Settings Overview
The Settings area is the central location for configuring and customizing how Business Outcomes works for your organization. Settings are available at both the Global level, where organization-wide configurations are managed, and the Business Outcomes Dashboard level, where dashboard-specific settings can be configured.
With Settings, you can:
- Configure organization-wide (Global) settings.
- Manage Business Outcomes Dashboard settings.
- Customize fields and organization-specific labels.
- Create and manage tags for categorizing work.
- Adjust platform preferences and feature options.
- Manage notifications and communication settings.
- Restore archived or deleted content.
- Configure Financials settings (if enabled).
- Control how information is displayed across the platform.
- Standardize settings to support consistent reporting and workflows across teams.
The Settings area provides administrators with the tools to tailor Business Outcomes to their organization's needs while maintaining consistency, improving usability, and supporting effective governance across the platform.
Important: Changes made to Global Settings affect your entire organization, while changes made to Business Outcomes Dashboard Settings affect the selected dashboard. Company Admins should review changes carefully before updating or removing shared configurations.
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