Settings

The Settings section provides access to system configuration, user management, and integration settings.

Administration

Configure system-wide settings and manage users.

• Company Settings - Configure company-wide settings
• Security Groups - Manage security groups and permissions
• User Accounts - Manage user accounts

Data Management

Configure data integrations and mappings.

• Adapters - Configure data adapters
• Attributes - Manage custom attributes
• Blocks - Configure blocks
• CSV Mapping - Set up CSV import mappings
• Datasets - Manage datasets
• Email Templates - Configure email templates
• External Systems - Connect external systems
• Outbox - View outgoing messages
• Subscriptions - Manage event subscriptions
• Webhooks - Configure webhooks

Task Management

Configure task workflows and team assignments.

• Workflows - Configure task workflows
• Task Types - Define task types
• Teams - Manage teams
• Labels - Configure labels