Settings

Workspace Settings

Configure your workspace, manage team access, and control your billing and plan. Settings are organized into team management, billing (owner only), and general workspace configuration.

For webhook event details, see Email Events | Billing Events

Team roles at a glance

Synapse has six roles with progressively narrower permissions. Every workspace has exactly one owner (database-enforced).

Role	Can do	Cannot do
Owner	Everything	-
Admin	All CRM + user management	Billing, workspace deletion
Developer	Flows, templates, segments, contacts, dev tools	User management, billing, settings
Marketing	Flows, templates, segments, analytics	Contacts write, user management, settings
Operations	Contacts (read), email logs, analytics	Create/edit flows, templates, segments
Viewer	Analytics (read-only)	Everything else

Test and Live environments

Your workspace operates in two fully isolated environments. All resources — contacts, events, templates, flows, segments, views, and reports — are separate per environment. Use the environment toggle in the dashboard header to switch between test and live.

To move resources from test to live, use the Clone to Live button available on templates, flows, segments, views, and report pages. See the Getting Started guide for the recommended workflow.

API keys

Create API keys in Settings → API Keys. Each key has an environment (test or live) and a scope that controls what endpoints it can access. Test keys create test contacts and trigger test flows; live keys create live contacts and trigger live flows.

Security: API keys are shown only once when created. Synapse stores only a bcrypt hash. If you lose a key, revoke it and create a new one.

Billing and plans

Billing is managed by Lemon Squeezy (the merchant of record). Only the workspace owner can access billing settings, upgrade plans, or manage payment methods.

View your current plan, usage, and limits in Settings → Billing. To upgrade, click "Upgrade" to be redirected to a secure checkout page. After payment, your plan updates automatically within seconds via webhook.

Detailed guides

Team Roles & Permissions

Understand the 6 roles and what each can access

Billing & Plans

Plan comparison, limits, and how to upgrade

Workspace Settings

Company info, timezone, and default sender configuration

API Keys

Create, scope, and revoke API keys for your integrations

Sender Domains

Add and verify custom sender domains with DNS records

Email Logs

View delivery status, opens, clicks, and bounces for every email sent

Profile

Update your display name, avatar, and notification preferences