Manage organisation settings
Configure your organisation’s details, branding, project defaults, custom fields, roles and external system integrations in one place.
This guide is designed for project manager.
Steps
Step 1: Open the organisation settings panel
From the application’s main navigation, go to the settings area and open the Organisation Settings panel to view all available configuration sections.
Step 2: Review the overview and branding
In the Overview section, check the organisation name and basic information, and upload or update your logo and branding so that reports and project views reflect your organisation’s identity.
Step 3: Update contact information
Open the Contact section and edit fields such as address, phone number, email and website, then save your changes so team members and external stakeholders see up-to-date contact details.
Step 4: Configure project roles
Go to the Project Roles section, add new roles or update existing ones using the role form, and remove roles that are no longer needed so that project responsibilities are clearly defined.
Step 5: Define custom fields
In the Custom Fields section, create or edit custom field definitions (such as text, number or other supported types) to capture additional organisation-specific data on your projects.
Step 6: Set project defaults
Open the Project Defaults section and adjust default settings such as templates, report content mode and other project-level options, ensuring that newly created projects start with consistent configurations.
Step 7: Manage external system integrations
In the External Systems section, add new integrations, edit connection details, refresh or update existing links, and delete integrations that are no longer required using the integration dialog.
Step 8: Save and confirm changes
After updating each section, use the provided save or update actions to commit your changes and confirm that the organisation settings have been successfully applied.
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Last updated: 2026-01-31