# Settings overview

How TalkBar Settings is organized, how to find any setting with search, and what highlighted, flagged and locked settings mean.

Canonical URL: https://docs.talkbar.app/settings/overview


Settings is where you change how TalkBar looks, records, uses AI, shares and stores your data. This section is the complete reference: one page for each Settings tab, with every control, what it does and its default value. For how a feature works, follow the links to its feature page.




## Opening Settings

- Click **Settings** at the bottom of the main sidebar. A red badge on it means a setting needs your attention.
- Open the TalkBar logo menu and choose **Settings**. A submenu lists every tab, so you can jump straight to one.
- Click your account card in the sidebar to open [Account](/settings/account-and-workspaces).
- Click the gear in the Quick Actions menu to open [Quick Actions](/settings/quick-actions).

Most changes save as soon as you make them. You don't need to press a Save button unless a page shows one, such as **Save Timezone** in [General](/settings/general#time).

## How Settings is organized

The Settings sidebar groups the tabs into four sections.

| Group | Tab | What you set there | Reference |
| --- | --- | --- | --- |
| Workspace | **General** | Appearance, session defaults, session detection, cleanup, knowledge scans, language, updates, startup, time, calendar, logs | [General](/settings/general) |
| Workspace | **Projects** | Create, edit, pin and restore projects | [Projects, topics and keywords](/settings/projects-and-topics) |
| Workspace | **Topics & Keywords** | Topics, AI keywords and action item labels | [Projects, topics and keywords](/settings/projects-and-topics) |
| Workspace | **Templates & Skills** | Session templates, summary sections, note templates, skills and knowledge skills | [Templates & Skills](/settings/templates-and-skills) |
| Workspace | **Quick Actions** | The floating Quick Actions button and its shortcuts | [Quick Actions](/settings/quick-actions) |
| AI & Voice | **AI Providers** | Default and per-feature models, providers, token limits, request settings | [AI Providers](/settings/ai-providers) |
| AI & Voice | **Private Local AI** | Private AI Mode and the models that run on your computer | [Private Local AI](/settings/private-local-ai) |
| AI & Voice | **Voice** | Microphone, recording, transcription, dictation and speakers | [Voice](/settings/voice) |
| Connections | **Notifications** | Email, Telegram, Slack, Teams and webhook channels, and desktop notifications | [Notifications](/settings/notifications) |
| Connections | **MCP Access** | Let other AI apps on this computer work with your TalkBar data | [MCP Access](/settings/mcp-access) |
| Connections | **Export & Share** | Export destinations and rules, share links, custom branding | [Export & Share](/settings/export-and-share) |
| System | **Account** | Your profiles and workspaces | [Account and workspaces](/settings/account-and-workspaces) |
| System | **License** | Your plan, license key and upgrades | [License](/settings/license) |
| System | **Data & Backup** | Data folder, backups, transfer between computers, recovery code, reset | [Data & Backup](/settings/data-and-backup) |
| System | **Help & Tours** | Replay onboarding and guided tours | [Help & Tours and Doctor](/settings/help-and-doctor) |
| System | **Doctor** | Check your setup and jump to fixes | [Help & Tours and Doctor](/settings/help-and-doctor) |

At the top of the sidebar, **Back** returns you to where you were before Settings. At the bottom:

- **Check for Update** checks for a new TalkBar version right away.
- **Contact us** opens a form for sending a message to the TalkBar team.
- **Quit / Hide** asks whether to quit TalkBar (**Quit App**) or keep it running in the tray (**Hide to Tray**).

### Inner tabs

Several tabs are split into inner tabs along the top of the page.

| Tab | Inner tabs |
| --- | --- |
| **AI Providers** | **AI Features**, **Providers**, **Models**, **Advanced** |
| **Private Local AI** | **Local AI models**, **Speech models**, **System models** |
| **Voice** | **Recording**, **Transcription**, **Dictation**, **Speakers** |
| **Templates & Skills** | **Session templates**, **Summary sections**, **Note templates**, **Skills**, **Knowledge** |
| **Topics & Keywords** | **Topics**, **Keywords**, **Action Items** |
| **Export & Share** | **Export Session**, **Share Content**, **Custom branding** |

## Find a setting

**Find a setting…** at the top of the Settings sidebar searches every setting in every tab.

1. Click **Find a setting…**. With the search box empty, it lists all tabs by group, so you can also use it to jump between tabs.
2. Type a word, such as *dark mode*, *shortcut*, *backup* or *Telegram*. Results are grouped by tab and show the section each setting belongs to. Search also matches related words and descriptions, so *telemetry* finds **Share usage statistics**. English setting names work even when TalkBar is in another language.
3. Pick a result. TalkBar opens the right tab and inner tab, scrolls to the control, and highlights it.

If nothing matches, you see **No matching settings**.




## Highlighted settings

When search or a link opens a specific setting, the control briefly scales up and flashes in your accent color so you can spot it on the page. A link to a specific setting elsewhere in TalkBar, such as one in an Ask TalkBar answer, opens it the same way.

## Attention dots

A red dot next to a tab in the Settings sidebar means something there needs your attention. Dots can appear on:

- **AI Providers**: an AI provider or model has a problem, or a saved provider key can't be read.
- **Private Local AI**: a built-in model that TalkBar needs isn't downloaded.
- **Notifications**: a turned-on delivery channel failed to deliver or is missing its password or token.
- **Export & Share**: a saved export destination or branding key can't be read on this computer.
- **Data & Backup**: TalkBar can't read your saved keys on this computer. Use your recovery code there to restore them.
- **License**: your license needs attention.

The **Settings** item in the main sidebar shows a badge while there are problems. [Doctor](/settings/help-and-doctor#doctor) checks your setup and takes you to the fix for most problems.

## Settings managed by your organization

If your organization manages TalkBar, some settings may be locked. A tab with locked controls shows a notice at the top:

- **Your organization manages some of these settings.** Some controls on the page are locked, and the others work as usual.
- **Your organization locked these settings. They keep working as set up.** The whole setup on the page is locked. What's already configured keeps working, but you can't change it.

Locked controls are greyed out. A **Managed by your organization** label marks them, and its tooltip reads **Your organization manages this setting.** Notices can appear on **General**, **AI Providers**, **Private Local AI**, **Notifications**, **MCP Access**, **Export & Share**, **Data & Backup** and **License**. To change a locked setting, contact your administrator.

## Related

- [Getting around](/getting-started/getting-around)
- [First-run setup](/getting-started/first-run-setup)
- [General](/settings/general)
- [Help & Tours and Doctor](/settings/help-and-doctor)
- [Troubleshooting](/help/troubleshooting)

