Settings
Settings is the firm's administration home. It's where an Organization Admin manages the people, tools, and configuration that the whole firm depends on.
Who can access
What's in Settings
| Area | Purpose | Page |
|---|---|---|
| Users | Invite people and assign roles | Users |
| Integrations | Connect CRM, document storage, surveys, workshops | Integrations |
| Billing | Plan and usage | Billing |
Related firm-level controls live just outside Settings:
- Practices — methodology visibility and Practice Leads (Practices)
- Knowledge Vault — reusable deliverables (Knowledge Vault)
Step by step
- Open Settings from the firm sidebar.
- Use Users to manage people.
- Use Integrations to connect tools.
- Use Billing to review your plan.
Best practices
- Keep the user list current. Remove people who leave; review Org Admins periodically.
- Set integration defaults thoughtfully. Engagements inherit them.