Settings & Organization
Organization configuration, users, and access.
This section is a work in progress. The outline below shows what it will cover.
What it's for
Settings is where administrators configure the organization — managing users and their access, default behaviors, and module configuration such as approval rules and reporting defaults.
What this section will cover
- Inviting and managing users.
- Setting access and authority limits.
- Configuring approval rules per document type.
- Organization-wide defaults (such as reporting basis).