Settings Overview

Organization and project level settings provide the structure necessary to manage the application successfully.

At the Organization level, you can manage the following:

• Product Settings – Module management and template integrations.

• Module settings – Manage individual module settings and configurations.

At the Project level, you can do the following:

• View Product, Template integration and Module settings configured at the organization level.

• View and manage Roles, User assignments, and Project settings.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform, an admin role in the assigned module or modules, or an assignment to the root organization based on permission configuration.

• There are other ways to navigate to the organization or project level settings not mentioned in this document.

Steps

Access organization level settings

1. From the Main menu, go to organization > Settings. The organization General Settings page opens.

2. Click the Compliance or Completions icon on the left navigation menu. The settings page opens to the Product Settings tab.

3. You can click the Module Settings tab to open the module tiles page. Click a module to open its settings.

Access project level settings

1. From the project's home page, click Settings on the left navigation menu, and then the Compliance or Completions icon. The settings page opens to the Product Settings tab. In the Product Settings tab, you can view Module management and Template integration settings configured at the organization level.

2. Click the Module Settings tab to open the module tiles page.

3. Click a module to open its settings. The Module settings page opens. You can manage roles, user assignments, and project settings.

4. Click the Project Settings tab to open the Project Settings page.