Administration & Settings

Roles, team members, org settings, custom data, the activity log, billing and your own account.

User roles & permissions

Who can see and do what.

Add your team and set their access.

Branding, contact info, and defaults.

Track the extra details your organisation cares about.

Who changed what, and when.

Understand your current plan and limits.

Name, photo, password, Microsoft sign-in and 2FA.

What's deleted, what has to be handed on first, and the 14-day grace period.