Manage organisation settings
Configure your organisation’s details, branding, defaults and integrations so that projects and reports follow consistent standards.
This guide is designed for project manager.
Steps
Step 1: Open the organisation settings area
From the main navigation, go to the Organisation or Settings section and open the Organisation Settings page to view the configuration panels.
Step 2: Review the overview and branding
In the Overview panel, check your organisation name and description, and upload or update the logo so that it appears correctly across projects and reports.
Step 3: Update contact details
Open the Contact panel and review fields such as website, email address, phone number and office location; update any details that are out of date and save your changes.
Step 4: Configure project roles
In the Project Roles panel, adjust the standard roles used on projects so that new projects inherit the correct responsibilities and labels.
Step 5: Add or remove custom fields
In the Custom Fields panel, use the Add field button to define new custom data fields or the delete icon to remove ones you no longer need, then save to apply them across projects.
Step 6: Set project defaults
Open the Project Defaults panel to define default values for new projects, such as templates, report content modes and other standard settings, and then submit your changes.
Step 7: Manage external system integrations
In the External Systems panel, add new integrations, edit existing connections or refresh statuses so that your organisation stays linked to the required external tools.
Step 8: Configure compliance requirements
Open the Compliance Requirements panel and enable or adjust any organisational compliance rules so that all projects meet your governance standards.
Related Tasks
Last updated: 2026-02-10