Settings Overview
An introduction to the Settings page — how to navigate it, what each tab contains, and which roles can access each tab.
Last updated: Jun 30, 2026
The Settings page is your organization's central configuration area. It is divided into tabs, each covering a distinct area of configuration. The tabs you see depend on your role and the permissions assigned to your account.
Navigating to Settings
Click Settings in the left sidebar (the gear icon near the bottom). The page opens on the General tab by default.
Tabs at a glance
| Tab | What it configures | Who can see it |
|---|---|---|
| General | Branding, organization name, team members | Users with any settings permission |
| User Approval Levels | Approval level hierarchy and price thresholds | Users with Manage Settings permission |
| Request Types | Request type categories used on the request form | Users with Manage Settings permission |
| Request Custom Fields | Custom fields added to the discount request form | Users with the Custom Fields permission |
| Subscription | Plan details, seats, payment methods, billing history | Users with Manage Billing permission |
| API | API key generation and revocation | Organization owner only |
Navigating between tabs
Click any tab name at the top of the Settings page to switch to it. Each tab is a separate page — the URL updates when you switch tabs, so you can link directly to a specific tab.