> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organisation & admin settings

> Manage your account, notifications, workspace branding, teams, users, connected apps, and API keys from the Settings page.

## 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.

## Where to find Settings

<Steps>
  <Step title="Open the account menu">
    Click your **name and organisation name** in the bottom-left corner of the screen.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

<Frame caption="The account menu in the bottom-left corner">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/settings/account-menu.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=ff6dc04e4b9fb0c8fca2c3abdc0408d8" alt="The account menu" width="770" height="514" data-path="images/settings/account-menu.png" />
</Frame>

## The settings tabs

<Frame caption="The Settings tabs (admins see all seven)">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/settings/tabs.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=7a8c369ac1880f41768b90b9a72fbe36" alt="The Settings tabs" width="1400" height="900" data-path="images/settings/tabs.png" />
</Frame>

<AccordionGroup>
  <Accordion title="1. Account Details" icon="user">
    * **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](/getting-started/upgrading-your-trial).
    * **Email & name** — update your personal details.
    * **Password & MFA** — change your password and manage
      [multi-factor authentication](/getting-started/account-and-login).

    <Note>
      Your organisation name and role are typically locked and managed by your admin.
    </Note>
  </Accordion>

  <Accordion title="2. Notifications" icon="bell">
    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**.
  </Accordion>

  <Accordion title="3. Workspace" icon="image">
    Brand your organisation's workspace by uploading a **small logo** (used in compact
    spaces like the sidebar) and a **large logo**.
  </Accordion>

  <Accordion title="4. Teams" icon="users-rectangle">
    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](/features/teams-and-permissions).
  </Accordion>

  <Accordion title="5. Users" icon="users">
    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](/getting-started/inviting-your-team).
  </Accordion>

  <Accordion title="6. Connected Apps" icon="plug">
    Manage integrations with external platforms to pull in and push out data. See
    [Integrations](/integrations/overview) for app-specific guides.
  </Accordion>

  <Accordion title="7. API Keys" icon="key">
    Generate **API keys** to export data from Ciclo into external systems — useful for
    automating reporting, analytics, or BI integrations.
  </Accordion>
</AccordionGroup>

<Warning>
  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.
</Warning>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Teams & permissions" icon="users-gear" href="/features/teams-and-permissions" />

  <Card title="Account & login" icon="right-to-bracket" href="/getting-started/account-and-login" />

  <Card title="Inviting your team" icon="user-plus" href="/getting-started/inviting-your-team" />

  <Card title="Integrations" icon="plug" href="/integrations/overview" />
</CardGroup>