Admin Settings Overview

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

Account and organization

• Profile: name, email, profile photo, 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: the standard roles are Admin, Supervisor / Planner, Technician, Inventory Manager, Viewer, Requester, and Contractor. Create a custom role only for a clear access pattern that does not fit.
• Billing: plan, technicians, usage, invoices, and payment method. Plan changes are non-destructive, but they can change limits and feature access.

Workflows and reporting

• Notifications: per-user controls plus org-wide defaults for mentions and assignments (real time), digests (daily morning summary), and system alerts (security, billing).
• Reports: schedule recurring report emails and configure the header, cover page, and distribution list.
• Templates: reusable starting points for work orders and PMs, the simplest way to enforce data quality at scale. See Templates.
• AI provider: the default is the Rivolq-managed pool; customers with their own API key can plug in directly. This affects cost attribution, not behavior.
• Integrations: native connectors for ERPs, accounting, IoT platforms, and ticketing systems.

Security and data

• OAuth apps: third-party integrations and API keys. Generate scoped tokens, revoke them when staff leave, and watch usage.
• Audit log: every consequential action, time-stamped and attributed, searchable and exportable.
• Security: MFA enforcement, session timeout, IP allowlists, SAML-based SSO, and domain verification, which locks signup to your email domain.
• Data and privacy: GDPR and CCPA tools for export, deletion, and retention; daily automated backups, with enterprise retention handled by contract; and storage controls such as recycle-bin windows and attachment retention. See Recycle bin and undo.

What lives elsewhere

Per-facility configuration (zones, working hours, currency) is on the facility detail page. Per-asset PM defaults live on the asset's PM tab. Per-user shortcuts are in the keyboard-shortcut overlay, opened with the question mark key.