Skip to main contentYour Settings page is where you make Continuum yours. Manage your profile, connect your tools, configure your organization, and control your subscription, all in one place.
Accessing Settings
Click the Settings icon in the sidebar to open your Settings page. Everything is organized into four main tabs: Profile, Organization, Integrations, and Billing.
Profile Tab
Manage your personal information and account preferences.
Avatar: Upload a profile photo to personalize your account. Click Upload image and choose a .png, .jpg, or .jpeg file up to 5MB. Your avatar appears throughout Continuum and helps teammates identify you.
Contact information:
- Name - Your full name as it appears in Continuum
- Email - Your account email address
- Role - Your role in the organization (Advisor, Admin, etc.)
- Phone number - Optional contact number
Click into any field to edit it. Changes save automatically.
Security: Enable Two-factor authentication to add an extra layer of security to your account. Click Set up and follow the instructions to connect your authenticator app. If you see “Not set up” with a red indicator, it means 2FA isn’t enabled yet—we recommend setting it up to keep your account secure.
Organization Tab
Manage your workspace and team members (visible to all users, editable by admins).
Organization information:
- Avatar - Upload your organization’s logo
- Organization name - Your firm or company name
- Business address - Complete address including street, apartment/suite, city, state, ZIP code, and country
This information appears on invoices and helps identify your workspace.
Team members: See everyone in your organization with their Name, email address, status, role and join date. The list shows who’s actively using Continuum and who still needs to accept their invitation.
Managing members (Admins only): Admins can invite new team members, manage roles, and remove users who no longer need access. Click Invite Member to add someone new to your Continuum workspace.
Switching workspaces: If you belong to multiple organizations, you can switch between them using the workspace dropdown at the top of your sidebar.
Integrations Tab
Connect Continuum to the tools you already use—your calendar, CRM, email, and more.
Calendar and Email: This section handles your meetings, events, and email correspondence.
Available integrations: Microsoft Outlook, Gmail and Google Calendar, Apple Calendar.
When an integration is connected, you’ll see a green “Connected” badge, your connected email address and a Details dropdown to manage settings.
CRM: Connect your customer relationship management platform to sync contacts, tasks, and notes.
Available CRM integrations: Salesforce, HubSpot, Wealthbox, and other major platforms.
When connected, click Details to see see your connected account information and its status, adjust sync settings, or disconnect it if you no longer need it.
Why integrations matter: Integrations eliminate manual work. Your calendar meetings appear in Continuum automatically. Meeting summaries push to your CRM with one click. Contacts sync both ways. Everything stays aligned without you lifting a finger.
To learn more about integrations, see the Integrations page. Billing & Subscription
Manage your subscription, payment method, and plan options.
Current plan: See which plan you’re on, how many seats you’re using, and your current billing cycle.
Admins only: Only workspace admins can manage billing and payment method. Regular members will see their current plan but can’t make changes.
Change plans: Compare available plans and switch between them.
Settings Best Practices
Complete your profile: Take a minute to add your photo, phone number, and verify your email. It makes collaboration smoother and helps teammates identify you quickly.
Connect integrations during setup: Link your calendar and CRM right when you start using Continuum. The sooner these connect, the sooner your data flows automatically.
Enable 2FA: Two-factor authentication takes 2 minutes to set up and significantly improves your account security. It’s worth it.
Check integration status quarterly: Once every few months, open the Integrations tab and verify everything shows “Connected” and “Synced.” Sometimes permissions expire and need to be refreshed.
Keep your profile current: When you update your email, or move to a new organization, update your profile. Accurate information helps Continuum work better for you.
Keep business address current: If your firm moves or changes contact information, update it in the Organization tab. This keeps your invoices and official communications accurate.ShareContent 
