Settings

Settings Overview

Configure Propivix to match your organization's needs. Access settings from the gear icon in the sidebar.

Settings Categories

Organization Settings

Configure your organization profile:

• Company information
• Branding and logo
• Contact details
• Default settings

Manage Organization Settings

User Profile

Manage your personal settings:

• Name and email
• Password
• Notification preferences
• Display preferences

Team Management

Manage your team:

• Invite team members
• Assign roles
• Remove access
• View activity

Learn about Team Roles

Integrations

Connect external tools:

• Email notifications
• Calendar sync
• CRM connections
• Export integrations

Configure Integrations

Approval Workflows

Set up approval processes:

• Default approvers
• Approval levels
• Notification settings

Configure Approvals

Variables

Manage template variables:

• Organization variables
• Custom variables
• Default values

Learn about Variables

Accessing Settings

From Dashboard

1. Click the Settings icon in the sidebar
2. Or click your profile menu
3. Select Settings

Quick Access

Use keyboard shortcut:

• Press Ctrl + , (Windows/Linux)
• Press Cmd + , (Mac)

Permission Requirements

Different settings require different permissions:

Setting	Required Role
Your profile	Any role
Notification preferences	Any role
Team management	Admin
Organization settings	Admin
Integrations	Admin
Approval workflows	Admin

Common Tasks

Update Company Information

1. Go to Settings > Organization
2. Edit company details
3. Upload logo
4. Save changes

Change Your Password

1. Go to Settings > Profile
2. Click Change Password
3. Enter current password
4. Enter new password
5. Confirm and save

Manage Notifications

1. Go to Settings > Notifications
2. Toggle notification types
3. Set email frequency
4. Choose in-app preferences

Invite Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter email and role
4. Send invitation

Best Practices

Initial Setup

1. Complete organization profile first
2. Upload company logo
3. Set default variables
4. Configure approval workflows
5. Then invite team members

Regular Maintenance

1. Review team access quarterly
2. Update company info when it changes
3. Check integration connections
4. Refresh API keys as needed

Security

1. Use strong passwords
2. Review active sessions
3. Remove inactive users
4. Monitor admin actions

Next Steps

• Configure organization settings
• Set up integrations
• Manage team roles