> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/administration/account-configuration.md).

# Account 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.

<table data-view="cards"><thead><tr><th>Topic</th><th>Guide</th></tr></thead><tbody><tr><td>General settings</td><td><a href="/spaces/bO5MkvlsUXaVsGsjqKWy/pages/5qQllWT47b7pwccy6Iwz">Settings</a></td></tr><tr><td>Integrations</td><td><a href="/spaces/bO5MkvlsUXaVsGsjqKWy/pages/XMCKsg6OVz2FEV2XT8oT">Connectors</a></td></tr><tr><td>Shared data fields</td><td><a href="/spaces/bO5MkvlsUXaVsGsjqKWy/pages/ITwYCPsF81s3pMGJm4Ey">Custom Fields</a></td></tr></tbody></table>

### 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](/organizations-and-projects/project-settings-and-configuration.md)


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