Administration and Company Settings Overview
Current scope of company settings, platform administration, entitlement sets and RBAC management.
Current scope of company settings, platform administration, entitlement sets and RBAC management.
Invitations, user limits, RBAC overrides, record history and administrator troubleshooting.
Company context, group access, shared user accounts and record scopes.
Effective modules, group entitlement sets, presets, limits and validity.
Rules for inviting, removing, and leaving group admins, transferring ownership, and deleting a holding group.
KPI history, administration audit records and ways to investigate changes.
Unit OKR submission, states, active-ancestor approval authority and troubleshooting.
Manage company information, branding, company periods and the KPI success criteria template.
Super Admin platform settings — e-mail server, sign-in, AI, observability, retention, product behavior and nightly jobs.
How to invite, manage, suspend, and permanently remove users in COS — Admin panel user management guide.