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Understanding Configuration

Configuration is reached from a dedicated Configuration group in the left sidebar, below Core and Operations. It contains exactly two entries observed in the product: Team and Settings. Team is used to review workspace members, their roles, and status, and to manage invites. Settings is used to review and, in limited cases, update workspace-level and business-level configuration such as organization profile, branding, document defaults, sales tax defaults, and module-specific numbering.

Who this is for: Owners or staff who administer workspace membership or review workspace settings.

  • An active operator session in OperelliOS.
  • Sidebar access to the Configuration navigation group.
  1. Locate the Configuration label in the left sidebar, beneath Core and Operations.

  2. Observe the two links listed under Configuration: Team and Settings.

  3. Select Team to open the workspace member list with role and status information.

    Team surface opened from Configuration showing Active members with roles and status labels

    Configuration group open on Team.

  4. Select Settings to open the Settings landing page listing Organization Settings and Module Settings sections.

    Settings landing page listing Organization Settings cards

    Settings surface opened from Configuration.

Selecting Team opens a workspace member list with role and status information. Selecting Settings opens a landing page for Organization Settings and Module Settings.

  • Configuration surfaces mix safe, review-only information with controls that can change real access or real workspace behavior (role changes, deactivation, removal, and saved settings fields).
  • Confirm you are in the correct workspace before using any control that changes membership or saves a settings value.
  • This article does not claim billing administration, authentication-provider administration, DNS or domain management, legal settings administration, audit-log administration, tenant provisioning, AI-controlled permissions, or role semantics that were not directly observed.