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Settings: Organization Configuration

Organization settings let Organization Admins manage global configuration, credentials, and users.

Step 1: Open Settings

  1. Click Settings in the left sidebar (Organization Admin only)
    1. You will see tabs for General, Credentials, and Users

Step 2: Configure General Settings

  1. Click the General tab

    1. Set or update the Organization name
    2. Configure these organization-level options:
    Setting Description
    Data retention Set how many days warehouse data is retained
    Maintenance window Define when platform maintenance can run (prevents scheduling conflicts)
    Timezone Set the default timezone for the organization
    Workspace limits Maximum number of workspaces allowed
    Connection limits Maximum number of connections allowed

Step 3: Manage Credentials

  1. Click the Credentials tab
    1. View and manage:
      • API keys
      • Warehouse credentials
      • Authentication configuration

Step 4: Manage Organization Users

  1. Click the Users tab (Organization Admin only)
    1. Search for users across all workspaces
    2. View and manage user accounts at the organization level