Find your way around Settings
How Settings are organized into groups and how to open a settings page from the menu or the overview.
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Written By Björn von KänelLast updated 19 days ago
All configuration of your organization lives under Settings.
Who can do this: everyone sees Settings; most pages are only available to tenant administrators or to people with the matching permission.
- Click Settings in the top menu to open the overview. The cards are grouped into General, Users & Permissions, Data, System, Templates, Integrations, Finance and Advanced.
- Or open the Settings drop-down in the top menu and pick a group to jump to a page directly.
- Click a card to open the page. Cards marked Coming soon or Rollout off are visible but cannot be opened yet.
Good to know
- Which cards you see depends on your role and on the modules of your plan.
- See Settings that are not available yet for the sections that are not available yet.
Related articles Invite users · Settings that are not available yet
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