---
title: Admin & Settings | Help Guide
description: "Customise your platform to fit your\nbusiness goals."
---

[Skip to content](https://dealengine.tech/help-guide/admin-settings#main-content)

[![Help Guide Logo](https://dealengine.tech/hubfs/Help%20Guide%20Logo.svg)](https://dealengine.tech/help-guide)

Open main navigation

Close main navigation

 What are you looking for?

- There are no suggestions because the search field is empty.

1. [Help Guide](https://dealengine.tech/help-guide)
2. [Admin & Settings](https://dealengine.tech/help-guide/admin-settings)

# Admin & Settings

 Customise your platform to fit your business goals.

## Platform customisation

- [Global Menu Customisation](https://dealengine.tech/help-guide/global-menu-0)
- [Data Source Prioritisation](https://dealengine.tech/help-guide/data-source-prioritisation)
- [Data Priorities: CRM Push](https://dealengine.tech/help-guide/data-priorities-crm-push)
- [Data connectors](https://dealengine.tech/help-guide/data-connectors)
- [Your platform URL and access configuration](https://dealengine.tech/help-guide/your-platform-url-and-access-configuration)
- [Using Public APIs](https://dealengine.tech/help-guide/using-public-apis)

See less ▼

## User menu

- [User Settings](https://dealengine.tech/help-guide/user-settings)
- [Date & Time Settings](https://dealengine.tech/help-guide/date-time-settings)
- [System Requests](https://dealengine.tech/help-guide/system-requests)
- [Set up your Browser Extension](https://dealengine.tech/help-guide/set-up-your-browser-extension)
- [Invite and manage Users](https://dealengine.tech/help-guide/invite-and-manage-users)
- [Create and manage Teams](https://dealengine.tech/help-guide/create-and-manage-teams)

See less ▼

## Data Management

- [Data Upload: Companies](https://dealengine.tech/help-guide/data-upload-companies)
- [Data Upload: Financials](https://dealengine.tech/help-guide/data-upload-financials)
- [Data Upload: Funding](https://dealengine.tech/help-guide/data-upload-funding)
- [Data Upload: M&A Deals](https://dealengine.tech/help-guide/data-upload-ma-deals)
- [Data Management: Custom Properties](https://dealengine.tech/help-guide/data-management-custom-properties)
- [Data Management: Companies](https://dealengine.tech/help-guide/data-management-companies)
- [Data Management: RSS Feeds](https://dealengine.tech/help-guide/data-management-rss-feeds)

See less ▼

## Alerts & Emails

- [Creating and managing email digests](https://dealengine.tech/help-guide/creating-and-managing-email-digests)

- [Getting started](https://dealengine.tech/help-guide/getting-started)
- [Admin & Settings](https://dealengine.tech/help-guide/admin-settings#main-content)

    - [Platform customisation](https://dealengine.tech/help-guide/admin-settings#platform-customisation)
    - [User menu](https://dealengine.tech/help-guide/admin-settings#user-menu)
    - [Data Management](https://dealengine.tech/help-guide/admin-settings#data-management)
    - [Alerts & Emails](https://dealengine.tech/help-guide/admin-settings#alerts-emails)
- [All Companies](https://dealengine.tech/help-guide/all-companies#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/all-companies#using-and-saving-filters)
    - [Other Features](https://dealengine.tech/help-guide/all-companies#other-features)
- [Company Profile](https://dealengine.tech/help-guide/company-profile#main-content)

    - [Company Profile Options](https://dealengine.tech/help-guide/company-profile#company-profile-options)
    - [Overview Tab](https://dealengine.tech/help-guide/company-profile#overview-tab)
    - [Other Tabs](https://dealengine.tech/help-guide/company-profile#other-tabs)
- [Recommendations](https://dealengine.tech/help-guide/recommendations#main-content)

    - [Company Recommendations](https://dealengine.tech/help-guide/recommendations#company-recommendations)
- [Collections](https://dealengine.tech/help-guide/collections#main-content)

    - [Collections Page](https://dealengine.tech/help-guide/collections#collections-page)
    - [Within a Collection](https://dealengine.tech/help-guide/collections#within-a-collection)
- [News](https://dealengine.tech/help-guide/news#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/news#using-and-saving-filters)
    - [News Articles](https://dealengine.tech/help-guide/news#news-articles)
    - [Watchlist](https://dealengine.tech/help-guide/news#watchlist)
- [Transactions](https://dealengine.tech/help-guide/transactions#main-content)

    - [Using and Saving Filters](https://dealengine.tech/help-guide/transactions#using-and-saving-filters)

[![Deal Engine logo](https://dealengine.tech/hs-fs/hubfs/Logo-blue-black.png?width=200&height=32&name=Logo-blue-black.png "Deal Engine logo")](https://filament.ai/)

Copyright © 2026, Filament Consultancy Group Limited trading as Deal Engine