Settings
Workspace Settings
Configure your company, team structure, workflow rules, billing, and notifications from one place.
Use the setup helper for a guided walkthrough of company setup, hierarchy, notifications, and the main workspace screens.
Billing Timeline
Company Settings (Admin)
Tickets Super Admin Permission
Billing
Your company starts with a 14-day free trial. Add payment details near the end of the trial, not during sign-up.
Invoices
No invoices yet.
Notifications
My Notification Preferences
Display Preferences
Notification Deliveries
My Dashboard
My To-Do Today
New Work Items
Due Today
High Priority
Due This Week
Reports
Platform Admin
Company Overview
Integrations
Notification Channels (Super Admin)
Company Features (Super Admin)
Billing Control Center
Select a company to manage complimentary access.
This preset gives the company free access to all current features and channels. When removed, the previous billing and entitlement setup is restored automatically.
Select a company.
Invoices
Plan Catalog (Super Admin)
Super Admin Edit Permissions
Users
Profiles
Tickets
Company Members
Member Details
Access Notice
User Profile Hierarchy
Profiles
Profile Hierarchy
Hierarchy Map
Task Assignment Rules
Rules
Ticket Visibility Matrix
| Scenario | Can View? | Reason |
|---|---|---|
| Different company | No | Strict company boundary |
| I created the ticket | Yes | Creator always has access |
| I am the assignee | Yes | Assignee always has access |
| I was involved (logs/history) | Yes | Involved users keep visibility |
| My profile is lower than ticket owner profile | No | Hierarchy restriction applies |
| My profile is same/higher than owner profile | Yes | Hierarchy allows visibility |
| Reports drilldown row for restricted ticket | No | Totals visible, restricted ticket details hidden |
Create Work Item
Work Item Actions
Tickets
Ticket Detail
Select a ticket to manage logs and history.
Approval Workflow
Approval stages are optional per ticket.