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What’s in Settings

The Settings page (cog icon at the bottom of the left rail, /settings) is the tenant’s control panel. Every persistent configuration choice lives here: Settings page with sidebar showing Integrations, User Management, Tags, Scheduled Reports, IP Locations, Timezone, API Access, Misc, Audit Log, Schemas

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Who can access Settings

Settings access is controlled by role: Configure custom permissions at Settings → Roles → Create Role.

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The two “Users” — disambiguation

A common source of confusion:
  • Settings → Users — Platform users (people who log into Protect)
  • User Inventory — End-user inventory (every person across your organisation, pulled from identity sources)
The names overlap; the concepts are distinct.

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Tenant-wide settings to review on day one

After onboarding, walk through these in order:
  1. Misc → Inactive device threshold — default 30 days. Right for most; loosen for environments with extended-offline devices.
  2. Misc → Change default homepage — pick Dashboard or Device Explorer.
  3. Timezone — set client locale.
  4. Tags — review default tags, create the ones your organisation needs.
  5. Roles → Default roles — confirm the four defaults work for you, create custom ones where needed.
  6. Scheduled Reports — set up one starter recurring export.
  7. API Access — generate tokens for any automation you’ll run.

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Cross-references

Access Control

The conceptual overview of users / roles / teams

Integrations

The conceptual overview of connections

Tags & Logic Engine

The conceptual overview of tag rules