Managing your account

1. Navigate to the HOME page and click the SETTINGS tab.
2. Under ACCOUNT, you can edit your ACCOUNT NAME, SUBDOMAIN, view your HOSTING REGION, and DELETE ACCOUNT.

1. You can also choose a LOGO and COLOR PALLETTE for your account.

   

2. Click on the COLOR PALLETE icon to display a choice of colors to select from.

   

3. The RETROSPECTIVES tab is where you will be able to create a custom account-wide retrospective template for all your teams to use.

   

   
   

4. The HEALTH CHECKS tab is where you will be able to create a custom account-wide health check template for all your teams to use. You can also set a default template for your team to use to be able to measure organization health as a whole.

   

5. The SUBSCRIPTION tab displays your current plan and billing history. You can Learn More about our plans if you are still on a Trial plan.

8. The TEAMS tab is where you will be able to control security/privacy measures when it comes to your teams. You can enable/disable:
   1. REVEAL TEAM LIST - which will allow all account users to see the full list of teams within the account.

   2. TEAM TRANSPARENCY - which will grant all account users a read-only view of teams' retrospective and health check data.

      

      
      

   3. Should you have a custom team request creation process, you will be able to set a custom message and URL to all users who request to create a new team. These will be displayed every time a user requests a new team creation.

      

      
      
9. The FEATURES tab is where you will be able to enable/disable:

   1. AI powered features

      

   2. Idea and comment attachments

      

   3. Gravatar names and avatars

      

      
      

10. If your organization has a SAML (SSO) enabled identity provider (OKTA, OneLogin, AzureAD, Google Workspace), this can be managed and configured in the SSO tab. Learn more about our Single Sign On here.

    

11. SECURITY lets you manage team email verification and set account role permissions. Enabling ENFORCE ALLOWED EMAIL DOMAINS allows you to restrict access to your account, teams, and retrospective/health check meetings based on a selected domain. This is a handy feature if you have external contractors, product owners, or even clients that need to gain access to your data.

    

12. The API & SCIM tab is where you will be able to generate a unique API key, and configure your SCIM set up (Enterprise plan offering).