Settings
Purpose: Walk the two Settings surfaces — organisation scope (credentials, org-wide options) and project scope (how the project uses the org's integrations, modules, and people).
Organisation Settings — where org-wide config lives
From Home, with the right organisation selected in the header, open Settings (the gear icon). The left sidebar lists:
| Sidebar item | What it does |
|---|---|
| Return to projects | Back to Home. |
| Dashboard | Organisation analytics — see Organization Dashboard. Shown only when you have analytics access for this organisation. |
| General settings | Edit the organisation name. Use Save changes when you have permission to update the organisation. |
| Integrations | Create and edit organisation-level integrations (issue tracking, version control, design system). Projects do not redefine credentials here; they select which org integration to use when creating or editing a project. |
| Audit log | Not available in this release; the sidebar entry is reserved for later. |
General settings
Single-form page. Edit the organisation name and press Save changes. The Save button is disabled if your role does not permit organisation updates.
Integrations (at the organisation level)
This is where the credentials for every external tool live. Per-category, the org admin configures one or more integrations and gives each a human-readable name; projects then pick one of those names when they need that capability.
Per the Swifter Environment reference, the supported integrations are:
| Category | Required? | Supported integrations |
|---|---|---|
| Issue tracking | Required | Azure DevOps Boards · Jira |
| Version control | Required | GitHub · Azure DevOps Git · Bitbucket · GitLab |
| Design | Required (for Frontend modules) | Figma |
| CI | Optional | Jenkins |
| SSO | Optional | WorkOS |
Each integration's setup detail is documented in Setup → Swifter Environment — the Settings UI here is the visual surface; the setup steps (PAT scopes, branch policies, OAuth scopes) live in that page.
Audit log
Sidebar entry exists but is not available in this release — the platform will surface organisation-level audit events here in a future version.
Project Settings — how this project uses org-level config
From the project Workspace, open Settings in the header. The left sidebar lists:
| Sidebar item | What it does |
|---|---|
| Return to project | Back to the project Workspace. |
| Project settings | Project-scope configuration (the first item on the sidebar) — see below. |
| People | Member list and roles — see below. |
Project settings — the form
The Project settings page is one form with the same fields as Create a project, with three behaviour rules:
- Project name — editable when you have project update permission.
- Issue tracking and Design system integrations — editable; pick from the integrations the org admin configured.
- Version control system — fixed for the project after creation. Shown for reference but not editable; if you need a different VCS, the project must be recreated.
- Modules — existing modules are listed read-only; you cannot edit or remove them from this page. You can add new modules with the same field set the Create-new-module dialog uses.
- Work item query predicate — editable; filters which work items come across on Sync with issue tracker (WIQL
WHEREclause for Azure DevOps; JQL for Jira; leave empty to use the tracker's default).
Press Save changes when the form is enabled.
People — members and roles
Paginated member list with search and role filter. Three actions are available, all gated by your own role:
| Action | Who can do it |
|---|---|
| Add people | Project admins (when the organisation allows project updates) |
| Remove a member | Project admins |
| Switch between project admin and product engineer | Project admins |
The platform never leaves a project without an admin. The last project admin cannot be removed or demoted until another admin is assigned — the UI greys out the controls until you nominate a replacement.
The two project roles
| Role | What they can do |
|---|---|
| Project admin | Edit Project settings (name, integrations, modules, work-item query) and manage People (when the organisation allows updating projects). The user who creates the project is automatically the first project admin. |
| Product engineer | The default role for added members. Works inside the Reqs / App / Dev / Test tabs and the agent chat. Grant project admin if they need to manage Project settings or membership. |
The role only affects what you can edit in Settings — both roles see the same Workspace, the same backlog, the same agent chat. Promoting someone to project admin is reversible.
When to use each surface
| Scenario | Which Settings |
|---|---|
| Adding a new Git host / Figma file for the whole organisation | Organisation → Integrations |
| Changing a project's display name | Project → Project settings |
| Adding a developer to a specific project | Project → People → Add people |
| Granting an analyst admin rights on a project | Project → People → switch role to project admin |
| Filtering which work items sync from the tracker into this project | Project → Project settings → Work item query predicate |
| Viewing org-wide analytics | Organisation → Dashboard |
| Adding a new module to an existing project | Project → Project settings → Modules → add |
If you cannot find the control where you expect it, the most common reason is permission — try the same flow from a project-admin account.