The Attio settings tabs after setup
The wizard exists to get a project working. After that the same settings live behind six tabs, so you can change one thing without walking through the rest.
#The tabs
Tab | What it holds |
|---|---|
Connection | The API key, the connection test, and Reset to defaults |
Record type | The Attio object the card is built from |
Matching | How a reporter becomes a record, and the domains this project ignores |
Fields | Which attributes are on the card, their order, and the picture |
Permissions | The permission a viewer needs, and any group restriction |
Placement | Which of the three places the card appears in |
#Saving
Each tab saves only the fields that actually changed, so a change on one screen cannot overwrite a change somebody else made on another. During setup, each step saves as it is completed rather than everything at the end.
Your own changes appear immediately. A settings change clears the remembered copy of every record for that project, so you never have to wait out the fifteen minute cache to see the effect of your own edit.
#A few things worth knowing
The settings page stays reachable whether or not any placement is on, and whether or not the project has ever been connected. Gating it would lock an admin out of the screen that fixes it.
Only project administrators can open it, and that is enforced on the server rather than by hiding the link.
A summary line at the top reads "Shown on <placements>, to <audience>", which is the fastest way to confirm what a project is actually doing.
#Related
Six steps once, six tabs after.
