Account & settings overview

Your account settings page is where you manage your Quin profile, connect integrations, configure your assistants, and control all account preferences. Everything from your personal information to team management lives here.

How to access your account settings

1. Click your profile picture in the bottom-left corner of Quin or go to Account settings
2. You’ll be directed to My profile and see all account settings pages in the left-hand nav

Account settings sections

My profile

Update your personal information, name, email address, and profile photo. This information appears in your Daily brief and when you share content with others.

Integrations

Connect external tools and services to Quin. Learn more about integrations

Available integrations include:

• Calendar - Connect Google Calendar or Microsoft Outlook
• CRM - Sync with Salesforce, HubSpot, or other CRM platforms
• Communication tools - Link Slack, Microsoft Teams, or other platforms
• Email - Connect your email for the Email assistant

Guidelines

Create and manage guidelines that tell Quin how to process your meetings and emails. Guidelines are instructions like "Always draft a follow-up email" or "Highlight client concerns." Learn more about Guidelines

Email assistant

Configure how Quin processes your emails, sets up automated responses, and manages your inbox. Learn more about Email assistant

Meeting assistant

Control how Quin joins meetings, takes notes, and creates post-meeting content. Learn more about Meeting assistant

Daily brief

Customize your daily summary email including timing, content preferences, and what information appears. Learn more about Daily brief

Scheduled tasks

View and manage tasks that Quin has scheduled for you based on commitments and action items from your meetings and emails. Learn more about Scheduled tasks

Templates

Create and save templates for common outputs like follow-up emails, meeting recaps, and task formats. Templates help Quin produce consistent content that matches your style.

Billing & usage

View your current plan, payment method, billing history, and usage statistics. Upgrade or downgrade your plan and manage payment information. Learn more about billing & usage

Team members

Add team members to your Quin account, assign roles, and manage permissions. Control who has access to shared features and content. Learn more about team management

Troubleshooting

I can't access my account settings

• Make sure you're logged into Quin
• Click your profile picture in the bottom-left corner
• Try refreshing your browser

Changes aren't saving

• Check your internet connection
• Make sure you clicked any Save or Update buttons if required
• Try refreshing the page and making the change again
• Clear your browser cache and cookies

My team members can't access certain features

• Go to Team members and verify their role permissions
• Some features are only available to account owners or admins
• Check that they've accepted their invitation and completed setup