Organization Settings

How to modify an organization's settings

Support avatar
Written by Support
Updated over a week ago

In this help doc


General Settings

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Change Name if desired

  6. Enter the reply-to email address.

  7. Choose Time Zone

  8. Choose Default Language

  9. Choose Week Ending Day. To change, see TIPS & TRICKS: Changing Week Ending Settings.

  10. Choose Year Ending Month and Day

  11. Click Update Organization


Brand Settings

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Click Choose File and upload your company logo

  6. Click Update Organization


Custom Terms

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. To replace the default Team Chart terms with your custom terms, type the terms in the empty fields.

  6. Click Update Organization


Avatar Settings

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Upload the Default Avatar Image

  6. Upload the Avatar Image for posts on the Team Chart not directly occupied but held from above

  7. Upload the Avatar Image for temporary posts on the Team Chart

  8. Click Update Organization

See also


Objective Levels

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Choose to Customize Objectives levels (set colors for each Objective level)

  6. Click Update Organization


Member Status Options

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Choose to Customize member status options (e.g. Permanent, Contractor, Intern, Trial etc.). These will appear next to the staff member's name on the Team Chart.

  6. Click Update Organization

See also


Alert Status Options

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Expand Alert Status Options. This allows you to set alert types, for example, "unverified", "handled", "successful action", etc.

  6. Click Update Organization


Slack Integration

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Click Add to Slack to enter your Slack workspace address.

  6. Click Update Organization


Vanta Integration

Add to Vanta

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Click Add to Vanta

  6. Click Allow to authorize MetaPulse to access your Vanta account

  7. Log into Vanta

  8. Select your Vanta account

  9. Click Access

  10. The MetaPulse members will be displayed, including their email, permission level, their Status and how they log into MetaPulse: password, SSO (Single Sign-On) or MFA (Multi-Factor Authentication).
    NOTE: The member list will be refreshed every hour.

Remove from Vanta

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Click Remove from Vanta. Click OK.


AWS Settings

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Click Add S3 Bucket to add your Amazon Web Services storage. See Backup Your Knowledge with AWS

  6. Click Update Organization


Organization ID

The Organization ID is used for API access and can be found by:

  1. Go to Settings

  2. Expand your Organization

  3. Click on Organization Settings

  4. Find Organization ID


Delete Organization

  1. Go to Settings

  2. Expand your Organization

  3. Click on Organization Settings

  4. Click Delete Organization

    NOTE: If the button is greyed out and you can't remove the Organization, it's because it's only Organization you have. You would need to create another Organization and then you would be able to remove this Organization. For more info, see Create Another Organization.

    If you want to delete your account, see Delete Account.


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