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System Administration overview (what lives where)

System AdministrationFor adminsVerified 18 Sep 20261 min

The tabs

  • General — timezone, login method, and company-wide preferences
  • Workplaces & Branches — your organisation's sites and structure
  • Integration — external app connections and the API
  • Email — templates, alerts, and unsubscribe management
  • Subscription — plan usage and limits
  • Security — MFA and access policies
  • Templates — task-list and checklist templates
  • Notifications — alert preferences
  • Archives — restoring deleted records

Form, sub-form, audit, and online-training template builders live under their own modules (Forms & Audits, Human Resources) rather than here, even though the screens are reached via Templates.

Walkthrough video

Every step above, performed once in a demo organisation.

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System AdministrationCompany timezone & login methodHow to set your company's timezone and preferred login method from the General settings tab.Read guideSystem AdministrationConnecting external app integrationsHow to connect, configure, pause, or disconnect an external app integration, and check its logs.Read guideSystem AdministrationCustomising email templatesHow to customise the External Parties and User Invitation email templates, including placeholders.Read guide