Organization Settings

Configure organization-wide settings

Last updated: December 20, 2024

Organization Settings

Configure settings that apply to your entire organization.

Accessing Organization Settings

  • Go to Settings
  • Select Organization
  • Requires Domain Admin role
  • General Settings

    • Organization Name: Your company name
    • URL Slug: Your unique subdomain
    • Logo: Organization logo for branding

    Regional Settings

    • Timezone: Default timezone for dates
    • Date Format: DD/MM/YYYY or MM/DD/YYYY
    • Currency: Default currency symbol
    • Financial Year Start: Month your FY begins

    Data Entry Settings

    • Weekly Entry Day: Day weekly metrics are due
    • Monthly Entry Day: Day monthly metrics are due
    • Default Reminder Settings: When to send reminders

    Branding

    Customize the look:

    • Primary Color: Main brand color
    • Accent Color: Highlights and buttons
    • Custom CSS: Advanced customization

    Security

    • Session Timeout: Auto-logout duration
    • SSO Configuration: Enterprise login
    • Domain Auto-Join: Allow email domain signups

    Danger Zone

    • Export All Data: Full organization export
    • Delete Organization: Permanent removal

    Proceed with caution in the danger zone!

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