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Settings — General

Route: /settings · Settings section → General

What it is

Organisation-level setup: pilot checklist, org profile, secrets panel, backup/restore entry points, and guided setup.

What it is for

  • Finish first-time configuration without hunting menus
  • Org name / basics
  • Operator backup actions (see also Install docs)

Where you are in the flow

★ General / checklist → Models · Credentials · Capas → Office ready

Panels you will see

PanelPurpose
Pilot checklistLinks to models, credentials, capas
OrganizationTenant profile
Credentials / secretsSecret store entry (see also Credentials)
Backup and restoreOperator hooks — full runbook in Install docs
Guided setupWizard-style continuation

What you do here

  1. Walk the checklist after Quickstart.
  2. Confirm org details.
  3. Do not treat this page as the daily inbox — that is My work.

Where work goes next

Checklist itemNext
ModelModels
ToolsCapas
PeopleUsers
Host backupInstall and maintain