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Other Settings

1. About Feature​

The Other Settings pages allow administrators to manage additional organization-wide controls such as allowed domains, privacy permissions, email sender configuration, and API integrations. These settings ensure consistent governance, security, and communication behavior across the VisionSync platform.

2. Screen Explanation​

A. Organization Settings​

Under this accordion, you will find:

1. Whitelist Domains​

This replaces the earlier “Domain” tab.

Elements:

  • Allowed Domains Field
    Add or update domains that are permitted for:
    • User login
    • User creation and updates
      Only users with email addresses from these domains can be added or access the system.

2. Security & Privacy​

This replaces the earlier "Privacy" tab.

Controls available:

  • Create Statement
    Enable or disable the ability for organization entities to create Statements.
  • Plan Visibility
    Controls whether users can create private strategic plan elements (Goals, Strategies, etc.).
  • Task Lock Permission
    Allows or restricts the ability to lock tasks inside actionable items.
  • Comment Lock Permission
    Allows or restricts the ability to lock comments inside actionable items.
  • Document Lock Permission
    Allows or restricts the ability to lock documents inside actionable items.
  • Enable Web Login
    Toggles the ability of users to log in through the web interface.
  • Enable SSO Login
    Enables or disables Single Sign-On authentication for all users in the organization.

3. Email Settings​

The Email tab is no longer a top-level tab and is now placed under Organization Settings, as per your instruction.

Elements included:

  • Sender Email
    View and update the default outbound email address.
  • Email Verification Status
    Shows a green “Verified” badge if the email is verified.
  • Save / Remove Email
    Add a new sender email or remove the existing one.
  • Sender Name
    Update the display name that appears in outgoing emails.
  • Save / Remove Sender Name
    Save updated sender names or clear them.

All outgoing VisionSync emails use this configured sender email and name.

B. Developer Settings​

Contains all API-related controls.

4. API Tokens, Stats & Usage​

This replaces the earlier “API” tab and is now grouped under Developer Settings.

Elements included:

  • API Key Generation
    Generate a new API key for external integrations.
  • Copy API Key
    Copy the currently active key for use in API requests.
  • Regenerate API Key
    Creates a new key and deactivates the old one.
  • API Daily Quota Usage
    Shows the daily API call limit and real-time usage.
  • API Calls History
    Displays total API hits and detailed historical usage logs.

3. How to Perform This Feature / Functionality (Updated Navigation)​

I. Whitelist Domains​

  1. Log in to your VisionSync account.
  2. Navigate to Settings → Organization Settings → Whitelist Domains.
  3. Enter or update the list of allowed domains.
  4. Save your changes.

II. Security & Privacy​

  1. Go to Settings → Organization Settings → Security & Privacy.
  2. Toggle controls such as:
    • Create Statement
    • Plan Visibility
    • Task Lock
    • Comment Lock
    • Document Lock
    • Web Login
    • SSO Login
  3. Save your updates.

III. Email Settings​

  1. Navigate to Settings → Organization Settings → Email Settings.
  2. Configure:
    • Sender Email
    • Sender Name
    • Verification
  3. Save or remove email configurations as needed.

IV. API Tokens, Stats & Usage​

  1. Go to Settings → Developer Settings → API Tokens, Stats & Usage.
  2. Perform required actions:
    • Generate, copy, or regenerate API keys
    • View API usage limits and history
  3. Apply or record changes accordingly.

4. Expected Result​

Once changes are saved in any of the above settings sections, they immediately apply across your organization’s VisionSync account. This ensures consistent governance, user access control, communication setup, and API security based on your selected configurations.