Default Settings

Set default configurations that automatically apply to new projects. Save time by configuring your preferences once instead of setting them up for each project.

How Defaults Work

When you create a new project:

  1. Default settings are automatically applied
  2. Project inherits all your configured defaults
  3. You can override any setting at the project level

Changing defaults only affects new projects. Existing projects keep their current settings.

Available Default Settings

Configure defaults for:

Access

Set default widget access configuration:

  • Parameter-based activation
  • Authentication requirements
  • Client access mode (Open, Request Access, Invite Only)

Learn more about Access settings

Notifications

Configure default email notification preferences:

  • New comment notifications
  • Reply notifications
  • Status change notifications

Learn more about Notifications

Functionalities

Set default widget features:

  • Drawing annotations
  • Screenshots
  • File uploads
  • Metadata collection
  • Tutorial

Learn more about Functionalities

Theme

Configure default widget appearance:

  • Primary color
  • Background colors
  • Modal alignment

Learn more about Theme

Localization

Set default widget text and translations:

  • Custom labels
  • Translated text
  • Link text

Learn more about Localization

Integrations

Configure default integrations:

  • Slack
  • Trello
  • Webhooks

Learn more about Integrations

Accessing Default Settings

  1. Click your account menu (top-right)
  2. Select Default Settings
  3. Choose the setting category to configure
  4. Save your changes

Overriding Defaults

To customize settings for a specific project:

  1. Go to your project
  2. Open the relevant settings page
  3. Make your changes
  4. Save

Project-level settings always override defaults.

Next Steps

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