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Settings Page

Overview of the Settings page and available configuration options.

⚠️ Select your experience

The steps to navigating to your Settings page depend on your interface version. Select a link to skip to the instructions for your version.

Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.

Instructions for the New Experience ⬇️

The Settings page is part of Drata’s unified experience, providing consistent configuration and predictable workflows across personal and organization settings.

Use Settings to:

  • Customize your personal experience in Drata

  • Configure organization-wide behavior that impacts audits, automation, and access

  • Manage roles, workspaces, and compliance configuration

This article provides a high-level overview of what you can manage in each section.

How to access Settings

From anywhere in Drata, select Settings in the main navigation. The Settings page is organized into three sections:

  • Personal: Settings that apply only to you

  • Organization: Company-wide settings that affect audits and access

  • Configuration: Advanced automation and platform behavior


Personal settings

Personal settings control your individual experience in Drata.

Setting

Purpose

Language

Set your personal display language in Drata.

Note: All personnel can change their language as needed. This only changes your personal Drata experience.

Notifications

Control which email reminders you receive and how often.


Organization settings

Organization settings apply across your company and define how Drata behaves during audits. These settings typically require Admin or elevated roles.

⚠️ Note: Many organization settings directly affect audit readiness, evidence generation, and access control. Changes should be made intentionally and by users with the appropriate role.

Setting

Purpose

Account access

Grant or revoke temporary access for Drata Support.

Language

Set the default language for the organization.

Note: Only Admins can set a company default language. This sets the default language for all personnel using Drata by default. However, each person can individually customize their own language preferences.

Organization details

Manage company name, domain, and identifying information.

This page contains Org Info and Key personnel tab.

Notification rules

Configure organization-wide notification behavior.

Personnel compliance

Manage HR-related compliance requirements

This page contains Internal Security, Training, and Human Resources tab.

Plan and usage

View subscription details, enabled features, and usage metrics.

Role administration

Define and manage user roles and permissions.

Workspaces

Configure workspace structure and user access (if enabled).

Note: You can add your workspace managers within this page.


Configuration settings

Configuration settings control automation and advanced platform behavior.

Setting

Purpose

AI settings

Enable and manage AI-powered features across Drata.

API keys

Create and manage API keys for integrations and custom workflows.

Fields and formulas

Create custom fields and calculated values for reporting and automation.

Ticket automation

Automatically generate tickets from compliance activity.

Workflows

Automate multi-step task and approval flows.


Instructions for the Classic Experience ⬇️

Configuring your Drata account ensures that the right team members have access to key compliance tools and that your account settings accurately reflect your organization’s operations. Proper configuration also supports evidence collection for frameworks such as SOC 2, ISO 27001, and others.

Prerequisites

  • Only Administrators have full access to Company Settings.

  • All users can access their own My Settings to manage personal preferences.

Access the Settings Page

  1. Click your user profile (bottom-left corner of the screen).

  2. Select Settings from the menu.

You’ll land on the Settings page, which is organized into two main sections: My Settings and Company Settings.

My Settings

Setting

Description

Notifications

Choose which compliance or automation alerts you’d like to receive.

Language

Select your preferred display language for the Drata app.

Company Settings

These settings may apply to your organization as a whole

Setting

Description

Account Access

Grant Drata Support remote access.

AI Settings

Once you enable AI, users of this workspace will have access to the AI features.

API Keys

Create and manage API keys for integrations and custom workflows.

Company Info

Update company name, domain, and workspaces.

Compliance as Code

Manage automated control mapping and compliance scripts.

Custom Fields & Formulas

Add organization-specific data fields or computed values to enhance reporting.

Human Resources

Manage HR compliance activities, including background checks, off-boarding, and key HR documentation such as org charts and employment agreements.

Internal Security

Configure your organization’s internal security policies, including how Drata monitors workstation configurations and collects related evidence. You can also define your security awareness training requirements and how completion data is synced into Drata.

Key Personnel Info

Assign and update roles such as Security Officer or CEO.

Language

Set a default company-wide language preference.

Notifications

Configure organization-wide notification preferences.

Plan and Usage

View subscription plan details and usage metrics.

Role Administration

Define and manage user roles and permissions.

Ticket Automation

Configure automation rules that generate tickets from compliance tasks.

Vendor Questionnaires

Manage vendor assessments/questionnaires.

Workflows

Create automated task flows to streamline evidence collection or approvals.

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