How do I access the Configuration and Settings section? #

You can typically find the “Configuration” (gear ⚙️ shaped) option in the main navigation bar.

What is the Configuration section for? #

This section allows you to customize various aspects of your account and tailor the platform to your organization’s needs.

Here’s a preview of the Configuration menu section:

We’ll be covering the following areas:

1. Workspace Settings: Configure your organization’s branding and manage users
2. Billing: Handle your billing and quota information.
3. Templates: Configure email invitations and test instructions.
4. Integration: Manage your integrations and access API documentation (coming soon).

Each section will have its own detailed page.

Are the changes made in this applied to everyone in the organization? #

Yes, the changes you make in the Configuration section are applied to everyone in your organization and will remain in effect until modified.