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Manage account, organisation and project settings

Use the Settings page to review and adjust account, organisation and project-level configuration in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Settings section​

From the main navigation, open the Settings area to view all available configuration groups for your account, organisation and projects.

Open the Settings section

Step 2: Review grouped settings categories​

On the Settings page, use the left-hand menu to browse grouped categories such as Account, Organisation, Project, Activity Log and Help.

Review grouped settings categories

Step 3: Update account settings​

Select "Account Settings" to review and adjust your personal profile, preferences and other account-level details that apply only to you.

Update account settings

Step 4: Configure security preferences​

Open "Security" to review authentication and security-related options that help protect access to your account and data.

Configure security preferences

Step 5: Manage personal notification preferences​

Choose "Notifications" to configure how and when you receive alerts about activity across your projects and organisation.

Manage personal notification preferences

Step 6: Maintain organisation details and defaults​

Under "Organisation Settings", update company information, branding and defaults that apply across every project in your organisation.

Maintain organisation details and defaults

Step 7: Manage team members​

Open "Team" to review existing team members, their roles and access, and manage how your organisation is structured in the workspace.

Manage team members

Step 8: Oversee invitations​

Use the "Invitations" section to track and manage project invitations, including pending invites and access for new collaborators.

Oversee invitations

Step 9: Review billing and plans​

In "Billing & Plans", review your current subscription, Intelligence Unit usage and payment details, and access options to top up or upgrade.

Review billing and plans

Step 10: Manage projects overview​

Select "Projects" to view and configure projects across your organisation, including creation and high-level configuration options.

Manage projects overview

Open "Document storage links" to manage Common Data Environment connections to your document repositories for project files.

Configure document storage links

Step 12: Connect third-party applications​

In "App connections", connect and manage supported third-party apps and integrations used across your projects.

Connect third-party applications

Step 13: Define project trackers​

Use the "Trackers" section to configure lifecycle types and custom status trackers that match your project workflows.

Define project trackers

Step 14: Adjust project-level notifications​

Open "Project Notifications" to control alerts on a per-project basis, separate from your personal notification preferences.

Adjust project-level notifications

Step 15: Access the activity log​

Use the "Activity Log" entry to open the audit trail for actions taken across projects and review recent activity for compliance or troubleshooting.

Access the activity log

Step 16: Find help and onboarding guidance​

Select "Help" to access onboarding assistance, guidance and support resources from within the Settings area.

Find help and onboarding guidance

Last updated: 2026-07-13