Managing Personal and Organization Settings

The Admin Settings area provides access to personal account options, organization configuration, and support resources through a structured navigation panel.

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Click Settings to open your account and organization configuration.

Use this panel to navigate between your personal and organization settings.

Switch to Account settings to manage your login details and account preferences.

Open General to manage your organization's settings.

Open Team settings to manage the members of your organization.

Open Plans & Billing to manage your subscription and payment details.

Open Usage to see how much of your organization's allowance you've used.

Open Codebase to manage your organization's codebase configuration and integrations.

Open Connected Products to manage integrations and linked tools for your organization.

Open Organizations to manage settings outside your current active workspace.

Open Help & Support to access documentation or contact support.

Click Settings to open your account and organization configuration.1/12

After selecting Settings from the main sidebar, a secondary navigation panel appears on the left side of the settings area. This panel organizes all available settings into four categories, each with its own section heading.

Personal

Profile: Opens your personal profile page where you can edit your first name, last name, and view your associated email address. Your name appears across the workspace wherever your identity is displayed.

Account: Provides access to account-level settings related to your individual user account.

Active Organization

General: Contains general configuration options for the currently active organization.

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Open General to manage your organization's settings.

Team: Manages team-related settings, including member management and team structure.

Plans & Billing: Handles subscription plans, payment methods, and billing information for the organization.

Usage: Displays usage statistics and consumption data for the organization.

Codebase: Configures codebase connections and related integration settings.

Connected Products (Beta): Links your software login so that HappySupport can update your screenshots automatically. This feature is currently in beta.