Settings Navigation
Settings are organized into categories accessible from the left sidebar:
| Category | Description |
|---|---|
| User Profile | Your personal profile, notifications, and preferences |
| Users & Roles | Manage team members and their permission levels |
| Companies | Configure client companies and their settings |
| Training | Manage courses and learning content |
| Tickets | Configure ticket delivery, display groups, and statuses |
| Compliance Checks | Manage security compliance checks |
| Playbooks | CIS benchmarks and security playbooks |
| External Resources | Links to external documentation and resources |
| Templates | Note templates for meetings and planner items |
| Custom sending domains and email templates | |
| Scoring | Configure which health score dimensions are active |
| Tool Stack | Define tool categories and items for your recommended stack |
| Financial Reporting | Map revenue categories and configure profitability reporting |
| Custom Fields | Create custom data fields for your workflows |
| Integrations | Connect to PSA systems and third-party services |
| Rules | Automation rules (coming soon) |
| Import/Export | Bulk data operations with CSV files |
| Tenant | Organization-wide settings and branding |
| Billing | Subscription and payment management |
Quick Start
Settings Categories
User Management
Users & Roles
Add team members, assign roles, and manage permissions across your organization
Companies
Configure client companies, locations, and company-specific settings
Operations Settings
Ticket Settings
Configure ticket delivery methods, display groups, and allowed statuses
Training Settings
Manage courses, categories, and learning content
Security & Compliance
Compliance Checks
Manage security compliance checks across frameworks
Playbooks
CIS security benchmarks and compliance playbooks
MSP Tools
Scoring
Configure which dimensions factor into client health scores
Tool Stack
Define tool categories and items for your recommended technology stack
Financial Reporting
Map revenue categories and configure the profitability reporting model
Customization
Templates
Create and manage note templates for meetings and tasks
Email Settings
Configure custom sending domains and email templates
External Resources
Manage external documentation and resource links
System Configuration
Integrations
Connect PSA systems like Halo, ConnectWise, Syncro, and more
Import/Export
Bulk import and export data using CSV files
Administration
Tenant Settings
Configure organization-wide settings, domains, and branding
Billing
Manage subscriptions, payment methods, and invoices
Permissions
Access to Settings is controlled by custom roles defined in Users & Roles. Each role can be assigned specific permissions to control access to different settings areas. Common permission patterns include:| Permission Type | Description |
|---|---|
| Full Admin Access | Complete access to all settings including tenant and billing |
| Settings Management | Access to operational settings (tickets, training, compliance) |
| Company Management | Ability to configure company-specific settings |
| User Profile Only | Limited to personal profile settings |
The Primary Admin role always has full access to all settings. Custom roles can be configured with granular permissions in Users & Roles.
Related Resources
- Getting Started - Initial setup and onboarding
- Integrations Guide - Detailed integration setup instructions
- Users & Roles - User management and permissions