System Configuration

Direct Answer

Configure organization-wide settings, defaults, integrations, security policies, and customization options for [PRODUCT_NAME] from the System Configuration panel.

Organization Settings

General Information

Configure:

  1. Go to Admin → Settings → Organization
  2. Update fields:
  • Organization name
  • Website
  • Industry
  • Company size
  • Timezone
  • Language
  1. Click Save

Branding

Custom Branding:

  • Logo (recommended: 200x50px PNG)
  • Favicon (32x32px)
  • Brand colors (primary, secondary, accent)
  • Custom CSS (Enterprise)
  • Custom domain (Enterprise)

Screenshot: [INSERT: Branding settings]

Default Settings

New User Defaults

Set defaults for new users:

  • Default role: Member / Viewer
  • Default workspaces
  • Default notifications
  • Default language
  • Email digest frequency

New Workspace Defaults

Template for new workspaces:

  • Visibility: Private / Team / Public
  • Default permissions
  • Enabled features
  • Template structure

Email Configuration

Email Settings

From Address:

  • Display name: [Your Company]
  • From email: noreply@[your-domain].com
  • Reply-to: support@[your-domain].com

SMTP Configuration (Enterprise)

Use your email server:

  1. Go to Settings → Email → SMTP
  2. Enter:
  • SMTP host
  • Port (587 for TLS, 465 for SSL)
  • Username
  • Password
  • Encryption (TLS/SSL)
  1. Test connection
  2. Enable

Email Templates

Customize email templates:

  • Welcome email
  • Invitation email
  • Password reset
  • Notifications
  • Billing emails

Variables Available:

  • {{user_name}}
  • {{organization_name}}
  • {{invite_link}}
  • {{custom_message}}

Security Policies

Password Policy

Configure requirements:

  • Minimum length: [8-32] characters
  • Require uppercase: Yes / No
  • Require numbers: Yes / No
  • Require special characters: Yes / No
  • Password expiration: [Never / 30 / 60 / 90] days
  • Password history: Prevent reuse of last [N] passwords

Session Policy

Timeouts:

  • Idle timeout: [15 / 30 / 60] minutes
  • Absolute timeout: [8 / 12 / 24] hours
  • Remember device: [7 / 14 / 30] days

Security:

  • Maximum concurrent sessions: [1 / 3 / 5 / Unlimited]
  • Force logout on password change: Yes / No
  • Require re-auth for sensitive actions: Yes / No

Access Control

IP Restrictions:

  • Allow all IPs (default)
  • Whitelist only
  • Blacklist specific IPs

Geofencing (Enterprise):

  • Restrict by country
  • Alert on unusual locations
  • Block high-risk regions

Integration Settings

API Configuration

Global API Settings:

  • Enable API access: Yes / No
  • Default rate limits
  • API key expiration: Never / Custom
  • Webhook retry attempts: [1-5]
  • Webhook timeout: [5-30] seconds

OAuth Applications

Manage OAuth apps:

  1. Go to Settings → OAuth Apps
  2. View registered applications
  3. Revoke access if needed
  4. Configure default scopes

Webhooks

Global webhook settings:

  • Enable webhooks: Yes / No
  • Retry policy
  • Timeout duration
  • Signature algorithm: HMAC-SHA256
  • Max webhooks per org: [NUMBER]

Storage & Data

Storage Settings

Limits:

  • Per-user storage quota: [X] GB
  • Per-workspace quota: [Y] GB
  • Max file size: [Z] MB
  • Allowed file types: [list or all]

Retention:

  • Deleted items retention: [30] days
  • Backup retention: [30 / 90 / 365] days
  • Audit log retention: [90 / 365] days

Data Export

Automatic Exports:

  • Enable scheduled exports: Yes / No
  • Frequency: Daily / Weekly / Monthly
  • Format: JSON / CSV
  • Destination: Email / SFTP / S3 (Enterprise)

Data Deletion

Policies:

  • Inactive user data: Delete after [X] days
  • Deleted content: Purge after [Y] days
  • Archived workspaces: Retain [Z] days

Feature Controls

Enable/Disable Features

Control available features:

  • [ ] API access
  • [ ] Webhooks
  • [ ] Public sharing
  • [ ] Guest access
  • [ ] File uploads
  • [ ] Comments
  • [ ] Export
  • [ ] Mobile app access

Beta Features

Opt into new features:

  • [ ] New editor (beta)
  • [ ] Advanced search (beta)
  • [ ] Real-time collaboration v2 (beta)

⚠️ Note: Beta features may have bugs

Compliance Settings

GDPR Compliance

Configuration:

  • Data processing region: [EU / US / Asia]
  • Cookie consent: Required / Optional
  • Analytics opt-in: Yes / No
  • Marketing consent: Double opt-in / Single opt-in

Data Subject Requests:

  • Access request turnaround: [X] days
  • Deletion request turnaround: [Y] days
  • Auto-respond to requests: Yes / No

HIPAA (Enterprise)

For healthcare:

  • Enable HIPAA mode: Yes / No
  • Encryption at rest: Required
  • Audit all access: Yes
  • Business Associate Agreement: [Upload]

SOC 2

Evidence collection:

  • Enable audit logging: Yes
  • Log retention: 1 year minimum
  • Access reviews: Quarterly
  • Incident response plan: [Upload]

Notifications

Global Notification Settings

Email Notifications:

  • System announcements: All users / Admins only
  • Maintenance windows: [X] hours notice
  • Billing alerts: [email list]
  • Security alerts: [email list]

In-App Announcements:

  • Enable banners: Yes / No
  • Banner duration: [days]
  • Dismissible: Yes / No

Localization

Languages

Available Languages:

  • English (default)
  • Spanish
  • French
  • German
  • [Add more]

Settings:

  • Auto-detect browser language: Yes / No
  • Allow user override: Yes / No
  • Default language: [select]

Regional Settings

Formats:

  • Date format: MM/DD/YYYY / DD/MM/YYYY / YYYY-MM-DD
  • Time format: 12-hour / 24-hour
  • Number format: 1,234.56 / 1.234,56
  • Currency: USD / EUR / GBP / [other]

Advanced Configuration

Custom Domain (Enterprise)

Setup:

  1. Add CNAME record:
   docs.yourcompany.com → [your-subdomain].[PRODUCT_DOMAIN]
  1. Verify domain
  2. Enable SSL (automatic)
  3. Set as default

Custom SSL Certificate

Upload your own certificate:

  1. Go to Settings → Security → SSL
  2. Upload certificate
  3. Upload private key
  4. Upload certificate chain (if needed)
  5. Verify and enable

API Rate Limit Override

Adjust rate limits:

  1. Go to Settings → API → Rate Limits
  2. Set custom limits:
  • Requests per minute
  • Requests per day
  • Burst allowance
  1. Apply to specific API keys or all

Backup & Recovery

Automated Backups

Configuration:

  • Backup frequency: Daily / Hourly
  • Backup retention: [X] days
  • Backup location: [Region]
  • Encrypted: Yes (always)

Verify Backups:

  • Test restore: Monthly / Quarterly
  • Backup size monitoring
  • Success/failure alerts

Disaster Recovery

Recovery Options:

  • Point-in-time recovery: Last [X] hours
  • Full restore: From any backup
  • Partial restore: Specific workspaces/users

Recovery Time:

  • RTO (Recovery Time Objective): [X] hours
  • RPO (Recovery Point Objective): [Y] hours

Monitoring & Alerts

Health Monitoring

System Metrics:

  • API response times
  • Error rates
  • Storage usage
  • Active users
  • Database performance

Alerts:

  • Email on errors > [threshold]
  • Slack notification on downtime
  • PagerDuty for critical issues (Enterprise)

Usage Alerts

Alert when approaching limits:

  • 80% of user limit
  • 90% of storage limit
  • 95% of API rate limit
  • Billing threshold reached

Maintenance Mode

Enable Maintenance

Put system in maintenance:

  1. Go to Settings → Maintenance
  2. Toggle Maintenance Mode
  3. Set message: "We're performing updates..."
  4. Set duration (optional)
  5. Enable

What happens:

  • Users see maintenance page
  • API returns 503 status
  • Scheduled tasks paused
  • Admins can still access

Troubleshooting

Configuration not saving

Solutions:

  • Check permissions (Owner/Admin?)
  • Verify no validation errors
  • Try different browser
  • Contact support

Custom domain not working

Check:

  • DNS records propagated (24-48 hours)
  • CNAME pointing to correct target
  • SSL certificate valid
  • Domain verified in settings

Related Guides:

Need Help? Admin Support