Branding, org settings, and housekeeping
The remaining admin pages: how the app looks, what happened, and how to undo a mistake.
Branding
Page: Admin -> Branding (/admin/branding)
- Go to Admin -> Branding.
- Upload your organization logo. It replaces the default mark in the sidebar and on sign-in.
- Set the primary and accent colors used for buttons, links, and chart accents.
- Save. Changes apply to every user in the organization on their next page load.
Keep enough contrast between the primary color and white text; the app renders button labels in white on the primary color.
Organization settings
Page: Admin -> Org Settings (/admin/org-settings)
Organization-wide preferences such as display defaults and feature toggles for your tenant. Forecast-specific defaults (timezone, date format, forecast edit mode) live in Forecasting -> Org Settings.
Audit log
Page: Admin -> Audit Log (/admin/audit-log)
Every create, update, delete, publish, and permission change is recorded with the actor, the object, and a timestamp. Use it to answer "who changed the labor matrix last Thursday" and to satisfy internal review.
Filter by user, action, or date range, then export the filtered view when you need to attach evidence to a ticket.
Recycle bin
Page: Admin -> Recycle Bin (/admin/recycle-bin)
Deleted records (locations, people, documents, and other admin objects) are soft-deleted and listed here.
- Find the record.
- Click Restore to bring it back with its original identifiers, so historical references stay intact.
If a record is not in the recycle bin, it was hard-deleted or the retention window has passed; recreate it manually.
Embed
Page: Admin -> Embed (/admin/embed)
Generates a signed, expiring URL and an iframe snippet so a dashboard can be shown inside another site or an internal portal. See Embedding dashboards for the full walkthrough.
AI oversight pages
| Page | What it is for |
|---|---|
AI Config (/admin/ai-config) | Review the platform-managed AI connection and set monthly spending budgets for chat and summaries. See AI configuration |
AI Usage (/admin/ai-usage) | Token and request volume with per-organization limits |
AI Conversations (/admin/ai-conversations) | Review Slack and Teams chat transcripts for quality and support; assistant direct messages are visible only to an owner or an admin |
AI Coaching (/admin/ai-coaching) | Tune the guidance the assistant gives operators |