Settings
Web vs mobile: Mobile covers day-to-day admin — team invites, org name, notifications, alert rules, and audit log browse. Integration OAuth, branding deep config, and some web-only admin sections are completed on PanelOne web.
Navigation: More → Settings
Settings on PanelOne Mobile mirrors the web settings structure with mobile-appropriate scope — full admin destinations are available, but integration connect flows redirect to web.
Settings Overview
Open More → Settings to see all available destinations. Visible items depend on your role (Owner, Admin, Engineer, Viewer, Finance).
| Destination | Subtitle | Typical role |
|---|---|---|
| Profile | Display name | All |
| Security | MFA & passkeys | All |
| Sessions | Active sessions | All |
| Organization | Name & plan | Admin+ |
| Branding | Colors & logo | Admin+ |
| Team | Members and roles | Admin+ |
| Permissions | Roles & access | Admin+ |
| Integrations | Read-only status | Admin+ |
| Notifications | Push & email digest | All |
| SSO | Single sign-on | Admin+ |
| Alert Rules | Thresholds & routing | Admin+ |
| Automation | Workflow automation | Admin+ |
| Audit Logs | Activity history | Admin+ |
| Icon Library | Custom icons | Admin+ |
| Client note tags | Note categorization | Admin+ |
| Custom fields | Entity fields | Admin+ |
| Lead fields | PSA lead fields | Admin+ |
| PSA reference | PSA config reference | Admin+ |
| Import PSA notes | WorkflowMax import | Admin+ |
Deep links like panelone://settings/alert-rules open specific settings screens directly.
Profile
Navigation: Settings → Profile
| Setting | Mobile |
|---|---|
| Display name | Edit |
| View (sign-in identity) | |
| Avatar | View/upload where supported |
| Sign out | Clears session and local data |
Account & push preferences are also reachable from More → Account & push.
Team
Navigation: Settings → Team
Admin team management on mobile:
| Action | Steps |
|---|---|
| View members | Browse team list with roles |
| Invite member | Tap Invite → enter email and role |
| Change role | Select member → update role |
| Remove member | Admin action with confirmation |
Invited members receive the same email flow as web invites.
Web reference: Settings → Team
Permissions
Navigation: Settings → Permissions
Browse role definitions and access levels. Complex permission matrix editing may link to web for full control.
| Role | Typical access |
|---|---|
| Owner | Full org access |
| Admin | Full except ownership transfer |
| Engineer | Operational pages |
| Viewer | Read-only |
| Finance | Billing and reports |
Integrations (Read-Only)
Navigation: Settings → Integrations
Mobile shows read-only integration status:
| Displayed | Not on mobile |
|---|---|
| Connected integration list | OAuth authorize flows |
| Last sync status | API key entry dialogs |
| Connection health | Disconnect/reconfigure wizards |
| Open on web CTA | Marketplace install |
Tap Configure on web to open PanelOne web Settings → Integrations in Safari.
Web reference: Settings → Integrations
Alert Rules
Navigation: Settings → Alert Rules
Configure alert thresholds and routing rules:
- View existing rules
- Create and edit rules (admin)
- Set severity overrides and notification targets
Web reference: Settings → Alert Rules
Notifications
Navigation: Settings → Notifications
| Setting | Description |
|---|---|
| Push notifications | Enable/disable APNs delivery |
| Alert categories | Which alert types push |
| Email digest | Digest frequency picker |
Push preferences pair with Push Notifications & Deep Links.
Organization
Navigation: Settings → Organization
| Setting | Mobile |
|---|---|
| Organization name | Edit (admin) |
| Plan info | View |
| URL slug | View — change on web |
| Require MFA (org-wide) | View only — toggle on web |
Audit Logs
Navigation: Settings → Audit Logs
Browse organization activity history:
- User actions
- Settings changes
- Integration events
- Filter by date and actor
Read-only browse — export and advanced filtering may be richer on web.
Additional Admin Destinations
Mobile includes admin settings that match web Wave 1B coverage:
| Destination | Purpose |
|---|---|
| Branding | Org colors and logo preview |
| SSO | SSO status and web config link |
| Automation | Automation rule browse |
| Icon Library | Custom integration icons |
| Client note tags | Tag management |
| Custom fields | Entity custom field defs |
| Lead fields | PSA lead field config |
| PSA reference | PSA mapping reference |
| Import PSA notes | WorkflowMax note import trigger |
Complex wizards in these sections may redirect to web.
Tips & Best Practices
- Invite team from mobile — Quick way to onboard a field engineer.
- Never configure OAuth on mobile — Use the integrations web CTA.
- Set push preferences early — Critical for on-call alert delivery.
- Review audit logs after incidents — Confirm who acknowledged or changed what.
Related Guides
- Security — MFA, passkeys, sessions
- Integrations Hub — Product data browse
- Settings (web) — Full web settings reference