Settings & Workspaces

How do I change the language?

Under Settings → Account (German or English), or with the language picker in the header. The choice applies immediately, including on public pages.

How do I switch between my personal workspace and a company?

In the user menu at the top right. The page stays the same; only the workspace changes. “All” combines everything and appears once you have two workspaces. You manage workspaces under Settings → Workspaces.

How do I create an organization (my company)?

Under Settings → My organizations with “Create organization”. You become the owner, and you don't need billing for that.

How do I invite members to my organization?

Under Settings → Members & teams with “Invite”. Currently this opens an email to support, and we issue the invitation. The invited person signs in with Google and they're in.

How do I leave an organization or transfer ownership?

As the owner, you transfer ownership yourself: Settings → Members & teams → person → Access, then type the organization's name to confirm. Leaving currently works by email via “Request to leave” under My organizations, and deleting via Settings → Organization. We confirm every step before anything happens.

How do I control notifications?

Under Settings → Notifications, per topic and channel, with “How often” and “Quiet hours”. The Slack channel can't be turned on yet, not even with Slack connected. Security and billing emails always come through.

How do I switch the organization in Settings?

At the top right of Settings, via “Settings for”. All organization pages then show the chosen organization. Peak remembers your choice across all devices.

1. 01Open Settings.
2. 02At the top right, choose “Settings for”.
3. 03Under “Your organizations”, choose the organization you want.

How do I change a member's role?

Under Members & teams, open the person, “Access” tab, “Role” field. The change applies immediately. Owners assign Admin, Member and Guest. Admins only change members and guests. No one can change their own role.

1. 01Open Settings → Members & teams.
2. 02Tap the person and switch to the “Access” tab.
3. 03Under “Role”, choose the new role. Peak confirms “Role changed.”

How do I remove someone from the organization?

On the person under Members & teams, “Access” tab, “Membership” section. The person loses access immediately. What they created is kept.

1. 01Open Settings → Members & teams and tap the person.
2. 02Switch to the “Access” tab.
3. 03Under “Membership”, choose “Remove …” and confirm with “Yes, remove”.

How do I transfer ownership to someone else?

As the owner, open the person under Members & teams, “Access” tab, and use “Transfer ownership to …”. To confirm, you type the organization's name. You stay on as an admin afterward.

1. 01Open Settings → Members & teams and tap the new owner.
2. 02Switch to the “Access” tab.
3. 03Under “Membership”, type the organization's name exactly.
4. 04Choose “Transfer”.

How do I create a team and set a team lead?

Under Members & teams → “Teams” with “Create new team”. A team can pass a default access profile and a default view on to its members. Team lead is a role only within that team.

1. 01Open Settings → Members & teams.
2. 02Open “Create new team”, enter a name and optionally choose a default access profile and default view.
3. 03Choose “Create team” and open the team.
4. 04Under “Members”, add people and set someone as “Team lead”.

How do I give someone access to only certain apps?

With an access profile. It defines which apps someone can open, which records they see and which actions they're allowed to take. Start with a template like “Sales Rep” or “Finance Viewer” and assign the profile to a person or team. Anyone without a profile keeps working as before with all apps for their role.

1. 01Open Settings → Access profiles.
2. 02On a template, choose “Use” and adjust the profile. A template doesn't change anyone's access until you assign it.
3. 03Open Members & teams, the person, “Access” tab, and choose the profile under “Access profile”.

Can I give a single person an exception to the profile?

Yes. On the person, “Access” tab, there's “Exceptions for this person”. An exception takes precedence over the profile and is marked as “Overridden”. Owners and admins are never restricted and don't need one.

1. 01Open the person under Members & teams, “Access” tab.
2. 02Open “Add exception for this person”.
3. 03Choose the type (“App access”, “Data scope” or “Action”), the scope and the effect.
4. 04Choose “Save exception”.

How do I hide areas I don't need?

Under Settings → Work mode. “Standard” shows the full interface. “My focus” shows only up to four screens in a sidebar, and the first is your home page. Your access doesn't change.

1. 01Open Settings → Work mode.
2. 02Choose “My focus” and mark up to four screens.
3. 03Choose “Save”. The view applies from the next page change.

Where do I enter my company's legal name, currency or fiscal year?

Under Settings → Organization in the “Profile” section. All members see these details. Below it is the “Business context”, which Ask Peak uses if members allow it. Only owners and admins can edit.

1. 01Open Settings → Organization.
2. 02Fill in name, legal name, website, country, default currency, time zone and fiscal year start.
3. 03Choose “Save”.

How do I create a workspace for my family or a group of companies?

Under Settings → Workspaces → “Create workspace”. You choose “Personal”, “Family” or “Group”. A group combines at least two of your companies, such as a holding company.

1. 01Open Settings → Workspaces.
2. 02Choose the type and enter a name.
3. 03For “Group”: mark at least two companies.
4. 04Choose “Create workspace”. It's active immediately and appears in the user menu.

How do I get fewer hints on Home, or bring back hidden suggestions?

Under Settings → Personalization → “Home”. “Less guidance” shows only your work; progress and results stay. With “Show again”, you bring back hidden or paused suggestions.

How do I set up single sign-on (SAML) and SCIM for my company?

Under Settings → Sign-in & provisioning (owners and admins only). First you verify your email domain with a DNS TXT record, then you add your identity provider's metadata. Required SSO can only be switched on once the connection is active; owners can always sign in. For SCIM you create a token there and enter it with the SCIM address in Okta or Entra ID; SCIM only assigns member or guest.

How do I connect SCIM with Okta or Microsoft Entra ID, and what does SCIM create?

Under Settings → Sign-in & provisioning → “SCIM provisioning”, create a token and enter it in your identity provider together with the SCIM base URL. SCIM then creates people, suspends them and maintains teams. It only creates members and guests, only with addresses on your verified domains; you manage owners and admins in Peak.

1. 01Give the token a name, e.g. “Okta”, and choose “Create token”.
2. 02Copy the token right away. It's shown only this once.
3. 03In the identity provider, enter the SCIM base URL (Tenant URL) and the token as a bearer token.
4. 04Groups become teams. A role named after an access profile assigns that profile; “member” or “guest” sets the role.
5. 05“Revoke” rejects requests with this token immediately.

How do I create an API key?

Under Settings → API & MCP → “Personal keys”. A key belongs to you and to the company workspace that is currently active. You choose name, scopes and validity. Peak shows the key exactly once and afterwards stores only a fingerprint.

1. 01At the top, choose the company workspace the key should apply to.
2. 02Enter a name, e.g. “Claude on my laptop”.
3. 03Choose the scopes the key needs and the validity: 30 days, 90 days, 1 year or until revoked.
4. 04Choose “Create key” and copy it right away.
5. 05No longer needed? “Revoke” rejects requests with this key immediately.

How do I connect Claude or another MCP client to Peak?

With a personal API key and Peak's MCP server. The address is under Settings → API & MCP → “How to connect”: app.peak-atlas.com/api/mcp (Streamable HTTP) with the header “Authorization: Bearer peak_pat_…”. This works for Claude Code, Claude Desktop, the Claude API and your own agents.

1. 01Under API & MCP, create a key with the scopes the client needs.
2. 02Claude Code: claude mcp add --transport http peak https://app.peak-atlas.com/api/mcp --header "Authorization: Bearer peak_pat_…"
3. 03Other clients: enter the MCP server address and header as above.
4. 04Claude.ai and ChatGPT currently connect custom connectors only via OAuth. Peak doesn't offer that yet.

How do I give a client access to their workspace?

Under Settings → Agency & White Label, on the client's company, with “Invite client”. The client joins as a guest with the profile “Client (Funnels)”: they see pages and the CRM read-only and nothing else. Only an owner or admin of that company can do this.

1. 01Create a separate company for each client. It then appears under “Client workspaces”.
2. 02On the company, open “Invite client” and enter the address under “Client's email”.
3. 03Peak sends the invitation by email. If that isn't possible, it shows you the link to pass on.
4. 04If the person is already in the company, change their access under Members & teams.

How do I remove Peak branding for my clients (white label)?

Under Settings → Agency & White Label, on the company, under “White Label”. With “Remove Peak branding”, client portals and marketing emails show your name instead of “Peak”. You can add a brand name, logo and favicon. A custom domain is only noted; Peak sets up DNS and routing by hand.

1. 01Turn on “Remove Peak branding”.
2. 02Enter a brand name. If left empty, the company's name is used.
3. 03Logo and favicon need an https address.
4. 04Optional: “Custom domain”, e.g. clients.your-agency.com.

Is Peak available as an app for Mac, Windows, iPhone or Android?

Yes, as a web app installed from the browser, with its own window and icon. The user menu shows “Install as app” as soon as your browser supports it. Dedicated apps in the App Store, on Google Play and as programs for Mac and Windows aren't published yet.

1. 01Chrome or Edge: user menu → “Install as app”.
2. 02Safari on a Mac: File → “Add to Dock”.
3. 03iPhone and iPad: in Safari, tap Share at the bottom, then “Add to Home Screen”.
4. 04Android: in the browser menu, “Install app” or “Add to Home screen”.

How do I get push notifications on my device?

Under Settings → Device & browser → “Push notifications”, with “Turn on for this device”. Peak only sends what's urgent in your inbox: things needed now, approvals, critical deadlines. No advertising. A notification disappears once the item is done. The switch applies per device and browser.

1. 01Open Settings → Device & browser on the device that should receive notifications.
2. 02Choose “Turn on for this device” and allow notifications in the browser.
3. 03iPhone and iPad: push only works once Peak has been added to the Home Screen.

What happens when I remove a workspace?

Only the workspace disappears. Companies, memberships and stored data stay unchanged. You can have up to twelve workspaces of your own.

What roles are there, and who can do what?

Owner, Admin, Billing, Member and Guest. Only owners and admins see organization settings. All members see integrations. What each role can do is listed under Members & teams.

What do “Sign-in only via SSO” and “Join on first sign-in (JIT)” do?

Mandatory SSO sends every address on your verified domains to sign in through your identity provider; Google, email link and passkey then lead there. Owners are exempt, so a fault at the identity provider never locks you out. JIT makes people with a verified domain members automatically on their first SSO sign-in, with the role and access profile you choose for it.

1. 01Mandatory SSO can only be turned on once the SAML connection is active and at least one domain is verified.
2. 02Test signing in via SSO before you make it mandatory.
3. 03If you remove the last verified domain, SSO sign-in no longer finds your organization and mandatory SSO switches off.

What can an API key do, and what can't it do?

A key acts as you, only in the workspace where you created it, and never with more rights than you have yourself. Depending on its scopes it can read, edit and publish pages and funnels, read leads, contacts and metrics, read today's Focus 3, and read the financial plan or change it with a preview. Deleting and admin actions are never possible with a key.

1. 01Publishing is a scope of its own and only works if you're allowed to publish yourself.
2. 02“Edit financial plan” never triggers a bank transfer.
3. 03At most 120 requests per minute per key.
4. 04Every change appears in the audit log as “Via MCP” or “Via the API”.
5. 05Guests can't create keys.

What does “Agency & White Label” show me about my client workspaces?

Every company where you're an owner or admin, with live pages, views and inquiries over the last 30 days, and the conversion rate. At the top are those where visitors come but no inquiries do. Counts come from Peak Pages. Peak doesn't track revenue per client yet. Clicks, sign-ups and commission for your partner code aren't measured yet.

Can I use Peak offline?

Partly. Peak Task, Peak Focus (Today), your money planning and documents in Peak Docs that you've already opened online remain available without a connection. Changes you make there offline wait on the device and are sent once the connection is back, without duplicates. Other pages show the offline page without a connection. When you sign out, Peak deletes everything it kept on the device.

I don't see “Organization”, “Members & teams” or “Audit log”.

Which settings you see depends on your role in the active organization. If you open such a page via a direct link without permission, Peak won't find it.

1. 01At the top right under “Settings for”, check whether the right organization is active.
2. 02Only owners and admins see Organization, Members & teams, Access profiles, Your Peak Atlas, Developers and Audit log.
3. 03If you don't belong to an organization yet, organization pages only appear once you create one or are invited.
4. 04If you need more permissions, ask someone with the Owner role.

“Quiet hours can't start and end at the same time.”

Quiet hours need a time span. Under Settings → Notifications → “Quiet hours”, choose two different times, for example from 8:00 pm to 8:00 am. The times apply in your time zone.

“No permission.” or “This action isn't enabled for you.” What does that mean?

Your role or access profile in this organization doesn't allow this action, for example editing instead of only reading. Nothing has changed. An owner or admin can give you more rights: with a different role, a different access profile or an exception for you.

1. 01Check that the right organization is active. In another workspace your rights may differ.
2. 02Ask an owner or admin. They find you under Members & teams, tab “Access”.
3. 03Owners and admins are never restricted by an access profile.

Why am I missing an app or a button that my colleagues have?

Usually because of your access profile. It sets which apps you open, which records you see and which actions you may take. An app that isn't enabled for you appears neither in navigation nor in ⌘K, search or Ask Peak, and a direct link to it leads to your start page.

1. 01Check that the right organization is active.
2. 02Guests see less than members. Your role is shown in the user menu.
3. 03If you chose “My focus” under Work mode, the sidebar shows only your up to four screens. Your access doesn't change because of it.
4. 04If you're really missing something, ask an owner or admin to adjust your profile or give you an exception.

Why can't I turn on Slack for notifications?

The Slack column can't be selected yet, even if you've connected Slack under Integrations. That's why the “Connect Slack first” notice stays. You see all notifications in the app, and security and billing always also come by email.