Skip to main content

Manage organisation settings

Configure your organisation’s details, project defaults, custom fields and external system integrations so that projects use consistent information across the workspace.

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 select the organisation whose settings you want to manage; the Organisation Settings panel opens with sections such as Overview, Contact, Project Roles, Custom Fields, Project Defaults and External Systems.

Open the Organisation Settings panel

Step 2: Review and edit organisation overview details​

In the Overview section, update your organisation name, website, description and branding (such as uploading or replacing the logo), then save your changes so they are applied across the workspace.

Review and edit organisation overview details

Step 3: Update organisation contact information​

Switch to the Contact section and edit key details such as email address, phone number and physical address so that project reports and communications display accurate contact information.

Update organisation contact information

Step 4: Configure default project roles​

In the Project Roles section, review and adjust any role-related settings or defaults (for example standard roles or responsibilities) so that new projects inherit the correct structure.

Configure default project roles

Step 5: Create and manage custom fields​

Open the Custom Fields section to add new custom fields, duplicate existing ones, edit their names, types and options, or remove fields you no longer need, allowing you to capture organisation-specific data on projects.

Create and manage custom fields

Step 6: Set project default values and templates​

In the Project Defaults section, configure default settings for new projects, such as standard templates, default report content mode and other project-level options, then save so future projects automatically use these defaults.

Set project default values and templates

Step 7: Connect and manage external systems​

Go to the External Systems section to add or edit integrations with third-party tools, update connection details, refresh or disable existing links, or delete integrations that are no longer required.

Connect and manage external systems

Last updated: 2026-01-01