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Manage account, organisation and project settings

Use the Settings page to configure your account, organisation details, billing, teams, projects and notifications in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Settings page​

In the main navigation, select the Settings option to open the Settings page with grouped options for Account, Organisation and Project.

Open the Settings page

Step 2: Review Account settings​

In the Account group, choose Account Settings to view and adjust your personal profile details, preferences and basic account options.

Review Account settings

Step 3: Configure security options​

Still in the Account group, select Security to review sign-in, authentication and other security-related settings for your user account.

Configure security options

Step 4: Adjust account-level notifications​

Select Notifications in the Account group to manage how and when you receive alerts across all projects, such as email or in-app notifications.

Adjust account-level notifications

Step 5: Update organisation details​

In the Organisation group, choose Organisation Settings to edit company information, branding and defaults that apply across all projects.

Update organisation details

Step 6: Manage team membership​

Select Team to review your organisation members, update roles or access levels, and keep the project team list up to date.

Manage team membership

Step 7: Handle invitations​

Choose Invitations to view, send or manage pending project and organisation invitations for new or existing collaborators.

Handle invitations

Step 8: Review billing and plans​

Open Billing & Plans to check your current subscription, Intelligence Unit (IU) usage, invoices and available top-up or upgrade options.

Review billing and plans

Step 9: Manage projects list​

In the Project group, select Projects to create new projects, configure existing ones and see every project in your organisation.

Manage projects list

Choose Document storage links to connect or update Common Data Environment (CDE) links to your organisation's document storage systems.

Configure document storage links

Step 11: Connect third-party apps​

Select App connections to link supported third-party applications and integrations to your projects for smoother workflows.

Connect third-party apps

Step 12: Define trackers and lifecycle types​

Open Trackers to design and manage lifecycle stages and custom status trackers that reflect your project workflows.

Define trackers and lifecycle types

Step 13: Set project-level notifications​

Choose Project Notifications to configure per-project alerts, keeping them separate from your global account notification settings.

Set project-level notifications

Step 14: Access help and onboarding guidance​

In the final group, select Help to view onboarding guidance, tips and support resources related to configuring and using settings.

Access help and onboarding guidance

Last updated: 2026-09-01