Settings for administrators

12 Docs

Risk automation

Last Updated: October 24, 2026

Set the one percentile at which risk rules on this site state comparable past finishes and the usual wait of a handoff.

AI investigation settings

Last Updated: October 24, 2026

Turn AI investigation on or off for the site, set its daily and monthly caps in US dollars, and follow what it has spent.

Governance

Last Updated: October 24, 2026

Set the site rules for boards a template governs: which boards they bind, who approves a template and what a board owner may change.

Error reports

Last Updated: October 24, 2026

Decide whether this site sends error reports to the vendor, read exactly what a report holds, and turn reports on or off.

Support and diagnostics

Last Updated: October 24, 2026

Run the installation's own checks, then build a redacted support bundle to attach to a ticket through Get Help.

Data retention and deletion

Last Updated: October 24, 2026

Choose how long imported status history is kept, read what the nightly sweep removed, and delete all app data for the site.

Permissions and access

Last Updated: October 24, 2026

Decide who may create a board on the site, and see every board with the grants that decide what people do with it.

Audit trail

Last Updated: October 24, 2026

See who changed what through Advanced Boards in the last 90 days, with the outcome and the reason they gave.

A job’s page and why it failed

Last Updated: October 24, 2026

Open one background job's page in Administration, cancel, resume or import again, and find what to do about each failure reason.

Imports and jobs

Last Updated: October 24, 2026

Follow every import, refresh, forecast and export the app runs on the site, open a job's record, and cancel, resume or import again.

Operational health and pausing changes

Last Updated: October 24, 2026

Check the app version, background work and storage on the site, and pause every change for everyone while you need to.

Administration overview and license

Last Updated: October 24, 2026

Open Administration to see what needs attention on the site, the license and edition, how fresh the data is, the jobs, and where each setting lives.