Settings

Customize your socra experience and manage account preferences.

socra settings are organized into two main categories: Account settings that apply to your personal profile across all spaces, and Space settings that are specific to each space you’re a member of.

Account Settings

Account settings affect your personal profile and preferences across all spaces.

Account (General)

Avatar:

• Upload and manage your profile picture

Personal Information:

• Name: Your display name visible to other users
• Username: Your unique identifier (@username)
• Email: Your account email address
• Birthday: Optional personal information
• Location: City/Country information
• Joined: Shows when you created your account (read-only)

Security:

• Password: Change your account password
• Delete Account: Permanently delete your account and all data

Preferences

Theme:

• Dark Mode: Dark interface theme
• Light Mode: Light interface theme
• Visual previews help you choose the right theme

Notifications

Email Preferences:

• Space Activity: Receive emails for activity related to you in your spaces
• Weekly Progress Updates: Receive emails detailing your weekly progress
• Onboarding: Content to help you get started with socra
• Trial: Updates during your free trial period
• socra Updates: Updates about new features and improvements
• Newsletter: Latest news and updates from socra
• Research and Feedback: Participate in research and provide feedback
• Unsubscribe from all emails: Opt out of all non-essential emails

Space Settings

Space settings are specific to each space and vary based on your role (guest, member, admin, owner).

General

Basic Information (Members, Admins, Owners only):

• Space Avatar: Upload and manage the space’s profile picture
• Space Name: The display name for the space
• Username: The space’s unique identifier (@spacename)

Danger Zone:

• Leave Space: Remove yourself from the space
• Delete Space: (Owners only) Permanently delete the space

Context

Journey Context:

• Manage context and background information for the space’s main journey
• Configure how the space’s AI assistant understands and works with your content

Members

People Management:

• Members: View and manage space members with full access
• Guests: View and manage users with limited access
• Invites: Manage pending invitations to the space
• Requests: Handle requests to join the space

Role Management:

• Promote or demote members between guest, member, admin roles
• Remove users from the space
• Send invitations to new collaborators

Billing (Admins and Owners of subscribed spaces only)

Subscription Details:

• View current plan and billing information
• See subscription status and next billing date
• Access billing history and invoices

Payment Management:

• Update payment methods
• Change billing intervals (monthly/yearly)
• Manage billing address

Plans

Plan Management:

• For Free Spaces: “Upgrade plan” - Choose and upgrade to a paid plan
• For Subscribed Spaces: “Explore plans” - View available plans and features
• Compare plan features and pricing
• Upgrade or downgrade subscription

Resources

About

Company Information:

• Links to company pages (About Us, Our Story, Our Team)
• Feature releases and updates
• Resources like guides, chat room, and pricing

System Information:

• App version
• API version
• User and space identifiers (for debugging)

Help

Support Resources:

• Help Center documentation
• Ask questions and get support
• View policies and legal information
• Access detailed documentation

Feedback:

• Give feedback on the platform
• Suggest new features
• Report bugs and issues
• Share ideas for improvements

Logout

• Sign out of your account safely

Access Control

Settings visibility and functionality depend on your role:

• Guests: Can only view General space settings
• Members: Can access General, Context, and Members settings
• Admins: Can access all settings including Billing (for subscribed spaces)
• Owners: Have full access to all settings including space deletion