The Settings section offers options for customizing branding, managing global task types and custom fields, assigning roles and permissions, and controlling user access. It also includes tools for data import/export, API key management, and billing and subscription management.
1. Branding: This is where you personalize your company identity by uploading your company logo, and defining the company name. It is possible to select the colors of the logos and fill the image files in such format as png, jpeg, gif, and jpg.
2. Global Custom Fields: The Global Custom Fields feature will be added as a custom field that will be used in all projects. You are able to specify the field name, description and type of the field. The fields aid in standardization of data collection in different tasks, where one can even edit or delete them.
3. Global Task Type: Establish various types of tasks of your projects to simplify the process of tracking, planning, and completion. Regardless of whether you have a particular type of issues or project stages, you can quickly create additional types of tasks, name them and control them effectively.
4. Roles and Permissions: Create user roles, such as default user roles such as Super Admin and User. You are able to attribute varying access permissions, including the right to make projects, alter branding or to administer users. Customizable permissions of specific tasks may be created, creating new roles.
5. Manage Users: This is the option that allows you to manage team members: invite them to a project and assign a role. You may use a name or email search and invite users with the desired position to work together on tasks.
6. Import/Export: Import the project data inputted in the CSV format such as tasks, users, and statuses. It provides you with the ability to map the CSV fields to project fields so that the data is accurate. And you are also able to save your project data to be backed up or migrated.
7. API Keys: API key generation to be able to integrate with outside tools and products. The important creation process involves the giving of a key name, the key secret key and its management. It is also possible to remove API keys when they are not required anymore to protect the security.
8. Billing: It gives you a real view of your payment status giving you the ability to manage your plan and view billing invoices with ease.
