Manage organisation settings
Configure your organisation’s details, branding, integrations, defaults and security settings to control how projects and reports behave.
This guide is designed for project manager.
Steps
Step 1: Open the organisation settings page
Navigate to the settings area of the application and select the Organisation Settings option to open the configuration screen for your current organisation.
Step 2: Review and update organisation profile details
In the Organisation profile card, update the organisation name, website, primary email address, phone number and registered address fields, then save your changes to keep your contact information up to date.
Step 3: Upload and manage organisation branding
Use the logo upload control and branding fields to capture or change your logo and visual preferences, preview how they will appear, and save the updated branding for use across projects and reports.
Step 4: Configure custom fields for projects
Add, edit or remove custom field definitions by choosing a field type and label so that projects can capture the extra information your organisation requires.
Step 5: Set project default settings and templates
Open the project defaults and template settings, adjust any default values or templates, and use the edit template modal to fine-tune how new projects and reports are created by default.
Step 6: Manage external system connections
Open the external system dialog to connect, edit or remove integrations with supported third-party systems, and use the new connection gallery to add additional connections as needed.
Step 7: Adjust roles and access for organisation users
Review the list of available roles, change role assignments where allowed, and remove roles that are no longer needed to keep access rights aligned with responsibilities.
Step 8: Configure compliance requirements
In the compliance requirements panel, enable or disable specific compliance options and policies so that new and existing projects follow your organisation’s regulatory obligations.
Step 9: Review and update security settings
Open the security settings section, review options such as access controls and protection levels, adjust them as required, and save to apply the updated security posture across the organisation.
Step 10: Save and confirm all organisation changes
When you have finished updating settings, use the save controls, review any confirmation prompts, and confirm to apply your organisation configuration changes system-wide.
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Last updated: 2026-06-24