The Settings page, at a glance
Where every company-wide setting lives.
For: Owners & admins · Category: Company setup (owners)
Settings is the owner/admin control centre. It is organised into tabs: Company, Integrations, Approval Workflow, Offboarding, Billing and Branding. The Company tab also holds office location, working hours, whistleblower reviewers, data export and sign-out.
Steps
- Open Settings - Choose Settings from your account menu in the sidebar.
- Company tab - Edit your name and country, copy your company link, set the Staff ID format, notification preferences, office location and working hours.
- Integrations & Workflow tabs - Connect tools and build multi-step approval chains (see their own guides).
- Offboarding tab - Configure the standard offboarding checklist template used when employees leave.
- Billing tab - View your current plan, upgrade or downgrade, buy storage add-ons, and manage your subscription.
- Branding tab - Upload your logo and set your brand colour.
Tips
- Settings is limited to owners and admins; other roles do not see it.