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Settings

Configure org preferences, integrations, and security.

Overview

Settings control organization profile, integrations, and security policies. Changes here affect every team.

Document changes so the team understands what shifted and why.

What you’ll do

  • Set org profile, defaults, and time zones.
  • Connect integrations across your stack.
  • Manage security settings like 2FA and SSO.

Best practices

  • Record changes in an internal changelog.
  • Review integrations quarterly.
  • Test critical automations after major changes.

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