Settings and Configuration

Settings Ownership

Assign clear owners for each settings area:

• workspace/admin settings owner
• finance/billing settings owner
• integration settings owner

Core Configuration Areas

Review these before go-live and every month:

• company profile and tax identifiers
• default currency and business preferences
• validation and approval preferences
• integration credentials and keys

Change Management

For high-impact settings changes:

1. plan and document the change
2. test in a controlled context
3. apply during low-traffic window
4. monitor outcomes for 24 hours

Integration Credentials

• keep API keys and secrets in secure storage
• rotate keys on a fixed schedule
• remove unused keys immediately

Safe Configuration Habits

• avoid frequent ad-hoc setting changes during close periods
• keep one source of truth for policy decisions
• maintain a simple settings change log

Continue with Access Control.