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Settings Page Overview

Manage your organization's configuration, integrations, billing, security, reporting, and user settings from a single location, with available options depending on your role and permissions

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Written by Katarina Dakic

The Settings page is organized into six fixed sections, each grouping related configuration cards together. This makes it easy to find what you're looking for at a glance, without having to scan the whole page.

Cards visible to manager users depend on feature permissions granted to them by admins.

Tracking

  • Productivity Labeling - Manage your productivity labels on an organization, team and individual level.

  • Tracking Settings - View and configure Insightful Agent settings.

Organization

  • User Management - View and manage user roles in your organization.

  • Utilization Formula(s) - View and manage utilization calculation on organizational level.

  • Organization Profile - View and update basic info about your company.

Reports & Insights

  • Alerts - Manage your notifications related to attendance, security and shift scheduling.

  • Email Reports - Manage your email reports on an organization level.

  • Reports - View and manage office locations and workload in your organization.

  • Custom Times - Configure manual time settings and custom time off types in one place.

Billing

  • Subscriptions - Manage subscription plans and billing status.

  • Invoices - View and download invoices.

  • Billing Address - View and update billing address details.

Integration & System

  • Org Chart - Sync employees and teams from HR systems.

  • Data Warehouse - Configure data warehouse exports.

  • Project Management - Connect and manage project management integrations.

  • Calendar - Connect and manage calendar integration.

Security

  • API Tokens - View, manage and create API Tokens.

  • Audit Logs - View and manage audit logs on an organization level.

  • Privacy - View and change privacy-related settings on an organizational level.

  • Security and Identity - View and configure security-related settings like authentication and SSO.


Search

Use the search bar to navigate to the specific settings card you need more quickly.

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