---
title: Overview of the settings
description: The overview serves as a centralized dashboard for admins, particularly HR personnel, providing a comprehensive view of critical organizational information.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Getting Started](https://help.engagedly.com/getting-started?hsLang=en)
3. [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2)

# Overview of the settings

### Table of contents

1\. [Introduction](https://help.engagedly.com/overview-of-the-admin-settings#intro)

2\. [Get started](https://help.engagedly.com/overview-of-the-admin-settings#get)

3\. [Glimpse of the product](https://help.engagedly.com/overview-of-the-admin-settings#glimpse)

### 1. Introduction

Engagedly offers organizations an intuitive and user-friendly experience designed to streamline administrative tasks efficiently. The overview serves as a centralized dashboard for admins, particularly HR personnel, providing a comprehensive view of critical organizational information. The Engagedly platform is designed to align with the sequence of user actions.

The overview offers quick and convenient access to relevant data and essential administrative details. It has two sets of items: Default items and Module-wise items. The default items include the following:

- Active users
- Departments
- Business Units
- Locations
- Pending invoices
- Competencies
- Job titles

You can view the count of each item and quickly access them from the overview rather than going to their respective sections. Learn more in [Overview of the user management](https://help.engagedly.com/access-user-management?hsLang=en).

You can view the

- Addition or departure of users within the last 30 days
- Status of subscribed applications
- Designated point of contact
- [Knowledge base](https://help.engagedly.com/?hsLang=en) to visit and learn more about the platform

The module-wise items provide specific insights into various modules of the product.

Access the default and module-wise items to add and manage them based on your requirements.

***Note:*** *Enable the modules from Engagedly Apps to view module-wise items in the overview.*

### 2. Get started

To get started, you need to understand the sequence of our platform.

1. Get an overview of the platform.
2. [Manage global settings](https://help.engagedly.com/access-global-settings?hsLang=en) that reflect everyone’s settings in the organization.
3. [Manage individual users](https://help.engagedly.com/access-user-management?hsLang=en).
4. [Enable or disable notifications](https://help.engagedly.com/enable-or-disable-notifications?hsLang=en) that reflect everyone in the organization.
5. Track and monitor the users’ activities in [audit log](https://help.engagedly.com/access-audit-log?hsLang=en).
6. [Access billing details](https://help.engagedly.com/access-billing-details?hsLang=en), subscriptions, and invoices.
7. [Add and manage competencies](https://help.engagedly.com/add-and-manage-competencies?hsLang=en) that align with your organizational values, goals, and job requirements.
8. [Create and manage skills](https://help.engagedly.com/create-and-manage-skills?hsLang=en), enabling the users to perform certain tasks or activities effectively.
9. [Access Integrations](https://help.engagedly.com/access-integrations?hsLang=en), enabling you to sync data seamlessly from various integrated apps into the Engagedly platform.
10. [Add and manage resources to Marissa](https://help.engagedly.com/https/help.engagedly.com/https/help.engagedly.com/ahs-previewgdrdttom-123475318667hs_previewgdrdttom-123475318667?hsLang=en), Engagedly’s artificial intelligence.
11. [Add and manage automation](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en) to automate the workflow.
12. Enable or disable the subscribed module from [Engagedly apps](https://help.engagedly.com/enable-or-disable-a-module-in-engagedly?hsLang=en).

### 3. Glimpse of the product

- [Administrator settings](https://youtu.be/VDr-Zbl_ezc)
- [Administrator view](https://youtu.be/_bV_ix1A3PQ)

- [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content)

    - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3)
    - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3)
    - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2)
    - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2)
    - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/getting-started?hsLang=en#faqs)
- [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/marissa-ai?hsLang=en#getting-started)
    - [Configuration and Policy](https://help.engagedly.com/marissa-ai?hsLang=en#configuration-and-policy)
    - [HR Agent Overview](https://help.engagedly.com/marissa-ai?hsLang=en#hr-agent-overview)
    - [App-Specific Agents](https://help.engagedly.com/marissa-ai?hsLang=en#app-specific-agents)
    - [FAQs](https://help.engagedly.com/marissa-ai?hsLang=en#faqs)
- [Analytics](https://help.engagedly.com/analytics?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/analytics?hsLang=en#overview)
    - [Analytics Dashboard](https://help.engagedly.com/analytics?hsLang=en#analytics-dashboard)
    - [FAQs](https://help.engagedly.com/analytics?hsLang=en#faqs)
- [Engagedly Mobile App](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#overview)
    - [Admin and Manager Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#admin-and-manager-features-in-mobile)
    - [Employee Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#employee-features-in-mobile)
- [Butterfly EI](https://help.engagedly.com/butterfly-ei?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/butterfly-ei?hsLang=en#getting-started)
    - [Pulse Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#pulse-survey)
    - [Instant Feedback](https://help.engagedly.com/butterfly-ei?hsLang=en#instant-feedback)
    - [Nurture Stream](https://help.engagedly.com/butterfly-ei?hsLang=en#nurture-stream)
    - [Yearly Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#yearly-survey)
    - [Exit Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#exit-survey)
    - [Response Submission](https://help.engagedly.com/butterfly-ei?hsLang=en#response-submission)
    - [Understand Butterfly Survey Reports](https://help.engagedly.com/butterfly-ei?hsLang=en#understand-butterfly-survey-reports)
    - [FAQs](https://help.engagedly.com/butterfly-ei?hsLang=en#faqs)
- [Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#main-content)

    - [Get Started with Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#get-started-with-talent-mobility)
    - [Discover Talent](https://help.engagedly.com/talent-mobility?hsLang=en#discover-talent)
    - [Manage Talent](https://help.engagedly.com/talent-mobility?hsLang=en#manage-talent)
    - [Plan Succession](https://help.engagedly.com/talent-mobility?hsLang=en#plan-succession)
    - [FAQs](https://help.engagedly.com/talent-mobility?hsLang=en#faqs)
- [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/goals-and-okrs?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2)
    - [Goals (Pre-Tangerine: V1)](https://help.engagedly.com/goals-and-okrs?hsLang=en#goals-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/goals-and-okrs?hsLang=en#faqs)
- [Growth](https://help.engagedly.com/growth?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/growth?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/growth?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/growth?hsLang=en#faqs)
- [Performance](https://help.engagedly.com/performance?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/performance?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/performance?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/performance?hsLang=en#faqs)
- [360 Feedback](https://help.engagedly.com/360-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/360-feedback?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/360-feedback?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/360-feedback?hsLang=en#faqs)
- [Workflow](https://help.engagedly.com/workflow?hsLang=en#main-content)

    - [Get Started With Workflow](https://help.engagedly.com/workflow?hsLang=en#get-started-with-workflow)
    - [Understand Workflow Concepts](https://help.engagedly.com/workflow?hsLang=en#understand-workflow-concepts)
    - [Create and Manage Workflow](https://help.engagedly.com/workflow?hsLang=en#create-and-manage-workflow)
    - [FAQs](https://help.engagedly.com/workflow?hsLang=en#faqs)
- [Learning (LXP)](https://help.engagedly.com/learning-lxp?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/learning-lxp?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/learning-lxp?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-tangerine-v2)
    - [Admin (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-pre-tangerine-v1)
    - [Manager (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-pre-tangerine-v1)
    - [Employee (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/learning-lxp?hsLang=en#faqs)
- [Real-Time Feedback](https://help.engagedly.com/real-time-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/real-time-feedback?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/real-time-feedback?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/real-time-feedback?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/real-time-feedback?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/real-time-feedback?hsLang=en#faqs)
- [Meetings Module](https://help.engagedly.com/meetings-module?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/meetings-module?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/meetings-module?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/meetings-module?hsLang=en#faqs)
- [Coaching](https://help.engagedly.com/coaching?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/coaching?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/coaching?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/coaching?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/coaching?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/coaching?hsLang=en#faqs)
- [Team Pulse](https://help.engagedly.com/team-pulse?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/team-pulse?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/team-pulse?hsLang=en#faqs)
- [Employee Social](https://help.engagedly.com/employee-social?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/employee-social?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/employee-social?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/employee-social?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/employee-social?hsLang=en#faqs)
- [Groups](https://help.engagedly.com/groups?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/groups?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/groups?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/groups?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/groups?hsLang=en#faqs)
- [Surveys](https://help.engagedly.com/surveys?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/surveys?hsLang=en#faqs)
- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)
- [360 Feedback (Indigo)](https://help.engagedly.com/360-feedback-indigo?hsLang=en#main-content)

    - [Get Started with 360 Feedback](https://help.engagedly.com/360-feedback-indigo?hsLang=en#get-started-with-360-feedback)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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