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Manage organisation settings

Update your organisation’s details, branding, security settings, custom fields and integrations in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the organisation settings area​

Open the settings menu in the application and navigate to the Organisation Settings section to view your current organisation configuration.

Open the organisation settings area

Step 2: Update organisation profile details​

Edit core information such as organisation name, website, email, phone number and address using the provided form fields, then save your changes.

Update organisation profile details

Upload or change the organisation logo, adjust branding options and preview how your branding will appear across reports and dashboards.

Configure branding and logo

Step 4: Manage custom fields​

Add, edit or remove custom field definitions (for example text, number or choice fields) so projects and records can store the extra information your organisation needs.

Manage custom fields

Step 5: Set project defaults and templates​

Configure default project settings, templates and report content modes so new projects start with the correct structure and configuration.

Set project defaults and templates

Step 6: Adjust security and compliance settings​

Review organisation-wide security controls and compliance requirements, then enable or disable options to meet your internal policies.

Adjust security and compliance settings

Step 7: Manage user roles and permissions​

Use the roles section to add new roles, update existing ones and control which users can manage projects, reports and organisation-level settings.

Manage user roles and permissions

Step 8: Connect external systems and integrations​

Open the integrations panel to connect, configure or remove links to external systems, using the connection gallery and configuration dialogs where needed.

Connect external systems and integrations

Last updated: 2026-06-27