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Managing account settings

Edit your personal details and connect your favorite tools

Updated over a month ago

You can manage your account settings directly from Coffee.

To access your settings:

  1. Hover over your profile photo (top right)

  2. Click Settings

In the Settings page, you can:

Change your name

Update your display name to make sure your profile appears correctly across Coffee.


Edit reporting structure

Adjust who each user reports to. This will be used later for reporting on team activity.


Integrate Google Workspace

Connect your Google account to automatically sync your meetings, calendar, and emails.
πŸ‘‰ Learn more about how to Connect your Google account


Integrate Zoom

Enable the Zoom integration to record and transcribe your meetings automatically without requiring the host to add the bot to the meeting manually each time.
πŸ‘‰ Learn more about how to sync Zoom


Integrate Slack

Connect Slack to receive notifications and updates directly in your Slack workspace.
πŸ‘‰ Learn more about how to integrate Slack


βœ… Tip: Once integrations are connected, Coffee automatically syncs your data β€” no manual updates needed.

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