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Overview

The Settings page is where you configure your account and, if you’re an administrator, your organisation — its teams, members, integrations, and API access.

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Where to find Settings

1

Open the account menu

Click your name and organisation name in the bottom-left corner of the screen.
2

Choose an option

The dropdown includes Help (this documentation), a theme selector (light, dark, or match system), a link to the company website, and Settings.
The account menu

The account menu in the bottom-left corner

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The settings tabs

The Settings tabs

The Settings tabs (admins see all seven)

  • Plan info — your subscription type (monthly/yearly), status, and next renewal date.
  • Manage subscription — opens a secure Stripe billing portal to renew or cancel. On a free trial? See Upgrading from your trial.
  • Email & name — update your personal details.
  • Password & MFA — change your password and manage multi-factor authentication.
Your organisation name and role are typically locked and managed by your admin.
Control which email notifications you receive. A master Enable email notifications switch turns everything on or off, with individual toggles for action assignments, initiative assignments, KPI assignments, and team additions.
Brand your organisation’s workspace by uploading a small logo (used in compact spaces like the sidebar) and a large logo.
Define and manage internal teams. Click Add Team and set its name, initials, and colour (used for visual markers across Ciclo). Assign per-team roles (Admin, Editor, Member), mark one team as your Executive Team (the origin point for strategy cascading), and archive teams you no longer need (archived teams can be restored with one click). See Teams & permissions.
See everyone in your organisation — name, email, creation date, and last login — and change roles if you’re an admin. To add someone, enter their name and email and click Add User; they receive an invitation and can then be assigned to teams. See Inviting your team.
Manage integrations with external platforms to pull in and push out data. See Integrations for app-specific guides.
Generate API keys to export data from Ciclo into external systems — useful for automating reporting, analytics, or BI integrations.
The options above are visible to admin users. If you’re a regular member, you may not see all of them depending on your role.

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Best practices

  • Enable MFA for every account.
  • Delegate admins — let department heads manage their own teams and reports.
  • Keep roles tight — only grant Editor or Admin access where it’s needed.
  • Set an Executive Team to enable structured strategy cascading and better AI analysis.
  • Audit users regularly — remove unused accounts and stale team memberships.

Teams & permissions

Account & login

Inviting your team

Integrations