Settings

This guide covers everything you can configure in Vitae Settings: your organization profile, team members, your plan and credits, and the email and message templates used for candidate outreach.

How do I open Settings?

1. Click your avatar or initials in the top-right corner of the app header.
2. Select Account settings from the dropdown.
3. You land on your personal Profile page. The left sidebar lists all settings sections.
4. To return to the main app at any time, click Back to app at the top of the settings sidebar.

Tip: Settings is split into two areas: Organization (shared company settings) and Personal (your individual account). Use the sidebar to navigate between them.

How do I update my organization’s name and logo?

1. In the settings sidebar under Organization, click General.
2. On the Workspace identity card, click Change logo to upload a new image (PNG, JPG, WEBP, or GIF accepted).
3. To update the name, edit the Organization name field.
4. Click Save. You will see the confirmation message “Organization name updated.”
5. Scroll down to fill in additional fields such as Email, Website, Phone Number, Industry, LinkedIn URL, and address details, then save.

Tip: The Synced badge on the Workspace identity card means your organization details are connected to the broader workspace.

How do I invite a new team member?

1. Under Organization, click Members.
2. Click Add member in the top-right corner.
3. In the Add member dialog, enter the person’s Email address and select their Role — either Member or Admin.
4. Click Send invite. You will see “Member invitation sent” when it goes out.

How do I see who is already on my team?

1. Under Organization, click Members.
2. The Active members card lists everyone with access, showing their name, email, and role (Admin or Member). Your own account is tagged with a You badge.
3. The Pending invitations card shows any invites that have not been accepted yet.
4. Click Refresh members to reload the list at any time.

How do I remove a team member?

1. Under Organization, click Members.
2. In the Active members list, find the person and click the … icon at the end of their row.
3. Select Remove member. You will see “Member removed” when it is done.

How do I cancel a pending invitation?

1. Under Organization, click Members.
2. In the Pending invitations card, find the invite and click Revoke.
3. You will see “Invitation revoked” when the invite is cancelled.

How do I view my plan and billing details?

1. Under Organization, click Billing.
2. The Plan tab shows your current plan name, price, monthly credits, status, and next billing date.
3. If you are on a paid plan, click Manage to open the billing portal where you can upgrade, downgrade, update your payment method, or view past invoices.
4. If you are on the free plan, click Subscribe to choose a paid plan.

How do I check my credit usage?

1. Under Organization, click Billing, then select the Usage tab.
2. The Credit balance card shows how many credits remain this period and how many have been spent.
3. Expand the Usage by type section to see a breakdown by Search, Email, Phone, and AI credits.
4. The Recent ledger card lists recent credit activity.

How do I buy extra credits?

1. Under Organization, click Billing, then select the Usage tab.
2. Click Buy credits.
3. Choose a preset amount — 500, 1,000, 5,000, or 10,000 — or type a custom number in the Credits field (minimum 100).
4. The dialog shows the total cost at $0.01 per credit.
5. Click Pay $[amount] to complete the purchase. Credits are added to your balance as soon as payment completes.

How do I manage email and message templates?

Templates are reusable content blocks for candidate outreach. Open them under Organization > Templates. There are three tabs:

• Email — system-sent transactional emails (invitations, rejections, alerts).
• Message — recruiter-composed outreach messages with a subject and body.
• Text — SMS outreach messages (body only, no subject, 1,600 character limit).

How do I create an email template?

1. Under Organization, click Templates, then select the Email tab.
2. Click + Email.
3. In the Create Email Template modal, fill in:
   • Template Name (required, up to 200 characters)
   • Subject (required, up to 200 characters)
   • Body (up to 8,000 characters)
4. Click Generate to have Vitae AI draft the body for you, or click Create to save what you have written.
5. You will see “Email template created” when it is saved.

How do I create a message template?

1. Under Organization, click Templates, then select the Message tab.
2. Click + Message.
3. In the Create Template modal, fill in:
   • Template Name (up to 100 characters)
   • Subject (up to 200 characters)
   • Message Body (up to 5,000 characters)
4. Click Generate to draft with AI, or click Create to save.
5. You will see “Template created successfully” when it is done.
6. To edit or delete a saved template, use the edit and delete icon buttons on its card.

How do I create an SMS text template?

1. Under Organization, click Templates, then select the Text tab.
2. Click + Text.
3. In the Create Template modal, fill in:
   • Template Name (up to 100 characters)
   • Message Body (up to 1,600 characters — SMS only, no subject line)
4. Click Generate to draft with AI, or click Create to save.
5. To edit or delete an existing template, use the icon buttons on its card.

How do I update my personal profile and preferences?

Your personal account settings live under the Personal section of the sidebar:

• Profile — update your name, contact details, and avatar.
• Appearance — change your theme and display preferences.
• Notifications — choose which events notify you and how. See also Notifications.
• Security — manage your password, two-factor authentication, and review recent login activity.

Related guides

• Campaigns — send outreach using your message templates.
• Inbox — manage replies from candidates.
• Integrations — connect your calendar, LinkedIn, and other tools.
• Notifications — fine-tune how and when Vitae alerts you.
• Workflows — automate recruiter tasks across the platform.