Admin Settings and Organization Management

MONTON’s administrative settings provide comprehensive tools for managing organization-wide configurations, user permissions, system settings, and organizational preferences. These settings are exclusively available to users with ADMIN role permissions.

Admin Settings Overview

Administrative Capabilities

Organization Configuration: Company details and preferences
User Management: Organization-wide user administration
System Settings: Application configuration and preferences
Security Settings: Organization security policies
Integration Management: Third-party service configurations
Billing and Subscription: Organization billing management

Access Requirements

ADMIN Role Only: All administrative settings require ADMIN user role permissions. Other user roles cannot access or modify these settings.

Accessing Admin Settings

Primary access methods:

Admin > Settings: Direct navigation from sidebar menu
Organization menu: Access through organization dropdown
User profile: Admin options in user profile menu

Admin Dashboard

Administrative overview:

Organization health: System status and health indicators
User activity: Recent user activity and statistics
System alerts: Important system notifications
Quick actions: Common administrative tasks
Usage statistics: Organization usage metrics

Organization Configuration

Basic Organization Information

Company Details

Organization profile settings:

Organization name: Official company or organization name
Display name: How the organization appears in the interface
Description: Organization description and purpose
Industry: Business industry or sector
Organization type: Business type classification
Website: Official organization website URL

Contact Information

Organization contact details:

Primary address: Main business address
Phone number: Primary contact phone number
Email address: Official organization email
Tax identification: Tax ID or business registration numbers
Legal information: Legal entity details and registration

Branding and Appearance

Visual organization identity:

Organization logo: Upload and manage organization logo
Color scheme: Customize organization color themes
Favicon: Custom browser icon
Email templates: Branded email template customization
Document templates: Branded document and report templates

Regional and Localization Settings

Currency Configuration

Financial settings:

Primary currency: Organization’s main currency
Multi-currency support: Enable multiple currency handling
Exchange rate settings: Automatic or manual rate updates
Currency display: How currencies are formatted and displayed
Default rates: Standard exchange rates for calculations

Date and Time Settings

Temporal configuration:

Time zone: Organization’s primary time zone
Date format: Preferred date display format
Time format: 12-hour or 24-hour time display
Week start: First day of the week preference
Fiscal year: Organization’s fiscal year configuration

Language and Localization

Language preferences:

Default language: Organization’s primary language
Available languages: Languages enabled for users
Regional settings: Locale-specific formatting
Translation management: Custom translation overrides
Cultural preferences: Region-specific cultural settings

User Management and Permissions

Organization User Administration

User Overview

User management dashboard:

Active users: Currently active organization members
Pending invitations: Outstanding user invitations
User roles: Distribution of user roles across organization
Recent activity: Recent user login and activity
License usage: User license consumption and availability

Bulk User Management

Mass user operations:

Bulk invitations: Invite multiple users simultaneously
Role assignments: Assign roles to multiple users
User deactivation: Deactivate multiple users at once
Export user data: Download user information
Import users: Bulk user import from external sources

Role and Permission Management

Role Configuration

Organization role settings:

Default roles: Default role for new users
Role permissions: Customize permissions for each role
Custom roles: Create organization-specific roles
Role hierarchy: Define role relationships and inheritance
Permission inheritance: How permissions cascade through roles

Access Control

Security and access management:

Feature access: Control access to specific features
Data access: Manage data visibility by role
Administrative access: Control admin feature access
Feature access: Manage feature-specific permissions
Audit permissions: Track permission changes and access

Invitation and Onboarding

Invitation Management

User invitation system:

Invitation codes: Generate and manage invitation codes
Code regeneration: Create new invitation codes for security
Invitation tracking: Monitor invitation usage and acceptance
Expiration settings: Set invitation code expiration policies
Custom invitations: Personalized invitation messages

Onboarding Configuration

New user experience:

Welcome messages: Customize new user welcome content
Initial setup: Configure default settings for new users
Training materials: Provide onboarding resources
Mentor assignment: Assign mentors to new users
Progress tracking: Monitor new user onboarding progress

System Configuration

Application Settings

Feature Configuration

System-wide feature management:

Module enablement: Enable or disable application modules
Feature flags: Control access to experimental features
Feature toggles: Enable or disable application features
Workflow settings: Configure organizational workflows

Performance Settings

System optimization:

Cache settings: Configure application caching
Performance monitoring: System performance tracking
Resource limits: Set usage limits and quotas
Optimization settings: Performance tuning options
Monitoring alerts: Performance alert configuration

Data Management

Data Retention Policies

Information lifecycle management:

Retention periods: Set data retention timeframes
Archive policies: Configure data archiving rules
Deletion schedules: Automatic data deletion settings
Backup configuration: Data backup and recovery settings
Compliance settings: Regulatory compliance configurations

Data Export and Import

Data portability:

Export capabilities: Organization data export options
Import tools: Data import from external systems
Migration utilities: Data migration and transfer tools
Format support: Supported data formats and standards
Scheduling: Automated export and import scheduling

Security and Compliance

Security Policies

Authentication Settings

Login and access security:

Password policies: Organization password requirements
Session management: User session configuration
Multi-factor authentication: MFA requirements and settings
Login restrictions: IP-based or geographic restrictions
Account lockout: Failed login attempt policies

Data Security

Information protection:

Encryption settings: Data encryption configuration
Access logging: User access and activity logging
Privacy controls: Data privacy and protection settings
Audit trails: Comprehensive activity auditing
Security monitoring: Threat detection and monitoring

Compliance Management

Regulatory Compliance

Legal and regulatory adherence:

GDPR compliance: European data protection settings
Data processing: Legal basis for data processing
Consent management: User consent tracking and management
Right to deletion: Data deletion request handling
Privacy policies: Organization privacy policy management

Audit and Reporting

Compliance monitoring:

Audit logs: Comprehensive system audit logging
Compliance reports: Regulatory compliance reporting
Activity monitoring: User and system activity tracking
Security reports: Security incident and threat reporting
Compliance dashboards: Real-time compliance monitoring

Billing and Subscription Management

Subscription Overview

Plan Management

Subscription administration:

Current plan: Active subscription plan details
Usage metrics: Current usage against plan limits
Billing history: Historical billing and payment records
Plan comparison: Available plan options and features
Upgrade options: Plan upgrade and downgrade options

User Licensing

License management:

License allocation: User license assignment and management
Usage tracking: License usage monitoring
License types: Different license types and permissions
Overage management: Handle license overages and limits
Cost optimization: License cost optimization strategies

Payment and Billing

Payment Methods

Financial management:

Payment methods: Manage payment methods and cards
Billing contacts: Billing contact information management
Invoice preferences: Invoice delivery and format preferences
Tax settings: Tax configuration and compliance
Currency preferences: Billing currency preferences

Cost Management

Financial optimization:

Cost tracking: Monitor subscription and usage costs
Budget alerts: Set up cost and usage alerts
Usage optimization: Optimize usage for cost efficiency
Forecasting: Predict future costs and usage
Cost allocation: Allocate costs across departments or projects

System Monitoring and Analytics

Organization Analytics

Usage Analytics

System utilization insights:

User activity: User engagement and activity patterns
Feature usage: Most and least used features
Performance metrics: System performance indicators
Growth trends: Organization growth and expansion patterns
Efficiency metrics: Organizational efficiency measurements

Health Monitoring

System health and status:

System status: Real-time system health indicators
Performance monitoring: System performance tracking
Error tracking: System error and issue monitoring
Uptime monitoring: System availability and uptime tracking
Alert management: System alert configuration and management

Reporting and Insights

Administrative Reports

Organization-wide reporting:

User reports: User activity and engagement reports
System reports: System usage and performance reports
Security reports: Security incident and access reports
Compliance reports: Regulatory compliance reporting
Financial reports: Subscription and cost reports

Custom Analytics

Tailored insights:

Custom dashboards: Create organization-specific dashboards
KPI tracking: Track key performance indicators
Trend analysis: Identify organizational trends and patterns
Benchmarking: Compare against industry benchmarks
Predictive analytics: Forecast future trends and needs

Best Practices

Organization Management

Regular reviews: Conduct regular settings and configuration reviews
Security first: Prioritize security in all configuration decisions
User experience: Consider user experience in all settings
Documentation: Document all configuration changes and decisions
Change management: Implement proper change management processes

User Administration

Role clarity: Ensure clear role definitions and permissions
Regular audits: Conduct regular user access audits
Onboarding excellence: Provide comprehensive user onboarding
Training programs: Implement ongoing user training programs
Feedback collection: Regularly collect user feedback and suggestions

Security Management

Defense in depth: Implement multiple layers of security
Regular updates: Keep security policies and settings current
Incident response: Have clear security incident response procedures
Compliance monitoring: Continuously monitor regulatory compliance
Security training: Provide security awareness training

Troubleshooting

Common Issues

Cannot access admin settings

Verify you have ADMIN role permissions
Check if you’re logged into the correct organization
Contact another admin if you’ve lost admin access
Verify your account is active and not suspended

Settings changes not taking effect

Refresh browser page or clear cache
Check if changes require user logout/login
Verify settings were properly saved
Check for any error messages or validation issues

User management problems

Verify user invitation codes are current and valid
Check email delivery for invitation emails
Ensure user roles and permissions are properly configured
Verify organization user limits and licensing

Integration configuration issues

Check third-party service status and availability
Verify authentication credentials and permissions
Review integration documentation and requirements
Test integration connections and data flow

Getting Help

Admin documentation: Review comprehensive admin guides
Technical support: Contact technical support for system issues
Community resources: Access admin community forums
Training resources: Utilize admin training materials

Next Steps

After mastering admin settings:

User Roles and Permissions: Understanding role-based access control
Team Management: Managing organization teams
Security Guide: Organization security best practices
Integration Guide: Third-party service integrations