---
title: "Tenant admin settings"
slug: "admin-reference-guide"
description: "Tenant admins can access and update settings to customize the GTM plan in Fullcast. Refer to the following table for a description of each settings tab in Fullcast, common tasks, and links to associated documentation including: plan information, jobs, users, audits, metrics, tenant settings, entities and fields, policies, and export-import processes. "
updated: 2026-03-04T19:58:20Z
published: 2026-03-04T19:58:20Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant admin settings

Tenant admins can access and update settings to customize the GTM plan in Fullcast. Refer to the following table for a description of each settings tab in Fullcast, common tasks, and links to associated documentation.

| Settings | Common Tasks | Documentation |
| --- | --- | --- |
| **Plans** | - Set data filters for record import at the plan level. For example, if you only want to import **prospect** accounts into your territory plan and exclude **customer** accounts. - Configure auto-rerun rules. For example, if you want to set a process for automatically re-running rules on unassigned nodes in a plan. - Enable a plan for export. - Duplicate a plan. | - **Training:** [Manage Plans - Fullcast 101 - Part 3](/v1/docs/manage-plans) - [Plan Settings](/plan-and-pay/docs/plan-settings) - [FAQ: duplicate plans](/v1/docs/faqs-duplicated-plans) - [Auto rerun rules](/v1/docs/configure-auto-rerun-rules-for-fields) |
| **Jobs** | - Review job status indicators and notes to troubleshoot issues. For example, if a job failed or had errors. - Understand types of imports and export settings, schedule jobs, and conduct ad hoc jobs. | - [Import jobs](/v1/docs/import-jobs) - [Export jobs](/v1/docs/manage-export-jobs) - [Schedule a job in Fullcast](/v1/docs/manage-export-jobs#schedule-a-job-in-fullcast) - [Configure a scheduled job in Salesforce](/v1/docs/configure-a-scheduled-job-in-salesforce) - [Check job status](/v1/docs/review-job-status#access-the-job-status-table) - [Standard vs custom jobs](/v1/docs/standard-vs-custom-jobs) |
| **Users** | - Add new users. - Configure user access levels - Assign Tenant Admin access. - Block or delete inactive users. | - [Add users and configure access and permissions](/v1/docs/configure-user-permissions) - [Edit, delete, or block existing users](/v1/docs/manage-users) - [Invite new users](/v1/docs/roles-and-coverage-inviting-new-users) - [Set a user as a tenant admin](/v1/docs/configure-user-permissions) |
| **Audit** | - Review activity audit logs for troubleshooting or compliance purposes. For example, you want to see who last committed changes or when someone last logged in. | - [Review audit logs](/v1/docs/review-audit-logs) |
| **Metrics** | - Create metrics to track KPIs and leverage in territory balancing rules - Review inputs for existing metrics. For example, if you have a metric for **Number of Tier A Accounts** and you want to confirm which CRM field is being used in the metric. | - [About metrics](/plan-and-pay/docs/metrics) - [Create and review custom metrics](/plan-and-pay/docs/create-and-review-custom-metrics) |
| **Tenant Settings** | - Determine which fields will be available to search for people to assign coverage. For example, you could include name fields as well as a manager field to facilitate search. - Configure tenant defaults for how data displays in the table. | - [Tenant settings](/v1/docs/tenant-settings) - [Track licenses](/v1/docs/track-licensed-and-unlicensed-people#licensed-users) |
| **Entities & Fields** | - Create or edit fields for specific entities. - Configure address mappings for hierarchical data. - Manage fields for use in hierarchy rules. | - [Entities & Fields Docs](/plan-and-pay/docs/entities-fields) - [Manage entities](/plan-and-pay/docs/manage-entities-in-fullcast) - [Create fields](/plan-and-pay/docs/create-fields-in-fullcast) |
| **Policies** | - Establish the Connected App settings. | - [Create a Connected App](/plan-and-pay/docs/create-a-connected-app) - [External Client App Setup](/plan-and-pay/docs/external-client-app-setup) |
| **Export-Import** | - Manage batch sizes and error rates for smoother processing. | - [Export-Import settings](/plan-and-pay/docs/export-import-settings) - [Export/Import of Data Between Fullcast and Salesforce Environment](/plan-and-pay/docs/exportimport-of-data-between-fullcast-and-salesforce-environment) - [Integrate Fullcast with Salesforce](/plan-and-pay/docs/integrate-fullcast-with-salesforce) |
| **Currencies** | - Enable multi-currency in Fullcast. - Enable currency import from Salesforce. - Add, edit, or delete active currencies. | - [Multiple currencies](https://support.fullcast.com/docs/multiple-currencies) - [Import multiple currencies](https://support.fullcast.com/docs/import-multiple-currencies) |