Advanced Settings

Open Settings from the sidebar to manage your organisation and the client organisations you work with. What you can change depends on your role and permissions.

Organisation preferences

Organisation administrators can update profile and operating defaults, including the organisation logo and contact details, website, locale, currency, and address.

Three settings directly affect project planning:

Setting	Effect
Top-Level Project Label	Chooses whether master projects are called Campaigns, Programmes, Initiatives, Engagements, Workstreams, or Project Groups throughout the app.
Daily capacity	Sets working hours per person per day for capacity planning and overload warnings. Values are kept between 1 and 24 hours; the default is 7.5.
Allow direct project creation	Lets users with project-create access create a draft project without first generating a brief and resource plan.

When direct creation is enabled, + New → New project offers Brief Builder and an empty-project path. When it is disabled, the same action opens Brief Builder directly. See Creating Projects.

Settings also contains the organisation’s base rate-card roles, user cost/rate assignments, and client-specific rate cards. See Rate Cards for the planning model.

Administrators can also review the organisation’s AI usage and costs, choose which models internal AI features use, and configure provider API keys. See AI Usage & Model Settings.

Client organisations

The client list shows every client organisation along with key details and how many users it has.

Viewing your clients

Each client in the list shows its name, status, contact details (email, phone, and address), and a count of registered users. Status badges make it easy to see which clients are active, inactive, or pending at a glance.

Editing a client organisation

You can edit a client organisation’s details, but only when it’s a client you set up and that nobody from the client side has joined yet. The page shows a clear indicator and an Edit button for clients that qualify.

A client is editable when both of these are true:

• It has no registered users.
• It was created by someone from your organisation, not by a member of the client organisation.

When you edit, a form opens pre-filled with the current values. You can update the organisation name (required), email, phone, address, city, and country, then Save or Cancel.

Why some clients can’t be edited

Situation	Editable?
You created the client and no one from it has joined.	Yes: you set it up on their behalf.
Someone from the client organisation has signed up.	No: they now manage their own profile.
The client relationship was created by a member of the client.	No: it’s self-managed from the start.

This protects a client’s profile once they start managing it themselves.

Deleting client data

When an engagement ends, you can clean up a client’s data from the danger zone on the edit client page. Two options are available:

Option	What it removes
Projects, jobs, and assets only	Clears engagement data but keeps the client organisation and its files.
Delete everything	Removes the client organisation, the relationship, and organisation-level assets in addition to the engagement data.

Caution

Deleting client data is permanent. To guard against accidents, you must type the client’s name (or DELETE) to confirm before the action is enabled.

Once the purge runs, a summary shows what was removed and whether the client organisation itself was kept. You’ll only be returned to Settings if the client relationship was removed; otherwise the page stays open and refreshes the list.