Account Configuration
Manage account-wide settings, connectors, and shared configuration.
Overview
Account Configuration manages settings that affect the full Account.
Most actions require Account Admin (or Owner) permissions.
Key Concepts
Account settings: defaults applied across Organizations and Projects
Shared configuration: reusable definitions, such as custom fields
Connector: configured integration to an external system
How It’s Used
Use Account Configuration during initial rollout and governance changes.
Use it to standardize fields, defaults, and integrations across Projects.
Benefits
More consistent delivery workflows across Projects
Cleaner reporting through stable dimensions and field meanings
Lower operational risk through centralized integration management
Setup Steps
Use the key pages below based on the goal.
General settings
Integrations
Shared data fields
Best Practices
Assign a named owner for Account-level configuration.
Document status meanings and field definitions in a shared SOP.
Validate reporting impact before changing shared fields.
Review configuration quarterly to remove unused definitions.
Summary
Account Configuration standardizes defaults, shared fields, and integrations across the Account.
Related: Project Settings and Configuration
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