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AGENTS.md

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# AGENTS.md — Plane Documentation
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## Project overview
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This is the [Plane](https://plane.so) product documentation site, built with [VitePress v1.6.3](https://vitepress.dev/) and hosted at [docs.plane.so](https://docs.plane.so). All content lives in the `docs/` directory as Markdown files.
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## Stack
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| Tool | Version/Notes |
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| --------------- | --------------- |
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| Framework | VitePress 1.6.3 |
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| Package manager | pnpm 10 |
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| Node | >=24.0.0 |
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| Formatting | oxfmt |
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| Styling | Tailwind CSS v4 |
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## Common commands
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```bash
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pnpm dev # Start local dev server (http://localhost:5173)
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pnpm build # Build static output into docs/.vitepress/dist
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pnpm preview # Preview the production build locally
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pnpm fix:format # Auto-format all files with oxfmt
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pnpm check:format # Check formatting without writing
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```
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## Repo structure
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```text
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docs/ # All content and VitePress config
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.vitepress/
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config.ts # VitePress config — nav, sidebar, search, head tags
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theme/ # Custom theme overrides
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index.md # Home page (hero layout)
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introduction/ # Quickstart, tutorials, core-concepts overview
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core-concepts/ # Issues, projects, workspaces, pages, cycles, modules
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integrations/ # GitHub, GitLab, Slack, Sentry, draw.io
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importers/ # Jira, Asana, Linear, ClickUp, CSV, Notion
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authentication/ # SSO, group sync
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automations/ # Custom automations
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workflows-and-approvals/ # Workflows
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workspaces-and-users/ # Billing, seats, licenses, navigation
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ai/ # Plane AI features
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support/ # Keyboard shortcuts, get help
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templates/ # Page, project, work-item templates
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CONTRIBUTING.md
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README.md
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package.json
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```
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## Content conventions
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- All content files are Markdown (`.md`). Use GitHub-flavored Markdown.
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- Each file should have a front matter block at minimum with `title`:
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```yaml
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---
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title: Page Title
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description: One-sentence summary (used for SEO meta and og:description)
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---
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```
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- Page headings (`#`) must match the sidebar label defined in `docs/.vitepress/config.ts`. When renaming a page, update both the file heading and the sidebar entry.
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- Use relative links between docs (e.g., `[Cycles](/core-concepts/cycles)`). Do not use `.md` extensions in links.
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- Images are hosted externally at `https://media.docs.plane.so/`. Do not commit binary assets. Reference them directly in Markdown.
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- Use the `tabs` plugin (`vitepress-plugin-tabs`) for multi-tab code blocks where appropriate.
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## Navigation and sidebar
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The sidebar and top nav are configured entirely in `docs/.vitepress/config.ts`. When you add a new page:
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1. Create the `.md` file in the appropriate `docs/` subdirectory.
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2. Add an entry to the relevant sidebar section in `config.ts`.
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3. If it needs a top-nav link, add it to `themeConfig.nav`.
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## Formatting
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Run `pnpm fix:format` before committing. CI checks formatting via `pnpm check:format`. Never skip this step.
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## Branches and PRs
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- Default/main branch: `master`
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- Active development and review happens on the `preview` branch — open PRs targeting `preview`, not `master`.
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- Branch naming: use short descriptive slugs (e.g., `fix/csv-importer-typo`, `docs/add-milestones-page`).
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- Commit messages: `<type>: short description` — link to an issue where applicable (e.g., `docs: add recurring work items page (#412)`).
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## What NOT to do
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- Do not commit image or font binaries. Use the external CDN.
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- Do not modify `pnpm-lock.yaml` manually — let pnpm manage it.
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- Do not edit generated files in `docs/.vitepress/dist/`.
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- Do not add analytics keys, API keys, or secrets to any file. Use environment variables (`.env` locally, platform env vars in CI).
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- Do not rewrite VitePress config structure without understanding the existing sidebar/nav shape — the sidebar is hand-curated and order matters.

docs/.vitepress/config.ts

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text: "Work Item Types",
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link: "/core-concepts/issues/issue-types",
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},
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{ text: "Workflow States", link: "/core-concepts/issues/states" },
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{ text: "Work Item States", link: "/core-concepts/issues/states" },
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{ text: "Work Item Labels", link: "/core-concepts/issues/labels" },
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{
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text: "Work Item Templates",
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text: "Milestones",
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link: "/core-concepts/projects/milestones",
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},
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{
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text: "Releases",
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link: "/releases",
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},
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{ text: "Stickies", link: "/core-concepts/stickies" },
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],
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},
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text: "Work Item Filters",
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link: "/core-concepts/issues/visualise_filter",
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},
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{ text: "Plane Query Language", link: "/core-concepts/issues/plane-query-language" },
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{
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text: "Plane Query Language (PQL)",
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link: "/core-concepts/issues/plane-query-language",
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},
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{
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text: "Display options",
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link: "/core-concepts/issues/display-options",
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link: "/core-concepts/issues/time-tracking",
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},
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{ text: "Workflows and Approvals", link: "/workflows-and-approvals/workflows" },
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{ text: "Custom Relations", link: "/work-items/custom-relations" },
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{
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link: "/automations/custom-automations",
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{
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text: "Intake and customers",
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items: [
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{ text: "Overview", link: "/intake/overview" },
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{ text: "Intake Overview", link: "/intake/overview" },
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{ text: "Intake In-app", link: "/core-concepts/intake" },
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{ text: "Intake Forms", link: "/intake/intake-forms" },
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{ text: "Intake Email", link: "/intake/intake-email" },
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text: "Import and export",
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items: [
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{
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text: "Import",
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text: "Import data",
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link: "/importers/overview",
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collapsed: false,
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items: [
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{ text: "Notion", link: "/importers/notion" },
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{ text: "Export", link: "/core-concepts/export" },
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{ text: "Export data", link: "/core-concepts/export" },
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],
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},
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{

docs/ai/pi-chat.md

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description: Plane AI is your intelligent assistant for finding project data, analyzing work items, and managing tasks using natural language.
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---
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# AI-powered assistant for Plane <Badge type="info" text="Pro" />
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# Plane AI <Badge type="info" text="Pro" />
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Plane AI is an AI assistant that helps you interact with your Plane workspace using natural language. Instead of navigating through menus and filters, you can simply ask Plane AI questions about your projects, work items, and documentation in plain English.
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docs/ai/plane-ai-credits.md

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description: Learn how Plane AI's credit system works, why different tasks consume different amounts, and how workspace pooling helps teams manage AI usage efficiently.
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---
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# How Plane AI credits work
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# Plane AI credits
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Plane AI uses credits as a universal measure of AI processing. This system ensures fair usage while giving teams predictable costs and transparent billing.
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docs/authentication/group-sync.md

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description: Automatically provision project memberships based on identity provider groups.
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---
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# Manage project access with IdP groups <Badge type="warning" text="Enterprise Grid" />
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# IdP Group Sync <Badge type="warning" text="Enterprise Grid" />
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:::info
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Group syncing is currently available on the self-hosted Commercial Edition and supports OIDC only. SAML and LDAP support is coming soon.

docs/automations/custom-automations.md

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description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update work item properties, assign team members, and manage priorities when specific conditions are met.
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---
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# Automate your project workflow <Badge type="tip" text="Business" />
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# Automations <Badge type="tip" text="Business" />
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Automations let you streamline your project management workflow by automatically performing actions based on specific triggers and conditions. This powerful feature eliminates repetitive manual tasks, ensures consistency in your processes, and helps your team maintain focus on high-value work by letting the system handle routine operations.
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docs/communication-and-collaboration/comments-and-activity.md

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description: Add comments, mention team members, and track activity on work items
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# Work item comments
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# Work Item Comments
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Use comments to discuss work items, ask questions, provide updates, and collaborate with your team. Every work item includes a comment section and activity log.
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docs/communication-and-collaboration/project-updates.md

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description: Share project status and track progress over time
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# Share project status with Project Updates <Badge type="info" text="Pro" />
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# Project Updates <Badge type="info" text="Pro" />
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Project updates provide a way to share project status and create a timeline of project progress. Use updates to communicate where your project stands, highlight blockers, and keep stakeholders informed without requiring meetings or status check-ins.
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docs/core-concepts/account/overview.md

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description: Customize your Home page with quick links, recent activity, and sticky notes to create a personalized dashboard for improved productivity.
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# Personalize your homepage
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# Personalize homepage
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The Home page serves as your personalized page, giving you quick access to essential tools, recent activity, and key features to enhance productivity. Here's everything you need to know about setting up and using the Home page efficiently.
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docs/core-concepts/account/settings.md

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description: Reference for personal account settings including profile, preferences, notifications, security, and activity.
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# Customize your account and preferences
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# Account settings
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Account settings control your personal profile, interface preferences, notification preferences, security options, and activity history. These settings apply across all workspaces you belong to.
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