Find and use workspace settings
Map each Settings group to its owner, purpose, and detailed workflow.
Before you begin
Identify whether the change is personal, workspace-wide, integration-specific, or operational. Settings cards are permission-aware; administrator/auditor badges identify areas that may be hidden or read-only for your account.
Open the feature
Open Settings or /settings. Use the Settings search when you know the
feature or a related keyword. Read the card's description and live status before
opening it.
Configure through Settings
- Select the group that owns the change using the map below.
- Open the card and confirm its scope, current state, and required role.
- Follow the linked feature guide before changing a credential, identity rule, routing policy, retention setting, or other high-impact control.
- Save the smallest intended change and verify it in the consuming workflow.
- Record and audit the result according to your change-management policy.
Choose the correct settings area
Account and identity
- Profile & Preferences: personal name, timezone, delivery preferences, quiet hours, and current membership/on-call context.
- Security & Sessions: password and signed-in session review/revocation.
- OIDC and SCIM: use the identity guides when deploying centralized login or lifecycle provisioning; configuration visibility depends on administration.
Workspace and governance
- Incident Response Policy: classification and immutable incident SLA rules.
- Custom Fields: incident metadata types and validation.
- Public Status Page: the single public page, branding, domain, subscribers, and update behavior.
- API Keys & Access Tokens: user/admin programmatic credentials.
- Audit Log Stream: review/export workspace change events.
- Security & Compliance: control readiness and evidence.
- Privacy Requests: DSAR intake, export, erasure, and retention workflows.
Integrations and ChatOps
- Integrations: inbound alert-source catalog and service connections.
- Slack Workspace / Microsoft Teams: tenant/workspace connection and ChatOps transport configuration.
- ChatOps Policy: global automatic war-room/provider behavior.
- Jira: connection, webhook, and issue synchronization.
Notifications
- Notification Providers: administrator credentials and channel enablement.
- Notification Operations: operational state and provider health/work queues.
- Delivery History: individual attempts, outcomes, and failure evidence.
- Personal opt-in and quiet hours remain under Profile & Preferences.
System and reliability
- Health Center: runtime dependencies and actionable health state.
- System: deployment-backed system configuration and provider settings.
- System Logs: searchable runtime log records available to the operator role.
How Settings works
The landing page is an information architecture and status surface, not a bulk configuration form. Cards can display connection or record summaries, but the owning page performs the change. Permissions are enforced again by the target page/API; hiding a card is not the security boundary.
Verify the result
After a change, return to Settings and confirm the card/live summary reflects the expected state where one is provided. Then verify the feature itself: send a test notification, perform an identity test, inspect health, or exercise the relevant incident workflow. Record high-risk changes in the change ticket and Audit Log.
Change or undo it
Undo a change in its owning page, following that guide's rotation, disconnect, or rollback procedure. Do not delete a provider, identity configuration, or API credential before dependents have moved to a tested replacement.
Troubleshooting
- A card is missing: verify role, account status, and required capability.
- Settings search has no match: search by feature and synonym, then use the grouped map above; product-wide record search is a separate control.
- A live status is stale: open the target page and verify the source record; return/reload after the change.
- A save succeeds but behavior is unchanged: verify runtime configuration, provider connectivity, routing, user preference, and audit/delivery evidence.
Next steps
Last updated for v2.0.0
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