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Application Settings

The Settings section in Qanapi allows you to customize your organization’s preferences, branding, and notifications. These settings apply to your entire organization across all projects.

Accessing Settings

To access application settings:
  1. Log in to your Qanapi dashboard
  2. Click on Settings in the left navigation sidebar
  3. The Settings page displays various configuration options for your organization
Only users with Administrator or Owner roles can access and modify organization settings.

Organization Profile

The Organization Profile section allows you to update basic information about your organization:
  1. Navigate to the Settings page
  2. In the Organization Profile section, you can update:
    • Organization name
    • Organization description
    • Industry
    • Company size
    • Primary contact information
  3. Click Save Changes to apply your updates

Branding Settings

Customize the appearance of your Qanapi instance with your organization’s branding:

Logo Customization

  1. Navigate to the Settings page
  2. Click on the Branding tab
  3. In the Logo section, click Upload Logo
  4. Select an image file (PNG or SVG recommended, maximum 1MB)
  5. Crop and adjust the logo as needed
  6. Click Save

Color Scheme

  1. In the Branding tab, scroll to the Color Scheme section
  2. Customize:
    • Primary color (used for buttons, links, and highlights)
    • Secondary color (used for secondary elements)
    • Accent color (used for notifications and important elements)
  3. Preview your changes in real-time
  4. Click Save Changes

Email Template Customization

  1. In the Branding tab, scroll to the Email Templates section
  2. Customize:
    • Email header logo
    • Email footer text
    • Email color scheme
  3. Preview your customizations
  4. Click Save Changes

Notification Settings

Configure how and when notifications are sent to team members:
  1. Navigate to the Settings page
  2. Click on the Notifications tab
  3. Configure settings for different notification types:
    • Project events (creation, updates, deletions)
    • Team member events (invitations, role changes)
    • Security events (login attempts, setting changes)
    • Billing events (payment processing, subscription changes)
  4. For each notification type, set:
    • Who receives notifications (all users, administrators only, specific users)
    • Notification methods (in-app, email, webhook)
    • Frequency (immediate, daily digest, weekly digest)
  5. Click Save Changes

Language & Localization

Set your preferred language and date/time formats:
  1. Navigate to the Settings page
  2. Click on the Localization tab
  3. Configure:
    • Default language
    • Date format
    • Time format
    • Time zone
    • Number format
  4. Click Save Changes
These settings set the default for your organization, but individual users can override these settings in their personal preferences.

API Configuration

Configure global settings for API usage:
  1. Navigate to the Settings page
  2. Click on the API Settings tab
  3. Configure:
    • Default rate limiting
    • CORS settings
    • API version preferences
    • Webhook retry settings
  4. Click Save Changes

Integration Settings

Connect Qanapi with other services your organization uses:

Slack Integration

  1. Navigate to the Settings page
  2. Click on the Integrations tab
  3. In the Slack section, click Connect
  4. Follow the prompts to authorize Qanapi to connect with your Slack workspace
  5. Configure notification preferences for Slack
  6. Click Save

Jira Integration

  1. In the Integrations tab, go to the Jira section
  2. Click Connect
  3. Enter your Jira instance URL
  4. Provide authentication credentials or API token
  5. Test the connection
  6. Click Save

Webhook Configuration

  1. In the Integrations tab, go to the Webhooks section
  2. Click Add Webhook
  3. Configure:
    • Webhook URL
    • Events that trigger the webhook
    • Secret key for verification
    • Retry settings
  4. Test the webhook
  5. Click Save

User Defaults

Set default settings for new users joining your organization:
  1. Navigate to the Settings page
  2. Click on the User Defaults tab
  3. Configure default settings for:
    • Role assignment
    • Project access
    • 2FA requirements
    • Session timeout
    • Password complexity
  4. Click Save Changes

Data Retention

Configure how long certain types of data are retained:
  1. Navigate to the Settings page
  2. Click on the Data Retention tab
  3. Set retention periods for:
    • Event logs
    • Login history
    • Usage statistics
    • Deleted projects
  4. Click Save Changes
Data retention settings may affect your compliance with various regulations. Consult with your compliance team before making changes.

Export & Import Settings

Transfer settings between environments or back up your configuration:

Exporting Settings

  1. Navigate to the Settings page
  2. Click on the Export/Import tab
  3. In the Export section, select which settings to export:
    • Organization profile
    • Branding
    • Notification settings
    • API configuration
    • Integration settings
  4. Click Export Settings
  5. A JSON file will be downloaded with your configuration

Importing Settings

  1. In the Export/Import tab, go to the Import section
  2. Click Choose File and select a previously exported settings file
  3. Review the settings that will be imported
  4. Click Import Settings
  5. Confirm the import when prompted

Audit Log

Review changes made to your organization settings:
  1. Navigate to the Settings page
  2. Click on the Audit Log tab
  3. View a chronological list of all changes made to settings, including:
    • What was changed
    • Who made the change
    • When the change was made
    • Previous and new values

Best Practices for Settings Management

  1. Document your configuration - Keep records of why particular settings were chosen
  2. Test changes in non-production - If using multiple environments, test setting changes in development first
  3. Regularly review settings - Periodically audit settings to ensure they still meet your needs
  4. Limit access to settings - Only grant settings access to users who need it
  5. Export settings as backup - Regularly export your settings as a backup

Next Steps

After configuring your application settings:
  1. Review Security & Logging
  2. Manage Team Members
  3. Configure Billing Information