Admin Settings Overview

This is a tour of the Settings tabs and what lives where.

Account and organization

• Profile: name, email, time zone, notification preferences, MFA enrollment, password change, and the Restart product tour button.
• Organization: org name, logo, default time zone, and locale. The logo appears on exported reports and PDFs.
• Facilities: physical sites, with per-facility defaults for working hours, time zone, and currency.
• Team: invite, deactivate, or change roles, and manage SSO group-to-role mappings.
• Roles: custom role definitions, each a set of permissions and scope.
• Billing: plan, seats, usage, invoices, and payment method. Annual plans are 20% cheaper than monthly.

Workflows and data

• Notifications, Reports, Templates, AI provider, and OAuth apps for integrations and API keys.
• Audit log: every consequential action, time-stamped, searchable, and exportable.
• Security: MFA enforcement, session timeout, IP allowlists, SSO (SAML/OIDC), and domain verification.
• Data and privacy: GDPR/CCPA tools, daily backups with 30-day default retention, and field-level encryption on Enterprise.
• Integrations and Appearance round out the tabs.

Some settings live elsewhere: per-facility configs on the facility page, per-asset PM defaults on the asset PM tab, and shortcuts via the keyboard overlay.