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Comma Compliance Docs

Configuration Center overview

The Configuration Center is where admins manage how your Comma tenant works, from capture and classification through retention, reporting, and billing. You reach it from Team > Configuration. Only admins can change configuration.

When you open the Configuration Center, it lands on Overview. This screen shows tenant status, recent changes, and your tenant-wide preferences. Use the sidebar on the left to move to any configuration area.

The Overview screen with a Configuration card explaining that all admin controls for the tenant live here

Configuration sections

Section titled “Configuration sections”

Each item in the sidebar controls one area:

The Configuration Center sidebar with Overview selected, listing Team Settings, Channels & capture, Business vs. personal, and the other configuration sections

  • Team Settings - Manage team name, time zone, and primary language.
  • Channels & capture - Which channels this tenant captures, and where to manage each one.
  • Business vs. personal - Choose which platforms default contacts to business or personal.
  • Contacts & directory - Control what admins and members can see in the contact directory.
  • Retention, storage & records - Configure retention windows and outbound archive delivery to your own cloud storage (Amazon S3 or Azure Blob).
  • Regulatory reporting - FINRA supervision, firm identity, registered reps, and the contact a filing carries.
  • Notifications & escalation - Set up notifications and how alerts are escalated.
  • Audit & compliance reporting - View the configuration change audit log and schedule regulatory reports.
  • Developer & API - Manage API access and webhooks.
  • Branding & localization - Customize branding and subdomain configurations.
  • Billing & plan - Manage your subscription and billing.
  • Trust Center - Opens your public Trust Center in a new tab.