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Manage project settings

Use the Settings page to review and configure account, project, organisation, security, notifications and billing options for the selected project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project Settings page​

From within your project, open the Settings area to access all configuration options for the selected project; the page loads with a Settings heading and a left-hand navigation panel.

Open the project Settings page

Step 2: Review Account Settings​

In the navigation panel, select "Account Settings" to view and adjust your personal account and application preference options related to this project.

Review Account Settings

Step 3: Configure CDE Connections​

Select "CDE Connections" in the left-hand menu to manage connections to your Common Data Environment providers for the current project workspace.

Configure CDE Connections

Step 4: Manage project-level settings​

Choose "Projects" to review and adjust project-specific configuration options, such as project details and behaviour, from the central settings area.

Manage project-level settings

Step 5: Adjust organisation settings​

Open "Organisation Settings" to review and configure organisation-wide preferences that apply across projects, as exposed within this project’s settings context.

Adjust organisation settings

Step 6: Manage team members​

Click "Team" to view and manage project team membership, including who has access to the project and their associated roles if available.

Manage team members

Step 7: Review invitations​

Select "Invitations" to view and manage outstanding or historical project invitations that have been sent to collaborators.

Review invitations

Step 8: Configure lifecycle types​

Choose "Lifecycle Types" to manage lifecycle configurations used within the project, such as stages or workflows relevant to your delivery process.

Configure lifecycle types

Step 9: Review security settings​

Open "Security" to review and adjust security-related options for the project, such as access controls or authentication-related preferences provided in this section.

Review security settings

Step 10: Adjust notification preferences​

Select "Notifications" to configure your general notification preferences related to this project, such as which updates you receive and how frequently.

Adjust notification preferences

Step 11: Configure project notification rules​

Click "Project Notifications" to fine-tune project-specific notification rules, determining which project events trigger alerts for you or your team.

Configure project notification rules

Step 12: Review billing and plans​

Open "Billing & Plans" to view plan information and billing-related settings associated with the project or organisation, and understand the current subscription level.

Review billing and plans

Last updated: 2026-02-10