Finding your preferences
Open Settings from your profile menu. Settings is split into two pages: Client settings (shared with everyone on a client — see "Client setup") and My preferences (just you). Switch between them with the toggle under the page title.
A banner at the top of My preferences confirms the scope: Only you — everything on this page follows your account across every client and product.
Personal instructions
If your workspace has personal instructions enabled, you'll see a card where you can tell Iris how you like to work — "lead with the topline number, then three bullets max," "always show MoM and YoY." These stack on top of any client-level instructions, and only you get them. There's a separate instruction slot for portfolio-wide questions that span clients.
You can edit or clear your instructions anytime; clearing asks you to confirm first.
Iris defaults
Two defaults apply to every new request you make:
Default deliverable format — the format Iris produces unless you steer a specific request. Options mirror the composer's format picker: weekly update, monthly report, QBR outline, summary email, and more. Auto lets the agent choose.
Default slide style — used whenever a deck gets built for you: Hybrid (AI-designed backgrounds with editable text), Full AI (fully designed, text baked in), or Template (plainest, fully editable). See "Slide decks and styles" for the trade-offs.
Changes take effect on your next request — no save button needed on this card.
My connections
The My connections section lists the accounts agents can act through on your behalf — currently Google Drive (browse and attach Drive files in chat) and Slack (search channels and post deliverables). Click Connect to link one via its sign-in screen, or Disconnect to revoke it.
Each connection is personal: only you, and the agents you run, can use it. For the full walkthrough — including what to do if a connection errors — see "Connecting integrations."
Note: Having trouble signing in to a service, or a connection that keeps failing authorization? That's one for the IT team.
Tip: A five-minute pass through this page pays off daily: set your deliverable default to what you actually send, pick your slide style once, and connect Slack so deliverables can go straight where your team works.