Settings has seven tabs along the top: Account, Connections, Notifications, Memory, Privacy and data, Billing and usage, and Help and support. If you pay for a team seat package, an eighth tab, People, appears between Privacy and data and Billing and usage; only the person who pays sees it (see Team seats on the Credits and billing page). Open Settings from the account menu in the header (your photo, at the top right); that menu also has shortcuts to Connections and Billing and usage, a switch between light and dark, Help and Log out. Links to a specific tab, such as Settings, then Connections, always open the page they name, including links from older emails.
Account
Account covers your photo, your name, the name you want Binee to call you, your email (a change is confirmed by a link sent to the new address) and your work.
Your work: what best describes your work, and your personal preferences, for example "I prefer bullet-point summaries". The Assistant reads both in every conversation, on the web and in Slack; Binee uses up to the first 500 characters of each, and it only ever reads your own. The name you want Binee to call you is read the same way (up to 100 characters), so the Assistant addresses you by it, for example Sam instead of Samantha. Example: tell Binee you want summaries as bullet points, and the Assistant's answers about your tasks and emails follow.
Your working day: your time zone, the days you work and your usual working hours (from and to). They are saved to your account. They decide when Slack messages about your Inbox may arrive, if you turn those on in Notifications; nothing else is muted. Until you choose, Binee assumes 9:00 to 17:00, Monday to Friday, says so on the page, and does not save anything until you change a value. If you never chose a time zone, Binee fills it in once from your browser; after that only you change it, so opening Binee on a laptop set to another zone never moves it. Changes save a moment after you make them and confirm with a short message.
How Binee looks: Light, Dark, or Match computer, which follows your computer's setting.
Sign-in and security
Below your details, Sign-in and security is where you manage how you get into Binee.
Password: press Change password, type your current password and the new one twice (at least 8 characters). Binee checks your current password before changing anything, and you stay signed in on this device. If you sign in with Google or Microsoft and never set a password, use Forgot password on the sign-in page to create one. Google and Microsoft sign-in, when linked to your account, are shown on this page; linking or unlinking them here is not available.
Where you're signed in: shows this device. Binee cannot list your other devices. Sign out everywhere else ends every other session: those devices are signed out the next time they open Binee, and you stay signed in here. Sign out everywhere ends every session, this one included, and takes you to the sign-in page.
What do you want Binee to help with? is asked once, in Step 1 of setup, and is not a setting you can change later. It decided which cards Home started with (together with the tool you connected in setup) and which examples led for you; every example stays available on the Examples of what to do with Binee page, you can rearrange Home whenever you like, and nothing in Binee depends on the answer. Your work role is a setup answer you can change: it is the same field as What best describes your work? The other thing setup asks about how you work, How do you work? Anything Binee should keep in mind?, is saved as your first memory. Like any other memory it can be edited or removed under Settings, then Memory. Example: someone who chose deadlines sees the deadline-led examples first, but can still ask which clients have an unanswered email and an overdue task whenever they like.
Connections
Connect, manage and disconnect your tools here, and choose which of them feed Home, Inbox and All Work. See the Connections page. The page opens with a line saying that Binee reads each tool through your own account, with an example: with your mail and your task tool connected, the Binee Assistant can tell you which clients have an unanswered email and an overdue task. Each tool's card says what the connection gives you, either Home, Inbox, All Work and the Binee Assistant, or the Binee Assistant only. A Slack card at the top is where you connect your own Slack account (and add Binee to your Slack workspace if nobody has yet), or manage it once it is connected; see the Slack page.
Notifications
Notifications is about email and one optional Slack setting. Your Inbox always brings together new and updated work from your connected tools, and that cannot be turned off; Binee does not email you what is waiting there. Under Slack, Send my Inbox to Slack is off until you turn it on; it sends you a Slack message when new work lands in your Inbox, during your working hours, with buttons to open, mark read or resolve it and a thread to work on it with Binee. It needs your own Slack account connected in Settings, then Connections. If it pauses, a notice here and at the top of the Inbox says why and what to do. The Slack page explains it in full. Under Emails from Binee you choose three things: an email when a tool disconnects (so you know a connection needs your attention), an email when your credits are close to running out, and product updates and tips (occasional news about new features, with its own unsubscribe link in every email). Product updates and tips is on by default for a new account, and creating an account says so next to the Terms of Service notice, on the sign-up and sign-in pages; an account that already existed keeps the choice it had. Turn it off here at any time, or press the unsubscribe link in any of those emails, which switches this same setting off. Example: if you stop getting product tips, open this page and the switch shows Off, because the unsubscribe link and the switch are the same setting. The other two switches are on by default too. A fourth row, Always sent, reminds you that security and sign-in emails, billing receipts and payment problems are always sent. Each switch saves the moment you flip it, and if a save fails the switch goes back and says so.
Memory, Privacy and data, Billing and usage
These have their own pages in this guide: Memory, Privacy controls and Credits and billing.
Team seats and invitations
If someone invited you to a team seat, a line at the top of the app says who invited you and to which seat, with Accept and No thanks. The email link opens a page where you sign in or create an account with the invited address and press Accept. The page names who invited you by their name (or just "a team"), and the sign-in and sign-up links never carry your email address, so you type it yourself. Accepting is always your own choice. If you already pay for a plan of your own, the line and the page say before you accept that your plan ends on its renewal date and your seat takes over that day, and accepting sets that up. Under Settings, then Billing and usage you can see your seat; the person who pays manages it, and if you choose a plan of your own the seat waits behind it. If you pay for seats yourself, buy them under For teams in the Choose a plan window and manage the people under Settings, then People. See the Credits and billing page for what a seat is and what the person who pays can and cannot see.
When your trial or plan has ended
A banner at the top of the app shows where your account stands: the days left in your free trial and the date it ends, or, once access has ended, the ended state in its own words with the date. After a trial it says "Your trial ended on <date>. Choose a plan to pick up where you left off." After a paid plan it says "Your plan ended on <date>. Reactivate to pick up where you left off." After a team seat it names the team and the date, for example "Your seat on Dana's team ended on <date>. Your account and data are still here. Choose a plan to keep going." The banner also shows "Data as of <date>", the date access ended, for the screens you are looking at, and, when Binee has recorded a deletion date, the date your data will be deleted.
While access has ended your screens are read only: Home, Inbox, All Work and your saved items stay readable, but the Binee Assistant and background updates are paused and you cannot add or change cards, saved views, memories or source actions, or connect a tool. Settings, Billing and usage, disconnecting a tool and deleting your account keep working, and choosing a plan or reactivating puts everything back exactly as you left it. You fix it yourself, by choosing a plan or reactivating under Settings, then Billing and usage. If your access ended because a seat on someone's team ended, choose a plan yourself or ask the person who pays for the team to add you again. See the Credits and billing page for what is kept and for how long.
Deleting your account forfeits any unused trial credits, and signing up again does not restart the trial.
Help and support
Help and support has three jobs. The Help Center card opens the public Help Center (the same articles Binee's support answers from) in a new tab. The Tours card replays any of Binee's eleven tours: The top bar, Home, Home cards, The card library, Configure card, Inbox, Opening an item, All Work, The New menu, The Binee Assistant or Connections and work rules. Opening an item plays on the Inbox and needs an item open beside the list, which a computer does by itself and a phone does not. The card library, Configure card, The New menu and The Binee Assistant play inside their window or panel, so choosing one takes you to Home or All Work and opens it for you (The Binee Assistant opens its panel on Home); Configure card opens on the first card you can see on your Home. If your Home loaded with no card to configure it says to add one first, if your Home could not be read it says so, and if your account is read-only it says that instead; the same goes for the card library (read-only accounts cannot add cards) and for The New menu when New is unavailable or its tools could not be loaded. Choosing any tour starts it from the first step; nothing is saved until you finish or skip it, and replaying a tour you have already seen saves nothing at all. Example: you skipped Inbox's tour on your first visit, so you choose Inbox under Tours, land on Inbox and the tour starts. Below those are a searchable list of common questions and Contact us, where four cards each have one purpose: Ask a question, Report a problem, Suggest an idea and Request a tool. To reach the team, press one of them, describe what happened and what you expected instead, and press Send (the topic menu lets you switch between Question, Problem, Idea and New tool). Replies go to your account email. The Request a tool button on Connections opens the same form on the New tool topic.