Settings
The Settings section provides access to system configuration, user management, and integration settings.
Administration
Section titled “Administration”Configure system-wide settings and manage users.
- Company Settings - Configure company-wide settings
- Security Groups - Manage security groups and permissions
- User Accounts - Manage user accounts
Data Management
Section titled “Data Management”Configure data integrations and mappings.
- Adapters - Configure data adapters
- Attributes - Manage custom attributes
- Blocks - Configure blocks
- CSV Mapping - Set up CSV import mappings
- Datasets - Manage datasets
- Email Templates - Configure email templates
- External Systems - Connect external systems
- Outbox - View outgoing messages
- Subscriptions - Manage event subscriptions
- Webhooks - Configure webhooks
Task Management
Section titled “Task Management”Configure task workflows and team assignments.
- Workflows - Configure task workflows
- Task Types - Define task types
- Teams - Manage teams
- Labels - Configure labels