Contents
Brain settings
Set up Brain for your whole company: who uses it and with which role, how your emails and documents look, which tools it connects to.
Brain's settings are where Owners and Admins shape how Brain works for everyone in the company. Click Settings at the bottom of the rail, on the far left of the screen, while you are in Brain. A panel opens next to the rail: at the top your organization, where company admins also find its users, plan, Atomo and connections, and under it the five groups of Brain's settings.
Each group is one entry of the panel. Click it to open its first page; the other pages of the group are tabs at the top of the page. For example, to manage roles you go to Brain > Settings > People & access > Roles. On a small screen the panel isn't there: a row of menus at the top of each settings page lets you move between groups.
| Group | Pages (tabs) |
|---|---|
| Company | Branding, Domains & authentication, Sites (CMS), Services, Document templates and Partner commissions. |
| People & access | Users and Roles, and GDPR retention rules. |
| Automations & AI | Atomo, Rules and Alert routing, and Emails & notifications. |
| Data | Data quality, Industries and File archive, and Drive folders, once Google Drive is connected. |
| Integrations | Connections: it opens the Connections page of your organization, shared by every module. |
Each settings page follows its own permission. Most of them need the permission to manage system settings, which Owners and Admins have. Managing users and roles is reserved to Owners. If a page shows Restricted, ask an Owner or Admin for access.
In this section
- Users and rolesGive people access to Brain, choose what each role can see and do, and create roles of your own.
- Branding, domains and sendersBrand the public pages your clients open, and make sure the emails Brain sends come from authenticated addresses.
- Emails and notificationsEdit the emails Brain sends to clients, decide who receives each internal alert, and check what was delivered.
- Rules and alert routingSee every automation running in Brain, and turn automatic emails such as system alerts into tasks on the right project.
- Document templatesDescribe how your company writes assessments, quotes, contracts and work orders, so every document starts from the same rules.
- ConnectionsConnect Brain to your accounting system, Google Workspace, email delivery, your banks and the other tools your team uses.
- Google DriveLink your clients' Drive folders to their company in Brain, one by one or all at once.
- Industries and file archiveKeep the list of industries your companies are classified into, and find or remove any file stored in Brain.