👤 Managers and Technical Admins have access to these settings in Hook
Customise Hook to fit your organisation’s needs across different parts of the app in Settings. This means you can set up Hook to work in the best way to help your team achieve their goals.
To navigate organisation-wide settings, click the drop-down in the top right corner and select Settings.
Settings in Hook cover:
Add users, remove users and configure their access.
Understand different account roles in Hook.
Set up connections between Hook and other applications.
Organise fields displayed on account pages.
Organise metrics in the Key Metrics section on account pages and the Customers Table.
Configure Risk properties and enable Risks to override Engagement Levels.
Create, edit and delete global company objectives.
Configure custom fields set up specifically for your organisation.
Set up syncing between fields in Hook and fields in your CRM.