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Manage account, organisation and project settings

Use the Settings page to manage your personal account, organisation configuration, projects, notifications, billing, connections and help.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Settings page​

From the main navigation, open the Settings section to see grouped options for Account, Organisation, Project, activity and help.

Open the Settings page

Step 2: Review Account settings​

In the Account group, select Account Settings to review your personal profile, preferences and account-level configuration.

Review Account settings

Step 3: Configure security options​

Still in the Account group, choose Security to review and adjust security-related options for your user account.

Configure security options

Step 4: Adjust personal notifications​

Select Notifications to choose how and when you receive alerts at account level, independent of per-project notification rules.

Adjust personal notifications

Step 5: Update organisation settings​

In the Organisation group, open Organisation Settings to manage company details, branding and organisation-wide defaults applied to all projects.

Update organisation settings

Step 6: Manage your team​

Choose Team to view and manage team members, roles and collaboration settings across your organisation.

Manage your team

Step 7: Handle invitations​

Open Invitations to review, send or manage project invitations for colleagues and external partners.

Handle invitations

Step 8: Review billing and plans​

Select Billing & Plans to see your current plan, view Intelligence Unit usage and manage billing, top-ups or upgrades.

Review billing and plans

Step 9: Manage projects​

In the Project group, choose Projects to create new projects, configure existing ones and view all projects across your organisation.

Manage projects

Select Document system links to connect and manage Common Data Environment integrations with your document repositories.

Link document systems

Step 11: Configure app connections​

Open App connections to connect, review or disconnect third-party apps and integrations used by your projects.

Configure app connections

Step 12: Define trackers and lifecycle types​

Choose Trackers to define and manage custom lifecycle stages and status trackers that support your project workflows.

Define trackers and lifecycle types

Step 13: Set project-level notifications​

Open Project Notifications to configure alerts at project level, separate from your personal notification preferences.

Set project-level notifications

Step 14: View the activity log​

From the ungrouped items, select Activity Log to access the audit trail of actions taken across your projects, if enabled.

View the activity log

Step 15: Access help and onboarding resources​

Choose Help to view onboarding guidance, help content and support information for using the application effectively.

Access help and onboarding resources

Last updated: 2026-06-28