Organization level settings

As an administrator, you can set up the correct settings at the organization level to manage and organize the application successfully. These settings will apply to all projects in the organization. You can view organization level settings at the project level, depending on your permissions.

Organization level settings include the following:

  • Product settings

    • Module management

    • Template integrations

  • Module settings

    • Module summary

    • Categories

    • Types

    • Classifications

    • Statuses

    • Email-templates

    • Roles

    • User-assignments

    • Inspection and Test Plans

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

Steps

To navigate to Organization settings, go to steps to access organization level settings in Settings overview.