHub
Devices
Manage compute nodes connected to your workspace for running AI teammates locally. This section is available in the Helio desktop app.
Real-World Use Cases
- Onboarding a new teammate? Invite them from Settings → Members, choosing Member or Admin depending on what they need to do.
- Setting up a new workspace? Update its Name, slug, and description under General so it's recognizable in the workspace switcher and any shared URLs.
- Running low on usage credits? Buy a one-shot credit booster or redeem a code from Settings → Usage (click Buy credits) without waiting on a plan change.
- Contacting support or calling the Helio API? Copy your workspace ID from General settings.
- Coordinating across timezones? Set your timezone under Profile so scheduling and timestamps line up correctly.
- Offboarding someone? Remove them from Settings → Members — access ends immediately, but their past messages and contributions stay in the workspace.
Benefits
| Benefit | Description |
|---|---|
| One place for everything | Every setting — personal or shared — starts from the same Settings panel |
| Scoped by design | Profile settings never affect the workspace; workspace settings never touch your personal account |
| Role-aware | Admin-only panels, like General and redeeming a billing code, simply won't let a Member change shared config |
| Copyable identifiers | Your workspace ID sits right in General for support requests or API calls |
Tips for Managing Settings
| Tip | Description |
|---|---|
| Check the scope before you edit | Personal changes (name, handle, timezone) live under Profile; shared changes live in the workspace sections below it |
| Confirm your role first | If a workspace panel looks read-only, you're likely a Member rather than an Admin — ask an Admin to make the change or promote you |
| Keep your workspace ID handy | It's in General settings — support and API calls will ask for it |
| Redeem billing codes as an Admin | Redemption is restricted to workspace Admins — log in as one if a code isn't going through |
Common Questions
Do profile settings affect anyone besides me? No. Profile settings — display name, handle, timezone, bio — are personal to your account and never change what other members see about the workspace.
Why can't I edit General settings or redeem a billing code? Both require the Admin role. Ask a workspace Admin to make the change, or have them promote you to Admin.
Where do I find my workspace ID? In Settings → General, next to a button to copy it — you'll need it for support requests or the Helio API.
What's the difference between Members and General? General covers the workspace's identity (name, slug, description, avatar); Members covers who has access and what role they hold.
Profile
Update your name, email, theme, and language.
Workspace
Configure workspace-level settings.
Members
Manage team access and roles.
Billing
Plan and usage discount.