Organization Settings Overview
The Settings module in Zeltask centralizes all configuration options for personalizing the platform and managing your organization. It includes personal preferences, organizational settings, user management, and operational structures.
Accessing Settings
- Click Settings in the sidebar
- You see all available configuration sections
[Screenshot: Settings sidebar showing all sections]
info
Only users with Admin permissions can modify organization settings and manage users.
Settings Structure
Zeltask settings are organized into two main areas:
User Settings (Personal)
Controlled by each individual user:
| Section | Purpose | What You Can Configure |
|---|---|---|
| Account | Personal information | Name, password |
| Preferences | Personal experience | Notification channels, appearance theme (Light/Dark/System) |
Configuration (Organization-wide)
Controlled by administrators:
| Section | Purpose | What You Can Configure |
|---|---|---|
| General | Organization identity | Name, logo |
| Local Settings | Regional preferences | Language, timezone, date/time format, currency |
| Personas | User management | Invite users, manage permissions, view user status |
| Equipos | Team management | Create teams, assign members, organize groups |
| Actions | Work order configuration | Action categories and responsible users |
| Tags | Classification system | Tags for templates and records |
User Management (Personas)
The Personas section is where you manage all users in your organization:
- Invite users via email — they receive an invitation to join
- View user status — Invited or Active
- See last connection — Track user activity
- Edit or delete users — Manage user accounts
- Filter by status or role — Find users quickly
[Screenshot: Personas section showing user list]
Team Management (Equipos)
The Equipos section helps you organize users into operational groups:
- Create teams with name and description
- Assign users to teams during creation or later
- Edit team membership as roles change
- Delete teams that are no longer needed
[Screenshot: Equipos section showing team list]
How Organization Settings Affect Users
| Setting Type | Effect |
|---|---|
| Organization name and logo | Appears in the platform header for all users |
| Timezone | Affects how timestamps and due dates display for everyone |
| Date/Time format | Changes how dates appear across the entire platform |
| Language | Sets the default interface language |
| Currency | Determines the currency symbol used in cost tracking |
| Categories and Tags | Available to all users when creating records |
| Users and Teams | Determines who can access the platform and their permissions |
Best Practices for Administrators
| Recommendation | Why |
|---|---|
| Set timezone to your main location | Ensures accurate scheduling and timestamps |
| Use consistent date formats | Prevents confusion, especially for international teams |
| Create meaningful categories | Helps users organize and filter work effectively |
| Keep organization name concise | It appears in headers and navigation |
| Review user invitations regularly | Follow up with pending invitations |
| Organize teams by function | Makes assignment and reporting clearer |