Use the Settings dashboard and navigation, and see which Settings pages each kind of user can open and change.
Settings holds your organisation's configuration and your own account pages. What you see depends on who you are. An organisation Admin sees every page. Everyone else sees only the pages they can use, and each page they open shows its own title.
Product location: /settings. Open Overview in Settings.
Open Settings in the main navigation. The first entry, Overview, opens the Settings Dashboard. The other entries appear in this order when you are allowed to use them:
Navigation entry | Pages under it |
|---|---|
User Management | All Users, SSO Configuration |
Roles & Permissions | Roles, User Groups |
Billing & Payments | Subscription Overview, Change Plan, Payment Methods, Invoices, Usage |
Branding | Logo, brand colours and email footer |
Document Layouts | Layout Fonts |
Link mobile app | A QR code that sets up the mobile app |
Date & Time | The organisation's default time zone and date format |
Knowledge Hub | Sources, AI Discovery |
Document Properties | Values used when documents are generated |
Integrations | Connections to other services |
Security | Security Settings, Credentials |
Notifications | All Notifications, Dashboard, Notification Defaults, My Preferences, Webhooks |
Data Export, Audit Trail, API Activity, Account Deletion | Organisation data and history |
My Account | Change Password, Account Security, and your profile |
You can also reach your own pages from the user menu at the top of the screen. Sources opens the organisation's knowledge sources, which are described in Connect and monitor knowledge sources.
The company profile, including the company name, industry and address, is kept with your organisation's company knowledge rather than in Settings. Edit Details on the dashboard and the Company Profile shortcut both open it. Only an Admin can change it. See Maintain organisation profile and facts.
Product location: /settings. Open Overview in Settings.
The Settings Dashboard summarises the organisation. It shows only the panels you are allowed to load, so an Admin sees more than other users.
Panel | What it shows | Who sees it |
|---|---|---|
Active Users | The number of user accounts in the organisation. | Admins and people with |
Storage Used, License Status | The share of your plan's storage in use, and the subscription status, with the same wording as the billing pages. | Admins and Billing Managers |
System Health | Excellent when all of the dashboard's figures loaded, or Degraded when some of them could not be loaded. | Everyone |
Recent Activity | The five latest entries in the organisation's API activity: who acted, what they did and how long ago. View All Users opens User Management. | Admins |
Company Information | Company Name, Industry and Location, and Employees when it is recorded. Edit Details opens the company profile. | Everyone |
Quick Access | Shortcuts to the pages you can use, from User Management, Company Profile, Billing, Security, Integrations, Branding and Knowledge Base. | Everyone, with only their own shortcuts |
Subscription Status | Your plan, Status, Renewal Date, Users and Storage against your limits, with User Licenses and Storage bars. Manage Plan opens billing. | Admins and Billing Managers |
Storage Breakdown | Used Storage against Available storage, as percentages. | Admins and Billing Managers |
System Notifications | Notices about the service for your organisation, or No system notifications. | Everyone |
The dashboard reads the same data as the pages it links to. To change something, open that page. The dashboard itself saves nothing.
Product location: /settings. Open Overview in Settings.
"Admin" means a user whose Role Assignment on their user page is Admin. Permissions such as users:manage come from roles. You grant a role directly on a user's page, or through a user group. See Create roles and choose their permissions. Billing Manager is a platform role that you assign on a user's page under Platform Roles.
Page | Who can open it | Who can change it |
|---|---|---|
Overview | Everyone | Nothing to change |
All Users and a user's page | Admins and people with | The same people |
SSO Configuration | Admins | Admins |
Roles, User Groups | Admins | Admins |
Billing & Payments pages | Admins and Billing Managers | The same people |
Branding | Admins | Admins |
Document Layouts, Layout Fonts | Admins and people with | The same people |
Link mobile app | Admins | Not applicable |
Date & Time | Admins | Admins |
AI Discovery | Admins and people with | The same people |
Document Properties | Everyone (read-only) | Admins |
Integrations | Everyone | Everyone can register interest. Google Drive sources need the Quality (QMS) module and the QMS Manage settings permission. |
Security Settings | Admins | Admins |
Credentials | Everyone, for their own signing credentials | Each person, for their own |
All Notifications, My Preferences | Everyone, for their own notifications | Each person, for their own |
Notifications Dashboard, Notification Defaults, Webhooks | Admins | Admins |
Data Export, Audit Trail, API Activity, Account Deletion | Admins | Admins |
My Account pages | Everyone, for their own account | Each person, for their own |
The account class also matters. People with a training-only account see only their own account and notification pages. People still waiting for a seat see only their own account pages. See Manage seats and account classes.
While the organisation setup wizard is unfinished, an Admin who opens Settings is taken to the wizard first. Other users go straight to Settings. See Set up your organisation.
Product location: /settings. Open Overview in Settings.
Suppose your quality manager, Priya, onboards new colleagues, and your finance officer, Tom, pays the invoices. Neither of them should be an Admin.
Open Roles & Permissions, then Roles, and create a role such as "People administrator" with the users:manage permission.
Open All Users, open Priya's page and give her that role. Priya now sees User Management and can invite, edit and disable users. She does not see SSO Configuration or Roles & Permissions, and she cannot change organisation policies.
Open Tom's page and give him the Billing Manager platform role. Tom now sees Billing & Payments and the subscription panels on the dashboard, and nothing else in Settings that he did not have before.
Both changes take effect within seconds.
