ani Settings Guide | Manage Team, Permissions & Billing

Settings in Vani

Settings in Vani act as the control center for managing your team, permissions, integrations, and account-level configurations. From inviting users and defining access rules to monitoring activity and managing billing, all administrative controls are available in one place.

By configuring these settings correctly, you can ensure your team collaborates efficiently while maintaining control over access, security, and data usage.

Access Settings  

You can access Settings from anywhere in Vani:

  1. Click your profile icon in the top-right corner.

  2. Select Settings.

This opens the Settings panel, where all team-level configurations are organized into dedicated sections.



Settings sections  

The Settings panel is divided into multiple sections. Each section controls a specific aspect of your team and workspace.

Team settings  

Team settings are where you manage users, roles, and access policies for your team.

Within this section, you’ll find three tabs: Users, Requests, and Policy.


Users  

The Users tab allows you to view and manage everyone in your team.

You can:

  • See all active and inactive users

  • Invite new users to the team

  • Assign or update roles such as Admin or Member

  • Activate or deactivate users

  • Search and filter users

This is the primary place to manage team membership and ensure the right people have the right level of access.

Requests  

The Requests tab shows users who have requested to join your team.

You can:

  • Review incoming join requests

  • Accept or reject requests

  • Control who becomes part of your team

This is useful when you allow open or link-based join requests.



Policy  

The Policy tab allows you to define how your team can access and share content.

You can configure:

  • Whether people can request to join the team

  • Whether your team can use Vani AI

  • Whether internal users can download content from Spaces

  • Whether Spaces can be shared outside your team

  • Whether external users can download shared content

These settings directly impact both internal collaboration and external sharing, making them critical for security and control.


To learn more, see:
  • Understanding team roles and permissions in Vani

  • Managing guest users and external access in Vani

Integrations  

The Integrations section controls how Vani connects with external tools and platforms.

You can:

  • Enable or disable access to external AI platforms or GPT-based tools

  • Allow your team to integrate Vani with trusted external applications

This ensures that your team can extend workflows using external tools while maintaining control over how data is accessed and shared.

Audit logs  

Audit logs provide a detailed history of actions performed within your team.

You can:

  • Track activities such as user invites, role changes, and sharing actions

  • View changes related to external access and permissions

  • Filter logs by user, date range, or action type

Audit logs are useful for maintaining transparency, troubleshooting issues, and ensuring accountability across your team.

Plan & billing  

The Plan & billing section allows you to manage your subscription and usage.

You can:

  • View your current plan and pricing

  • Check how many licenses are purchased and currently in use

  • Upgrade your plan or buy additional licenses

  • Review billing cycle details and upcoming payments

This section helps you manage costs and ensure your team has the required access as it grows.


API key  

The API Key section allows you to generate and manage API access for your team.

You can:

  • Generate a secure API key to access Vani programmatically

  • Enable or disable API access

  • Use the API key for integrations, automation, or custom workflows

This is especially useful for teams building advanced integrations or connecting Vani with other systems.

How settings work together  

Each settings section controls a different layer of your workspace, but they are interconnected.

  • Team settings define who has access and what they can do

  • Policy settings control how content is shared internally and externally

  • Integrations determine how Vani connects with external tools

  • Audit logs provide visibility into team activity

  • Plan & billing manage usage and subscription

  • API keys enable automation and external access

Together, these settings help you balance collaboration, control, and scalability.

Important notes  

  • Only Admins and Super Admins can access and modify most settings

  • Billing-related actions are restricted to the Super Admin

  • Some features, such as audit logs, may only be available on paid plans

  • External sharing and guest access depend on your configured policy settings


    • Related Articles

    • Troubleshoot and manage Vani MCP

      Claude says it cannot reach the MCP server Check that you entered the correct Vani MCP server URL and that it ends with /mcp. Example: https://app.vanihq.com/mcp. Do not use a private, local, staging, or VPN-only URL unless Vani support has asked you ...
    • Use Vani MCP in Claude

      Get started After setup, enable the Vani connector in a Claude conversation, then ask Claude for help with Vani work. Example prompts: Find Vani Spaces about Q4 launch planning and summarize what each Space contains. Search my team for comments ...
    • Set up Vani MCP in Claude

      Before you begin You need: A Vani account. Access to the Vani team, Space, or Zone you want the AI assistant to work with. A Claude plan that supports connectors. The Vani MCP server URL for your Vani data center (see below). Vani MCP server URLs Use ...
    • Frequently asked questions

      Does Claude get my Vani password? No, sign-in happens through Vani and Zoho Accounts using OAuth. Claude receives permission to call Vani MCP tools after you approve access, but it does not receive your password. Can a connected AI assistant see all ...
    • Vani Glossary

      A AI (Vani AI): Built‑in AI capabilities in Vani that help teams generate flowcharts, mind maps, and text content from simple prompts. Teams can also use it to summarize content inside a Zone. Admin (Team): A user with Admin permissions at the team ...