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Settings overview

The settings sidebar, what each section is for, and who sees it.

The settings area with its sidebar on the left: Back to app at the top, then a Personal group with Profile, an Organization group with General, Members, Permissions, Sources, Usage, Quarantine, API Access and Templates, and a Departments group listing Finance, Sales and Marketing with Create a department beneath. The General page is open on the right.

Overview

Settings is where your organisation is run: who belongs to it, which systems are connected, how credits are being used, and the house style for dashboards and reports.

Getting to Settings

  1. Click your organisation's name at the top of the sidebar. A menu opens.
  2. Choose Settings. It opens on your Profile, with the settings sidebar on the left.
  3. Pick a section from the sidebar.
  4. When you are done, click Back to app at the top of the sidebar.

Someone without Owner or Admin access can still lead a department. They look after it from the department's own pages, not from Settings. See How departments work.

The settings sections

The sidebar has three groups.

SectionWhat you can do there
ProfileChange your name, picture and theme, and sign out. See Profile and preferences.
GeneralSet the organisation's name and logo. The logo appears on report covers.
MembersInvite people, set their access level, and remove them. See Members and access.
PermissionsTurn on organisation-wide switches, such as letting department leads invite new people. See Permissions.
SourcesConnect systems and upload files for the whole organisation, then choose which departments see each table. See Shared sources.
UsageSee how many credits have been used, by whom, and how many are left. See Usage and credits.
QuarantineReview uploads that were held because Mira couldn't read them. See Held uploads.
API AccessCreate keys so your own systems can send data to Mira. See API keys.
TemplatesMake house styles for dashboards and reports. See Style templates.
DepartmentsOpen any department's settings, or click Create a department. See How departments work.

Profile sits under Personal. The departments are listed by name under Departments. Everything else is under Organization.