Skip to main content

​
How Accounts Work in Micro

Every user has one account that spans across all workspaces. Your account contains your personal data, integrations, and settings that follow you regardless of which workspace you’re in.

​
Account vs. Workspace

  • Account — Your personal profile, data, and integrations (private to you)
  • Workspace — Shared team environment with collaborative data and settings
You can be a member of multiple workspaces while maintaining one unified account.

​
The Account Section

The section above “Lists” that includes Home, Inbox, Contacts, Tasks, and Docs is your personal account section. Only you can see this data, and it contains all information available to your account regardless of which workspace you’re currently viewing.

​
What’s in Your Account Section

  • Home — Your personal dashboard and overview
  • Inbox — All your emails from connected accounts
  • Contacts — Your personal contact database
  • Tasks — Your personal tasks and to-dos
  • Docs — Your personal documents and notes
This data is private to you and not shared with workspace members unless you explicitly share it.

​
Settings

Open settings from the bottom left of the sidebar. Settings are split into two sections: Account (personal to you) and Workspace (shared team settings, some admin-only).

​
Account Settings

​
Profile

Set your name, profile photo, timezone, and start-of-week preference. Your primary email and username are set during onboarding.
To change your primary email address, contact us at support@micro.so

​
Appearance

Customize how Micro looks and feels:
  • Style presets — Choose from preset themes that bundle font, theme, and corner styles
  • Theme — Light, Dark, System, or Hacker
  • Font — Sans Serif (Inter) or Monospace (JetBrains Mono)
  • Heading Font — Default or Serif
  • Corners — Rounded or Sharp
  • Icons — Default or Minimal (show/hide icons in view tabs)
  • Sent with Micro — Toggle whether emails include a “Sent with Micro” signature
  • Default email app — Register Micro as your default email handler

​
Personalization

Configure the AI assistant’s personality and context:
  • Assistant personality — Choose from Balanced, Fun, Professional, or Robot
  • Personal context — Add markdown documents that the AI uses as context about you. Great for sharing your role, communication style, or project details with the assistant.

​
Connected Accounts

Connect and manage your external accounts:
  • Google — Email and Calendar (primary account). Configure email sharing settings for your workspace.
  • X (Twitter) — Import followers, send and receive DMs, post, and search — all accessible to the AI agent
  • Email accounts — Gmail, Outlook (coming soon)
  • Calendar — Google Calendar
Each connected account shows its AI tools and skill templates. You can configure sharing preferences to control what data is visible to workspace members.

​
Meeting Recording

Control how the Micro meeting bot works:
  • Recording mode — Record all meetings, external meetings only, or none
  • Transcription language — English or auto-detect (multilingual)
  • Summary templates — View built-in templates or create your own to guide how meeting summaries are generated

​
Notifications

Manage email notification preferences:
  • Meeting summaries — Get emailed when AI meeting summaries are ready
  • Product updates — Receive emails about new features

​
Workspace Settings

These settings apply to the entire workspace. Some are admin-only.

​
General

View your workspace name, slug, and logo. Admins can update the workspace logo or delete the workspace.

​
Members

View all workspace members and their roles (Admin or Member). Admins can invite new members and manage access.

​
Knowledge

Add workspace-level context documents that the AI assistant references across all conversations for your team. This is the shared equivalent of personal context in Personalization.

​
Skills

Manage AI chat skills accessible via /command in the AI chat:
  • Built-in skills — Skills that come with Micro
  • Custom skills — Create your own with a name, /command, emoji, and description

​
Data Model

Explore and customize your workspace’s object types and properties:
  • Object types — View the default object types (Person, Company, Deal, Task, Message, Event, Document) and their properties
  • Custom properties — Add custom properties to any object type
  • Lists — View and manage your lists, their views, members, and properties

​
Integrations

Manage workspace-level integrations. More integrations coming soon.

​
Import & Migrate

Import data from other tools via CSV, or contact us for full CRM migrations from HubSpot, Salesforce, Attio, and more.

​
Billing

Opens the Stripe billing portal to manage your subscription, payment method, and invoices. Team billing plans are coming soon.
Your account is the foundation of your Micro experience. Keep your settings current and connect your accounts to get the most out of Micro’s unified platform.