What are Platform Settings?

Platform Settings in Performance Analytics are the administrative tools that enable you to configure your organization's profile, manage user access, track data submissions, define your organizational structure, and maintain your subscription. These tools are essential for ensuring your organization's data is properly structured and that the right people have appropriate access to the platform.

Accessing Platform Settings

All Platform Settings are accessed through the same location:

Click the ⚙️ Settings icon in the top-right corner of any screen
Select the desired settings module from the dropdown menu:

You may see different options based on your account permissions.

Permissions Required to Access Settings

Access to Platform Settings modules requires specific permissions:

Module	Accessible to `Account Type`
My Organization	`Organization Admin`
Activity Spaces	`Organization Admin`
User Management	`Organization Admin`
Analytics Contribution Tracker (Data History)	View-only: `All User Accounts` User Accounts with access to `Data Inputs` can submit or re-open;
Organization Chart Configuration	User Accounts with access to `Compensation Data Inputs` or `Compensation Report`
Invoices and Payments	`Primary Billing Contact` or `Billing View Only`

To grant users access to these modules, see the User Management documentation.

All Settings Modules

My Organization

Manages your organization's core identity information, including name, address, and key organizational metrics. This information is used throughout the platform for reporting and classification purposes.

Key capabilities:

Update organization name and contact information
Define organization type and legal structure
Specify venue count and square footage value used in per square foot metrics

Learn more about My Organization

Activity Spaces

Maintains a comprehensive inventory of your organization's performance and non-performance spaces. This information is used for space utilization metrics, occupancy cost calculations, and capacity analysis.

Key capabilities:

Create and manage venue inventory
Define performance vs. non-performance spaces
Track venue capacity and ownership
Configure occupancy cost inclusion/exclusion

Learn more about Activity Spaces

User Management

Controls user access to your organization's Performance Analytics instance, including what data users can view and modify.

Key capabilities:

Create and manage user accounts
Assign predefined roles or custom permissions
Control access to specific modules and features
Activate or deactivate user accounts

Learn more about User Management

Analytics Contribution Tracker (Data History)

Monitors the status of your organization's data submissions across fiscal years and products (Benchmark and Compensation).

Key capabilities:

Track data submission status
Submit completed data for inclusion in analytics
Unlock previously submitted data for edits
Navigate directly to input forms and reports

Learn more about Analytics Contribution Tracker

Organization Chart Configuration

Creates a structured representation of your organization's positions and hierarchy. This structure serves as the foundation for Compensation data collection.

Key capabilities:

Define position titles and reporting relationships
Build a department and level-based organizational structure
Designate positions as employee or outsourced/contract
Configure fiscal year-specific organizational charts

Learn more about Organization Chart Configuration

Invoices and Payments

Manages your Performance Analytics subscription, billing information, payment methods, and invoice history.

Key capabilities:

View subscription details and renewal dates
Update payment methods and billing information
Download invoices and receipts
Configure billing notification preferences

Learn more about Invoices and Payments

Module Relationships

The Platform Settings modules work together as an integrated system:

Key relationships include:

My Organization → Activity Spaces:
references Operator Name from My Organization
Analytics Contribution Tracker → Organization Chart Configuration:
Submission status affects ability to edit org chart
User Management → All Modules:
Controls access permissions for all settings
Organization Chart Configuration → Compensation Data Entry:
Defines structure for compensation data collection

Common Administrative Workflows

Initial Platform Setup

Update Organization Information
- Complete the My Organization profile
- Configure Activity Spaces
Set Up User Access
- Create administrator accounts
- Define user roles and permissions
Configure Organizational Structure (Compensation only)
- Build Organization Chart for current fiscal year
- Position mapping for Compensation data

Annual Data Inclusion Process

Prepare New Fiscal Year
- Copy Organization Chart from previous year, update any structural changes (Compensation only)
- Review how-to guides for Benchmark
Manage User Access
- Review and update user permissions
- Deactivate accounts for departed staff
Track Data Submissions
- Use Analytics Contribution Tracker to monitor submission status
- Ensure timely data submission after fiscal year end

Best Practices

Regular Maintenance:
Review and update settings annually to ensure accuracy
Permissions Management:
Limit the Organization Admin designation to necessary personnel only; keep in mind that accounts with access to this module can create and modify all user accounts and permissions
Documentation:
Maintain internal documentation of your configuration choices and data input processes (could be reports from your transaction systems or excel worksheets, whatever works for your team)
Stay Up-To-Date:
Use the Analytics Contribution Tracker to monitor data available for your org
Backup:
Keep offline records of critical configuration and data info