Settings and Configuration

Settings control tenant information, notifications, administrator access, integrations, archive storage, billing information, and configuration lists.

Settings are usually limited to super admins or MSP users with the right access.

Tenant Settings

Open Settings, then General.

Tenant settings can include:

• Account owner.
• Company name.
• Company domain.
• Primary contact.
• Offboarding notification recipients.
• Onboarding notification recipients.
• Offboard reminder status.
• Reminder delta in days.
• Tenant admins.

Separate multiple notification recipients with a semicolon.

Use Save after making changes. Use Reset to return the form to the last saved version.

Tenant Admins

The Tenant Admins table shows administrator email, first name, last name, and role.

Use Search to find administrators by email. Use Add Admin to create a new administrator.

Administrator roles include:

• Admin.
• Super Admin.

Selecting an administrator lets authorized users update profile details or role, reset password, reset MFA, or delete the user.

MSP Settings

MSP users may have a separate settings area for the MSP account.

MSP settings can include:

• Company name.
• Company domain.
• Billing portal login email.
• Monthly ledger notification recipients.
• MSP administrators.
• Client-specific admin management from the client rail.

Use Launch Billing Portal to open the billing portal when available.

Integrations

Open Settings, then Integrations.

The integration screen shows the connected environment and authentication status.

For Microsoft 365 tenants, integration settings can include:

• Tenant ID.
• Client ID.
• Client secret.
• Test connection.
• Save and Connect after a successful test.

For Google Workspace tenants, integration settings can include:

• Client email.
• Client ID.
• Private key ID.
• Private key.
• Project ID.
• Type.
• User email.
• Test connection.
• Save after a successful test.

If credentials are missing or invalid, follow the setup guide linked from the integration screen.

Archive Storage

Open Settings, then Archive Storage.

Archive storage settings include separate storage credentials for Drive and Email archives. Each section shows whether it is connected.

Archive storage can include:

• Drive account name.
• Drive account key.
• Email account name.
• Email account key.
• Retest.
• Submit.

Both Drive and Email must be connected for the full archive workspace to be available.

Asset Configuration

Open Assets, then Configure.

Asset configuration manages the metadata used by inventory, reports, dropdowns, and lifecycle views:

• Categories.
• Labels.
• Locations.
• Manufacturers.
• Models.
• Statuses.
• Suppliers.

Use Add to create a new value. Select an existing value to inspect or edit it.