System Settings

Configure global settings for your Custojo instance

System Settings

System settings allow administrators to configure global parameters that affect the entire Custojo instance. This guide covers the essential system settings and how to configure them for optimal performance and security.

Configure Your Workspace

Properly configured system settings ensure that your Custojo instance operates efficiently, securely, and in compliance with your organization's requirements. Take time to review and adjust these settings to match your specific needs.

General Settings

Workspace Configuration

Configure the basic details of your Custojo workspace:

Workspace Information

Customize your workspace identity:

  • Workspace Name

    The name displayed throughout the application

  • Logo & Branding

    Upload your company logo and set brand colors

  • Favicon

    The icon displayed in browser tabs

Regional Settings

Configure location-specific preferences:

  • Time Zone

    Default time zone for date and time displays

  • Date Format

    How dates are displayed (MM/DD/YYYY, DD/MM/YYYY, etc.)

  • Currency

    Default currency for financial transactions

Note:

Pro Tip: Consider your global user base when setting regional preferences. You can configure default settings at the workspace level while still allowing individual users to set their own preferences.

Security Settings

Security Configuration

Configure security parameters to protect your data and users:

Configure how users authenticate to your workspace:

Two-Factor Authentication

Configure 2FA requirements for your workspace:

Required for administrators
Required for all users
Optional (user choice)
Disabled
Single Sign-On (SSO)

Configure SSO providers:

Google Workspace
Microsoft Azure AD
Okta
Custom SAML Provider

Email Configuration

Email Settings

Configure email delivery and notification settings:

SMTP Configuration

Configure your email delivery service:

Email Templates

Customize notification templates:

  • • Welcome Email
  • • Password Reset
  • • Two-Factor Authentication
  • • Task Assignment
  • • Project Invitation
  • • Comment Notification
  • • Due Date Reminder

Email Delivery Test

Verify your email configuration:

Integration Settings

Third-Party Integrations

Configure connections to external services:

Google Workspace

Connect to Google services

Google Calendar
Google Drive
Gmail

Slack

Connect to Slack for notifications

Channel Notifications
Direct Messages
Slash Commands

Backup and Maintenance

Data Management

Configure data backup and maintenance settings:

Automated Backups

Configure backup schedule:

Daily backups
Weekly backups
Monthly backups

Retention period:

Data Export

Export your workspace data:

Include user data
Include project data
Include file attachments
Include system logs

Database Maintenance

Schedule routine maintenance tasks:

Optimize database (weekly)
Clean temporary files (daily)
Archive old data (monthly)

Next Steps

User Management

Learn how to add, remove, and manage users in your workspace.

Billing & Subscription

Manage your subscription, payment methods, and billing history.

Note:

Pro Tip: Review your system settings regularly, especially after major updates or changes to your organization structure. What worked for your team six months ago might need adjustments as your organization evolves.