[**Setup** ↗](https://app.indeal.ai/settings/profile) holds your own details, your company's settings and the administration. It is **not** in the sidebar.

**Contents**
- [How you get there](#how-you-get-there)
- [The sub-navigation](#the-sub-navigation)
- [You do not see all of it](#you-do-not-see-all-of-it)
- [What to check first](#what-to-check-first)
- [Next](#next)


## How you get there

1. Click your company name at the bottom left of the sidebar.
2. Choose **Profile settings** or **Setup**.

Both lead to the same place. The third entry in the menu is **Sign out**.

![The menu behind the company name with Profile settings, Setup and Sign out](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/setup/setup-firmenmenue.png)

## The sub-navigation

A list sits on the left inside Setup. In full it looks like this:

| Entry | What for |
|---|---|
| [**Personal profile** ↗](https://app.indeal.ai/settings/profile) | your name, address, language and time zone |
| [**Notifications** ↗](https://app.indeal.ai/settings/notifications) | which emails you get from inDeal |
| [**Email** ↗](https://app.indeal.ai/settings/email) | connecting your mailbox and your signature |
| [**Company** ↗](https://app.indeal.ai/settings/company) | company name and web presence |
| [**Performance & conversion** ↗](https://app.indeal.ai/settings/performance) | the benchmarks behind forecast and funnel |
| [**Lead import** ↗](https://app.indeal.ai/settings/import) | reading leads in from a file |
| [**Layout** ↗](https://app.indeal.ai/settings/layout) | custom fields and sections for leads and deals, see [Customizing the layout](https://success.indeal.ai/hc/indeal/articles/layout-sections-and-custom-fields) |
| [**Team** ↗](https://app.indeal.ai/settings/team) | inviting and managing members |
| [**Workflows** ↗](https://app.indeal.ai/settings/workflows) | automatic rules |
| [**Calendar** ↗](https://app.indeal.ai/settings/calendar) | the template for calendar invitations |
| [**Integrations** ↗](https://app.indeal.ai/settings/integrations) | connected services |
| [**Extension** ↗](https://app.indeal.ai/settings/extensions) | the browser extension |
| [**Plans & Billing** ↗](https://app.indeal.ai/settings/plans?tab=credits) | credits and usage |
| [**Trash** ↗](https://app.indeal.ai/settings/trash) | deleted leads and deals |
| [**Blacklist** ↗](https://app.indeal.ai/settings/blacklist) | people and companies that are never contacted |
| [**Legal** ↗](https://app.indeal.ai/settings/legal) | company details and legal texts |

## You do not see all of it

Which entries appear depends on your role.

With the **Admin** role you see all of them. With the **Sales** role you see four: **Personal profile**, **Extension**, **Plans & Billing** and **Legal**.

The other entries are not missing by accident. The role description says so outright: **Sees and edits only their own leads. No import, no deleting, no mass updates, no setup, no blacklist changes, no API keys.**

That holds for the address as well: anyone opening one of those pages directly without the permission ends up back on **Setup**. Hiding the menu entry is not enough - the boundary is enforced on direct access too.

## What to check first

If you are new, in this order:

1. **Personal profile** - are your name and time zone right.
2. **Company** - is the company name right.
3. **Performance & conversion** - do the benchmarks fit your business.
4. **Team** - is anyone missing.

## Next

- [Your personal profile](https://success.indeal.ai/hc/indeal/articles/your-personal-profile)
- [Company profile and conversion values](https://success.indeal.ai/hc/indeal/articles/company-profile-and-conversion-values)