Configuration

One place for every workspace setting.

Configuration groups every organisation-wide setting into four areas: Workspace, Access, Outbound, and System. This guide maps each card so you always know where a setting lives and which deep guide explains it.

Overview

The Configuration area is the owner and admin home for organisation-wide settings, separate from day-to-day operational pages.

Each card saves on its own, shows a pending-changes bar before you save, and a settings search box at the top finds any setting by keyword.

Before you begin

Sign in with an Owner or Admin account: Configuration is permission-gated.
Have provider identity, roster rhythm, email, and security policy decisions ready.

Recommended setup order

Open Configuration from the navigation.
Use the settings search box to jump straight to a setting by keyword.
Work through each card, saving each section as you go.
Watch the health dots on cards: a dot means that area needs attention.
Use the deep guides for each card when you need field-level detail.

Key fields and settings

Workspace group

Organisation identity plus Rostering rules: the operational foundations of the tenant.

Access group

Outbound group

Email: delivery mode, Reply-To, test sends, and the recent message log.

System group

Security policies and Data Export: governance, retention, sessions, and data downloads.

Section save bar

Each section tracks its own pending changes and saves independently of other sections.

Health dot

A coloured dot on a card that signals the area needs attention, such as incomplete setup.

Best practice

Save each section before moving on: sections do not share one save button.
Use the settings search box instead of hunting through cards.
Complete Organisation and Rostering rules before inviting the wider team.

Common mistakes to avoid

Leaving a section with pending changes and assuming another section's save covered it.
Changing roster period settings after automation is live without reading the lock warnings.
Skipping the Security card until go-live: retention and export policy deserve early decisions.