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Manage organisation settings

Update your organisation details, branding, defaults and integrations so all projects use consistent settings.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the organisation settings area​

From the main navigation, go to the settings section and choose Organisation settings to open the configuration page.

Open the organisation settings area

Step 2: Review and update basic organisation details​

In the Organisation details card, edit fields such as name, website, email, phone number and address, then save your changes.

Review and update basic organisation details

Step 3: Upload and manage organisation branding​

Use the logo upload and branding controls to add or update your organisation logo, colours and other visual settings, then apply them.

Upload and manage organisation branding

Step 4: Configure default project settings​

In the project defaults section, adjust options such as default templates, report content mode and other standard project values, then save.

Configure default project settings

Step 5: Manage external system connections​

Open the external systems section to add new integrations, edit existing connections using the dialog, or delete integrations you no longer need.

Manage external system connections

Step 6: Set compliance and security requirements​

Use the compliance and security panels to review and update organisational requirements, toggling switches and fields as appropriate before saving.

Set compliance and security requirements

Last updated: 2026-09-01