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What are General Settings?

General Settings allow you to manage the basic configuration of your project, including its name, description, and other fundamental properties.

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Project Information

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Basic Details

SettingDescription
Project NameDisplay name for the project
DescriptionBrief project description
Primary EntityMain entity associated with project
CreatedWhen the project was created
OwnerProject owner

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Editing Project Information

1

Navigate to Settings

Go to Settings → General.
2

Edit Fields

Click on any field to edit.
3

Save Changes

Changes are saved automatically.

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Project Aliases

Aliases help with matching and identification of “you” to entities across the platform.

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What are Aliases?

Aliases are alternative names for your project that help:
  • Match incoming statements to the correct project
  • Improve search results
  • Handle variations in naming

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Managing Aliases

1

Go to Aliases Section

Scroll to the Aliases section in General Settings.
2

Add Alias

Click Add Alias and enter the alternative name.
3

Remove Alias

Click the X next to any alias to remove it.

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Common Alias Uses

ScenarioExample
Abbreviations”The Artist Name” → “TAN”
Legal vs Display”Artist LLC” → “Artist”
Historical Names”Old Band Name” → “New Band Name”
International”English Name” → “Japanese Name”

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Project Preferences

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Display Preferences

SettingOptions
Default CurrencyCurrency for displaying amounts
Date FormatDate display format
Number FormatThousand separators, decimals

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Project Access

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Visibility

LevelDescription
PrivateOnly invited members
OrganizationAll organization members

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Changing Visibility

1

Go to Access Section

Find Access settings in General.
2

Select Visibility

Choose the appropriate level.
3

Confirm

Confirm the change.
Changing to Organization visibility gives all org members access to project data.

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Project Status

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Status Options

StatusDescription
ActiveNormal operation
PausedProcessing suspended

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Deleting a Project

1

Go to Project Status

Find Status section in General Settings.
2

Click Archive

Select Delete Project.
3

Confirm

Confirm deletion (can not reversed).

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Danger Zone

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Leave Project

Remove yourself from the project:
1

Scroll to Danger Zone

Find the Danger Zone section.
2

Click Leave Project

Select Leave Project.
3

Confirm

Confirm that you want to leave.
You will lose all access to project data. Another admin must re-invite you.

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Delete Project

Permanently delete the project and all data:
1

Click Delete Project

In Danger Zone, click Delete Project.
2

Type Confirmation

Type the project name to confirm.
3

Confirm Delete

Click Delete to permanently remove.
This action is irreversible. All contracts, statements, catalog items, and settings will be permanently deleted.

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Requirements for Deletion

RequirementDetails
RoleMust be project Owner
ConfirmationMust type project name
No Active IntegrationsMust disconnect integrations first

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Best Practices

Update project description and details when things change.
Include all variations of your project/artist name as aliases.

Members

Manage team access and permissions.

Integrations

Connect external services.