Settings
Configure organization behavior, access controls, and security defaults.
Settings define who can do what, how your workspace behaves, and how risk is managed across teams.
Settings objectives
These objectives help you keep governance practical and enforceable.
- Role permissions match real responsibilities.
- Security settings reduce unauthorized access risk.
- Notification rules prioritize actionable signals.
Settings domains
Review and maintain each domain on a fixed schedule.
Manage workspace profile values and shared defaults used across modules.
Assign membership roles and review invitation lifecycle hygiene.
Apply authentication hardening and account protection controls.
Tune alerts by severity so your team sees signal instead of noise.
Keep user profile and communication preferences current.
Change-control workflow
Use this process for high-impact settings changes.
Governance rule
Role scope should remain intentionally narrow by default.
Least privilege first
Keep role permissions minimal and expand only when a documented operational requirement exists.
Next steps
- Use Admin users and roles for platform-level governance.
- Use Upgrade for plan capability changes.
- Use Troubleshooting after risky changes.
Last updated on