Settings directory¶
Find the configuration page for the feature you want to change.
Needs: Administration
Use this directory when you know what needs changing but are unsure where the control lives. Open Settings, choose the named page and follow the linked chapter for the details. Your menu may differ according to enabled modules and account permissions.
| Setting | What it controls / related help |
|---|---|
| Company Info | Organization identity and contact details; setup |
| App View | Dedicated application shell and appearance; navigation |
| Dashboard | Dashboard presentation defaults; navigation |
| Billing | Rates and billing/payment configuration; time, payments |
| License | Installed license and included features; availability |
| Accounting | Currency, fiscal, tax, accounts and period controls; Accounting setup |
| Projects | Delivery defaults and sprint behavior; projects, sprints |
| Custom Fields | Structured business-specific fields; organization |
| Tags | Shared labels; organization |
| Segments | Saved dynamic audiences; organization |
| Assets & NetBox | Inventory/integration configuration; assets |
| Knowledge Base | Knowledge content and integration settings; knowledge base |
| Merge Records | Duplicate resolution; merge guide |
| Service Catalogue | Shared service definitions; catalogue |
| Registries | Configurable lookup lists; organization |
| Email Intake | Inbound message processing; intake |
| Notifications | Application, email and chat routing; notifications |
| Plans | Customer service terms, discounts and included hours; plans |
| HR Welcome Email | Employee introduction and portal message; self-service |
| HR | Employee settings and approval routing; HR setup |
| Workflow Automation | Classic rules and automation controls; workflows |
| Modules | Feature switches/dependencies; availability |
| Online Booking | Booking Hub and calendar connections; booking |
| Lead Intelligence | Consent, retention and visitor capture; intelligence |
| SLA | Calendars and response/resolution matrix; SLA |
| Security | Authentication and login protections; security |
| Access | Roles and capabilities; access |
| Demo Data | Create and remove registered demonstration records; maintenance |
| Alpha / Beta Feedback | Last menu item in the reviewed staging build; feedback |
Before changing a shared default, check for client or company overrides and workflows that use it. Make a related set of changes together, save and try the affected task with the account that normally carries it out. That confirms the new setting is being used where you expect.