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Manage organisation settings

Configure your organisation’s profile, contact details, default project settings and integrations so that new projects and reports use consistent information.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the organisation settings panel​

From the application navigation, go to the settings area and open the Organisation Settings page to view the overview, contact, project roles, custom fields, project defaults and external systems sections.

Open the organisation settings panel

Step 2: Review and update organisation overview details​

In the Overview section, edit core organisation details such as name, website, description and branding; upload or replace the organisation logo using the logo upload control, then save your changes so they apply across the system.

Review and update organisation overview details

Step 3: Edit organisation contact information​

Switch to the Contact section to update the main email address, phone number and physical address fields so team members and external parties see the correct contact information on projects and reports.

Edit organisation contact information

Step 4: Configure default project roles​

Open the Project Roles section to add, edit or remove default roles that can be assigned on projects, ensuring a consistent set of roles is available whenever new projects are created.

Configure default project roles

Step 5: Add and manage custom fields​

In the Custom Fields section, use the controls to add new custom field definitions, choose a field type, edit labels and remove fields you no longer need so that projects capture the additional data your organisation requires.

Add and manage custom fields

Step 6: Capture and adjust project default settings​

Go to the Project Defaults section and use the capture or refresh options to load defaults from existing projects, then adjust settings such as default values and report content mode before saving them as the organisation-wide template.

Capture and adjust project default settings

Step 7: Connect and manage external systems​

In the External Systems section, open the external system dialog to create new integrations or update existing ones; adjust connection details, enable or disable integrations, and refresh the list to confirm your changes have been applied.

Connect and manage external systems

Last updated: 2025-12-30