Settings & Preferences
The Settings area allows you to configure your personal preferences, profile, appearance, notifications, calendar integration, and workspace settings. Access settings by clicking the gear icon at the bottom of the left sidebar.
Accessing Settings
Settings are accessed through a dedicated interface with two main sections:
-
My Preferences & Settings - Personal user configuration
- Preferences (sub-sections: General, Profile, Appearance, Notifications, Schedule, Calendar)
-
Workspace Settings - Team and workspace configuration (visible to workspace admins)
- Members - View and manage workspace members
- Subscription & Billing - Manage workspace subscription
Navigation:
- Click the Settings icon (gear) at the bottom of the left sidebar
- Settings open in a dedicated view with a sidebar for navigation
- Each section has its own content area on the right
My Preferences & Settings
Personal configuration options accessed through Settings → Preferences. The Preferences section has six sub-sections accessible via a left sidebar.
General Settings
Configure your default workspace and localization preferences.
Default Workspace
Choose the workspace that Mosic opens automatically when you sign in. Select from the dropdown (which lists all your workspaces) or choose “No default (use last selected)” to resume where you left off.
Localization
Language:
- Dropdown selector with search functionality
- Available languages: English, Arabic, French, German
- Changes apply immediately (auto-save)
- Example: Select “English” for English interface
Timezone:
- Searchable dropdown with all world timezones
- Affects how dates and times display throughout Mosic
- Changes apply immediately (auto-save)
- Example: “Asia/Dubai”, “America/New_York”, “Europe/London”
How to configure:
- Navigate to Settings → Preferences → General
- Click on the Language or Timezone button
- Search and select your preference
- Changes save automatically - no save button needed
Profile Settings
Customize your profile information, images, and account security.
Profile Customization
Cover Image:
- Large banner image displayed at the top of profile settings
- Click on cover to upload or change
- Position the image by dragging while uploading
- Supported formats: PNG, JPG, JPEG
- Editable directly from the profile settings page
Profile Avatar:
- Circular profile picture/avatar
- Click on avatar to upload new image
- Appears next to your name throughout Mosic
- Supported formats: PNG, JPG, JPEG
- Auto-saves when uploaded
Profile Information Fields
| Field | Description | Editable |
|---|---|---|
| Full Name | Your display name shown across Mosic | Yes - click to edit, auto-saves on blur |
| Account email address | No - read-only field (grayed out) | |
| Bio | Personal description or about text | Yes - multi-line text area, auto-saves |
How to edit:
- Navigate to Settings → Preferences → Profile
- Click into the Full Name or Bio field
- Type your changes
- Click outside the field - changes save automatically
Change Password
Password Security:
- Two-step password change process
- Enter new password twice to confirm
- “Change Password” button appears when both fields match
- Loading indicator shows during password update
- Success toast notification when complete
- Password fields clear after successful change
How to change password:
- Navigate to Settings → Preferences → Profile
- Enter new password in “New Password” field
- Press Enter or Tab to reveal “Confirm Password” field
- Enter same password in “Confirm Password” field
- Click “Change Password” button when it appears
- Wait for success confirmation
Security notes:
- Passwords must match exactly
- Error message shows if passwords don’t match
- Regular password updates recommended for security
Appearance Settings
Customize the visual theme of your Mosic interface.
Theme Selection:
- Three theme options available:
- Light - Bright interface with light backgrounds
- Dark - Dark interface optimized for low-light environments
- System - Automatically matches your operating system theme preference
- Click any theme option to apply immediately
- Selected theme has blue border and ring highlight
- Theme preference stored in browser (persists across sessions)
- Changes apply instantly without page reload
How to change theme:
- Navigate to Settings → Preferences → Appearance
- Click on your preferred theme card (Light, Dark, or System)
- Theme applies immediately across all Mosic pages
Note: The System option will automatically switch between light and dark modes based on your operating system’s theme settings.
Notifications Settings
Control how and when Mosic notifies you. Notification preferences are per workspace — switch to a different workspace to configure it separately. Changes save automatically after a short delay.
Browser Notifications
A toggle at the top of the page enables or disables browser push notifications globally. When on, Mosic can deliver notifications even when the Mosic tab is in the background.
If your browser has blocked notifications, a warning appears with instructions to re-enable them from your browser’s address-bar site settings.
Browser notifications only appear when the Mosic tab is not active. If you are actively using Mosic, events appear as in-app toasts instead.
Pause Notifications
Temporarily silence all non-critical notifications for the current workspace.
- Select a duration from the dropdown:
- 30 minutes
- 1 hour
- 2 hours
- Until tomorrow
- Click Pause.
While paused, the section shows when notifications will resume (for example, “Resumes at 2:30 PM”). Click Resume to unpause immediately.
Critical events (mentions, assignments, SLA breaches) always bypass the pause.
Per-Event Notification Rules
Below the pause controls, events are grouped into five sections:
| Section | Examples |
|---|---|
| Project Management | Task assignments, status changes, comments, mentions, due dates |
| CRM | Lead assignments, deal stage changes, deal outcomes |
| Helpdesk | Ticket assignments, customer replies, SLA breaches |
| Communication | New messages, channel mentions |
| System | Notification preference suggestions |
Each event row has two controls:
- In-App — a toggle switch (on/off). Controls whether the event creates an in-app notification.
- Email — a dropdown with three options: Immediate, Digest, or Off.
Events marked Required display a locked badge and cannot be disabled. These include mentions, task assignments, and other critical events.
How to configure:
- Navigate to Settings → Preferences → Notifications.
- Find the section for the event type you want to change (for example, Project Management).
- Flip the In-App toggle or change the Email dropdown for that event.
- Changes save automatically — no save button needed.
Schedule Settings
Define your working hours and quiet hours to control when notifications are delivered.
Working Hours Schedule
The schedule editor lets you set weekly time slots for each day of the week. Each slot is marked as Working or Quiet. Non-working hours can optionally be treated as quiet hours to suppress notifications outside your schedule.
How to set up your schedule:
- Navigate to Settings → Preferences → Schedule
- If no schedule exists, click Add Working Hours to create your first slot
- Click the arrow next to a day to expand it
- For each day, click Add slot to create a time block
- Set the start and end times using the time pickers
- Choose Working or Quiet from the dropdown for each slot
- Changes save automatically
Schedule features:
- Slot types: Working (green) and Quiet (amber)
- “Treat non-working hours as quiet hours” toggle — when enabled, hours outside your defined slots automatically suppress email notifications
- “Apply to all” button — copy one day’s schedule to all other days
- Timezone display — your current timezone is shown at the top with a link to change it in General settings
- Seven-day view — Monday through Sunday, each day can have multiple slots
- Auto-save — all changes save automatically after a short delay
Empty state:
When no schedule is configured, you see a prompt to add working hours. Once you add your first slot, the weekly view appears.
Calendar Settings
Configure Google Calendar integration for workspace-level event synchronization.
Google Calendar Integration:
- Connect Google Calendar accounts to your workspace
- Two-way synchronization between Mosic events and Google Calendar
- Multiple account support per workspace
- Workspace-specific settings (each workspace has its own calendar connections)
Calendar Settings Features:
- Add Google Calendar accounts with custom names (e.g., “Work”, “Personal”)
- View list of connected accounts for current workspace
- Manage calendar account settings
- Connect button initiates Google OAuth flow
- Account-specific configuration
How to connect Google Calendar:
- Navigate to Settings → Preferences → Calendar
- Click “Add Account” button
- Enter an account name (e.g., “Work Calendar”)
- Click “Connect” button
- Complete Google authentication in popup window
- Grant Mosic access to your Google Calendar
- Select which calendars to sync
- Account appears in the accounts list
Account Management:
- View all connected Google accounts for current workspace
- See account sync status
- Manage account-specific preferences
- Disconnect or reconfigure accounts as needed
Important Notes:
- Calendar settings are workspace-specific
- Each workspace can have its own Google Calendar connections
- Events created in Mosic can sync to Google Calendar
- Events from Google Calendar can appear in Mosic
- Requires appropriate Google Calendar permissions
For detailed information on using calendar features and managing events, see Calendar & Events.
Workspace Settings
Workspace-level configuration and management features. These settings are visible only to workspace administrators and affect the entire workspace team.
Access Requirements:
- Must be a workspace administrator
- Settings apply to current workspace only
Members
View and manage workspace team members and their roles.
Members Page Features:
- List all members in the current workspace
- View member profiles and roles
- See member activity status
- Wall view display of team members
- Member permission management
- Add or remove workspace members
Access:
- Navigate to Settings → Members
- Requires admin permissions for current workspace
- Non-admin users redirected to their own profile
Member Information Displayed:
- Member name and avatar
- Role within workspace
- Contact information
- Activity status
- Permissions level
Subscription & Billing
Manage workspace subscription, payment information, and billing details.
Billing Management:
- View current subscription plan
- Manage payment methods
- Access billing history
- Update subscription details
- View plan features and limits
- Handle subscription changes
Access:
- Navigate to Settings → Subscription (
/Settings/Subscription) - Requires workspace administrator permissions
- Managed through Stripe integration
Important Notes:
- Subscription is workspace-specific
- Each workspace has separate billing
- Changes affect entire workspace team
- Contact administrators for billing issues
Workspace Settings
Configure workspace-level options such as name, icon, and other workspace properties. Navigate to /Settings/Workspace. Requires workspace administrator permissions.
Keyboard Shortcuts
View all available keyboard shortcuts for Mosic. Navigate to /Settings/KeyboardShortcuts. No administrator permissions required.
Best Practices
Profile Maintenance
-
Keep your profile current and professional:
- Update Full Name when it changes
- Use a clear, recognizable profile avatar
- Write a helpful Bio that explains your role or expertise
- Profile information helps team members identify and collaborate with you
-
Choose an effective profile picture:
- Upload a clear, high-quality image
- Use a professional or friendly photo
- Ensure your face is visible and recognizable
- Supported formats: PNG, JPG, JPEG
- Avatar appears throughout Mosic next to your contributions
-
Maintain account security:
- Change password periodically (every 3-6 months recommended)
- Use strong, unique passwords (mix of letters, numbers, symbols)
- Never share your password with anyone
- Use password confirmation process carefully
- Watch for success/error messages when changing password
Notification Configuration
-
Use Pause during focused work:
- Pause notifications for 30 minutes or 1 hour during deep work sessions.
- Mentions, assignments, and other critical events still come through.
-
Choose the right email mode per event:
- Set high-priority events (assignments, mentions, SLA breaches) to Immediate.
- Set lower-priority events (status changes, field updates) to Digest to reduce email volume.
- Set events you don’t need by email to Off.
-
Configure quiet hours via Schedule settings:
- Go to Settings → Preferences → Schedule and define your working-hours slots.
- Non-critical notifications are held during quiet slots and delivered when your next working period begins.
- Enable “Treat non-working hours as quiet hours” for automatic coverage.
-
Review preferences when joining a new workspace:
- Notification preferences are per workspace. Set them up when you join each workspace.
Localization Settings
-
Set correct timezone early:
- Configure timezone before creating events or tasks with due dates
- Ensures accurate meeting times across team members in different locations
- Affects how all dates and times display throughout Mosic
- Critical for teams working across time zones
- Changes apply immediately to all future date/time displays
-
Choose your preferred language:
- Select the language you’re most comfortable with
- Affects all UI text and labels throughout Mosic
- Consider your team’s primary language for consistency
- Changes apply immediately to interface
Calendar Integration
-
Plan your calendar integration:
- Decide which Google accounts to connect (work, personal, shared)
- Use descriptive account names for easy identification
- Consider workspace separation (different calendars per workspace)
- Connect accounts with appropriate permissions
-
Monitor calendar sync status:
- Check event sync status in event details
- Watch for sync errors or failures
- Use retry buttons when sync issues occur
- Verify events appear correctly in both Mosic and Google Calendar
- Re-authenticate if sync consistently fails
-
Organize calendar connections:
- Connect multiple Google accounts if you manage multiple calendars
- Name accounts clearly (e.g., “Work Calendar”, “Personal”, “Team Calendar”)
- Review connected accounts periodically
- Remove unused calendar connections to reduce clutter
Troubleshooting
Settings not saving
Problem: Changes to settings don’t seem to persist or take effect.
Solutions:
-
Check for success notifications:
- Most settings show toast notifications when saved
- Look for green success messages in top-right corner
- If no notification appears, setting may not have saved
-
Verify internet connection:
- Settings save to server, requiring active connection
- Check network status in browser
- Try reloading page to verify changes persisted
-
Check for error messages:
- Red error toasts indicate save failures
- Browser console may show API errors (F12 → Console)
- Note any error messages to report to support
-
Try refreshing and re-entering:
- Reload page to see if changes persisted
- If not saved, re-enter changes
- Watch carefully for success/error notifications
-
Clear browser cache if issues persist:
- Cached data may interfere with settings
- Hard refresh: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac)
- Try incognito/private browsing mode to test
Not receiving email notifications
Problem: Email notifications aren’t arriving despite being enabled.
Solutions:
-
Verify the event’s email channel is not Off:
- Go to Settings → Preferences → Notifications.
- Find the event type you expect and confirm the Email dropdown is set to Immediate or Digest, not Off.
-
Check email address:
- Go to Profile settings.
- Verify email address is correct (shown in the read-only Email field).
- Contact your administrator if the address needs updating.
-
Check if notifications are paused:
- Go to Settings → Preferences → Notifications.
- If notifications are paused, click Resume to unpause.
-
Review quiet hours:
- Go to Settings → Preferences → Schedule.
- Check whether your current time falls within a Quiet slot.
- Quiet slots hold non-critical notifications until your next working period begins.
-
Check spam/junk folders:
- Mosic emails may be filtered by your email provider.
- Search for emails from the Mosic domain.
- Mark as “Not Spam” and add to your safe senders list.
Browser notifications not working
Problem: Browser notifications don’t appear when expected.
Solutions:
-
Check the Browser Notifications toggle:
- Go to Settings → Preferences → Notifications.
- Confirm the Browser Notifications toggle is on.
-
If permission is denied:
- Click the lock/info icon in your browser’s address bar.
- Find “Notifications” in site permissions.
- Change from “Block” to “Allow”.
- Refresh Mosic.
-
Check In-App is enabled for the event:
- In Settings → Preferences → Notifications, find the event row.
- Confirm the In-App toggle is on. Browser push fires alongside in-app delivery.
-
Verify browser and OS notification settings:
- Browser settings → Privacy → Notifications: confirm the Mosic site is allowed.
- Windows: Settings → System → Notifications — ensure your browser is allowed.
- Mac: System Preferences → Notifications — ensure your browser is allowed.
- Check that “Do Not Disturb” / Focus mode is not active.
-
Test with a different browser:
- Try Chrome, Firefox, or Edge to rule out a browser-specific issue.
Wrong timezone displaying
Problem: Dates and times show in incorrect timezone.
Solutions:
-
Update timezone setting:
- Go to Settings → Preferences → General
- Click Timezone dropdown button
- Search for correct timezone (e.g., “America/New_York”)
- Select correct timezone from list
- Changes apply immediately (auto-save)
-
Verify timezone took effect:
- Create or view an event with known time
- Check if time displays correctly now
- Navigate to tasks with due dates
- Verify dates show in expected timezone
-
Check for browser timezone conflicts:
- Some features may use browser’s detected timezone
- Clear browser cache if issues persist
- Reload page to ensure fresh timezone data loaded
-
If times still wrong after setting:
- Note specific examples where timezone is wrong
- Check if issue is in event creation vs. viewing
- Report to support with screenshots if persistent
Can’t change password
Problem: Password change fails or doesn’t complete.
Solutions:
-
Verify password matching:
- Ensure “New Password” and “Confirm Password” fields match exactly
- Watch for “Passwords do not match” error below fields
- “Change Password” button only appears when passwords match
-
Check password requirements:
- Password must meet minimum length requirements
- Some systems require letters, numbers, special characters
- Try a strong password with mix of character types
- Error messages will indicate specific requirements
-
Complete both password fields:
- First field: Enter new password
- Second field: Re-enter same password
- Button won’t appear until both fields filled with matching values
-
Watch for error messages:
- Red error toasts indicate specific problems
- Password too short/simple
- Password previously used
- System-level restrictions
-
Wait for confirmation:
- “Change Password” button shows loading state
- Wait for green success toast notification
- Fields clear automatically on success
- If no success message, try again
-
For SSO-managed accounts:
- Password changes may be disabled
- Contact system administrator
- Use company’s SSO password reset process
- Mosic password field may not apply to SSO accounts
Google Calendar not syncing
Problem: Events aren’t syncing between Mosic and Google Calendar.
Solutions:
-
Check calendar account connection:
- Go to Settings → Preferences → Calendar
- Verify Google account is listed in connected accounts
- Look for any error messages or status indicators
- Try disconnecting and reconnecting account if issues persist
-
Verify sync status in event details:
- Open individual event in Mosic
- Look for sync status indicator
- “Retry” button appears if sync failed
- Click retry to attempt sync again
-
Re-authenticate with Google:
- Remove calendar account from Settings → Preferences → Calendar
- Add account again with same name
- Complete Google OAuth flow again
- Grant all requested calendar permissions
- Verify events begin syncing
-
Check Google Calendar permissions:
- Visit Google Account permissions page
- Verify Mosic has calendar access
- Revoke and re-grant if necessary
- Ensure “See, edit, share, and permanently delete calendars” is granted
-
Verify workspace calendar settings:
- Ensure calendar account is configured for current workspace
- Each workspace has separate calendar connections
- Check if correct workspace is selected
- Calendar settings are workspace-specific
-
Check for sync conflicts:
- Very large calendars may have sync delays
- Recurring events may have special sync requirements
- Note specific events that aren’t syncing
- Contact support with event details if persistent
Help and Documentation
Settings Sidebar Help Box:
Located at the bottom of the Settings sidebar, a blue information box provides quick access to help:
- Heading: “Need help with settings?”
- Message: “Check our documentation for detailed guides on configuring Mosic.”
- Button: “View Docs” - Links to
/docs - Always visible at bottom of settings navigation
- Quick reference when configuring settings
Related Documentation
- Authentication - Login, account access, and user management
- Calendar & Events - Creating and managing events, calendar views
- Communication - Channels, conversations, and messaging
- Notifications — Notification preferences and activity stream
- Spaces - Space settings and notification context
- Projects - Project management and notifications
- Lists - Task list settings and notifications
- Tasks - Task management and notifications
Workspace Module Settings
Workspace admins can configure module-specific settings through the Settings sidebar:
Communication Settings
- Channels (
/Settings/Communication/Channels) — Manage email channel configurations, IMAP connections, and pull schedules. - See Communication for channel setup details.
CRM Settings
- Pipelines (
/Settings/CRM/Pipelines) — Define deal stages and pipeline workflows for CRM.
Helpdesk Settings
- SLA Policies (
/Settings/Helpdesk/SLAPolicies) — Configure service level agreement targets and escalation rules. - Business Hours (
/Settings/Helpdesk/BusinessHours) — Define working hours for SLA calculations. - Holiday Lists (
/Settings/Helpdesk/HolidayLists) — Manage holidays excluded from SLA timers. - Ticket Types (
/Settings/Helpdesk/TicketTypes) — Categorize tickets by type for routing and reporting.
Portal Settings
- Portal (
/Settings/Portal) — Configure the customer-facing portal for external access.
Team Settings
- Teams (
/Settings/Teams) — Organize members into teams for assignment and reporting.
Frequently Asked Questions
Q: How do I completely turn off all notifications temporarily?
A: Go to Settings → Preferences → Notifications, find the Pause Notifications section, choose a duration, and click Pause. To stop all email for a specific event, set its Email dropdown to Off.
Q: What’s the difference between In-App and email notifications?
A: In-App notifications appear in the Notifications bell and list inside Mosic. Browser notifications appear as OS-level popups when the Mosic tab is in the background (controlled by the global Browser Notifications toggle). Email notifications are sent to your email address — set to Immediate, Digest, or Off per event type. You can configure each channel independently.
Q: What is the Daily Digest?
A: The daily digest consolidates notifications set to Digest mode into a single email delivered at 8:00 AM in your local timezone. Set individual event types to Digest in Settings → Preferences → Notifications to include them.
Q: How do I change my timezone?
A: Go to Settings → Preferences → General, click the Timezone dropdown button, search for your timezone (e.g., “America/New_York”), and select it. Changes apply automatically.
Q: Can I have different quiet hours for weekends vs weekdays?
A: Currently, quiet hours apply the same schedule every day of the week. The same start and end times apply to all days. You can toggle quiet hours on/off, but can’t set day-specific schedules.
Q: How do I sync Mosic with Google Calendar?
A: Go to Settings → Preferences → Calendar, click “Add Account”, enter a descriptive name, click “Connect”, and complete the Google authentication. Grant calendar permissions when prompted. Events will then sync between Mosic and Google Calendar.
Q: Can I preview my email digest before it sends?
A: Mosic does not currently provide a preview button for digest emails in the UI. To verify digest delivery, wait for the scheduled digest or trigger an event set to Digest mode and check your inbox at the next digest time (8:00 AM daily, or 8:00 AM Monday for weekly).
Q: What happens if I block browser notifications by accident?
A: You’ll need to unblock them through your browser settings. Click the lock/info icon in your browser’s address bar, find “Notifications” in site settings, and change from “Block” to “Allow”. Then refresh Mosic. The Settings page will show instructions if notifications are blocked.
Q: Why am I not receiving email notifications?
A: Check two things: (1) the event’s Email dropdown in Settings → Preferences → Notifications is set to Immediate or Digest (not Off), and (2) notifications are not currently paused. Also check whether your Schedule settings have quiet hours active for the current time.
Q: Can I test my notification settings before relying on them?
A: Yes. Create a test task or update an existing one to trigger an event you have configured. Watch for the in-app notification in the bell dropdown and check your email if that channel is enabled.
Q: How do I configure different notification settings for different workspaces?
A: Notification preferences are per workspace. Switch to the workspace you want to configure, then go to Settings → Preferences → Notifications and adjust the settings there. Calendar settings are also workspace-specific — each workspace has its own Google Calendar connections.
Q: Can I export my notification preferences or settings?
A: Settings export isn’t currently available through the UI. Your preferences are stored with your account and persist across sessions. Contact support if you need to backup or transfer settings.
Q: How do I delete my Mosic account?
A: Account deletion requires administrator action for security. Contact your workspace administrator or Mosic support to request account deletion. They can guide you through the process and data handling.