Admin self-service: brand, notifications, users, organization and team quotas
The tenant administrator configures, from the UI, the brand (white-label), notification preferences, resending/removing users, the organization time zone and language, and team quotas, with no need for support.
Settings screens that change tenant data are restricted to administrators (manage-settings permission). Non-administrators still see the screens, but write controls are hidden or disabled, with the note "Only administrators can change these settings".
Brand (white-label)
In Settings → Brand you set the product name, the logo (paste a public URL or upload a file up to 2 MB) and the primary interface color. Changes apply across the whole organization; reload to see them everywhere in the app.
Notification preferences
In Settings → Notification preferences, each user chooses, per category (mentions, tasks, approvals, deals, contracts, governance, team, system) and per channel (in-app / email), what to receive. Everything is on by default; uncheck to stop receiving.
Users: resend invite and remove
- In Settings → Users, use "Resend invite" to generate a new temporary password and resend the invite email to the member.
- Use "Remove" to unlink the member from the tenant. An administrator cannot remove (or demote) the LAST active administrator, so the tenant is never left without an admin.
Organization: time zone and language
In Settings → Organization you rename the organization and set the tenant's default time zone and language. The time zone is then used by date formatters.
Team quotas
In Settings → Targets, choose the "Team" target to create a quota whose attainment sums the won opportunities of every team member. The attainment ranking shows each target (by owner, team or company) with its own percentage.