/settings.
Navigating Settings
Settings uses a left-hand navigation rail split into two groups:- Personal — settings scoped to your own account, such as your profile, security, and preferences.
- Organisation — settings that affect everyone in your organisation, such as users, automation, and billing.
The rail is permission-aware: sections you don’t have permission to view are hidden, not greyed out. Organisation sections require manager or admin access, and some (Portal & Domain, Single Sign-On) also require a Business or Enterprise plan. If you’re expecting a section and it’s missing, contact your organisation administrator.
Personal
Settings scoped to you. See Personal Settings for the full detail.Organisation
Settings that affect your whole organisation.Related
- Bulk Importing Data — import accounts, sites, connections, and more in bulk
- Imports — the Imports page reference and status meanings
- Notifications — the in-app notifications drawer