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⚙️ Settings

Who can do this: The Organisation Owner.

Settings is where organisation-wide rules live: My Organisation → Settings, for the organisation owner. They set the defaults for every new plan, and they decide which switches members can change when they create one.

Managers do not see the settings, but they can open the Audit trail that sits next to them. Even in Standby mode, Settings stays available read-only, so your records never become unreachable.

The Organisation tab, with the GDPR data request

The Organisation tab also holds the GDPR Data Request: Download organisation data retrieves a file with your organisation's data.

Rules for plans​

TabWhat you can set
OrganisationThe default language and currency for new members. Members can override them in their own account
Backup plansHow long a plan stays open after access is granted before it closes again, and whether members may create private plans
Continuity plansThe same access timeout, plus the Dead Man Switch defaults: which switch is pre-selected, the default countdown, and whether all enabled switches must run out before access opens

Rules for authentication​

SettingWhat it does
Authentication timeoutHow long an authentication request stays open before it expires
Require authentication for editsMembers must authenticate to edit a plan
Allow plans with no authenticationWhen off, every plan requires authentication
MethodsWhich authentication methods members can choose when they create a plan
ThresholdWhether one method is enough or all methods are required, or whether each plan decides

The Authentication tab

Rules for moderation​

SettingWhat it does
Moderation timeoutHow long a moderation request stays open before it expires
Require moderation for editsPlan moderators must approve edits to a plan
Allow plans with no moderationWhen off, every shared plan needs moderators
Auto-moderator: Organisation OwnerAdds the owner as moderator to every new plan that requires moderation
Approval modeA threshold such as two of three, everyone (unanimous), or decided per plan

The Moderation tab

Emails and notifications​

Choose which emails the organisation sends (for example moderator requests, subscription changes and storage layer alerts) and which events alert members in the app or on their phone. Each member also sets their own e-mails and browser alerts: see Notifications and your profile.

Automation​

The Automation tab lists the automation connections: the cloud identities (GitHub, Google Cloud, AWS or a custom runner) that approved automation can use to reach protected plans.

info

When a switch is locked while you create a plan, a setting on this page decides it. For example, with Allow plans with no authentication off, Require Authentication is locked on for every plan.