In this help doc
General Settings
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Change Name if desired
Enter the reply-to email address.
Choose Time Zone
Choose Default Language
Choose Week Ending Day. To change, see TIPS & TRICKS: Changing Week Ending Settings.
Choose Year Ending Month and Day
Click Update Organization
Brand Settings
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Click Choose File and upload your company logo
Click Update Organization
Custom Terms
Click on Settings
Expand your Organization
Click Organization Settings
To replace the default Team Chart terms with your custom terms, type the terms in the empty fields.
Click Update Organization
Avatar Settings
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Upload the Default Avatar Image
Upload the Avatar Image for posts on the Team Chart not directly occupied but held from above
Upload the Avatar Image for temporary posts on the Team Chart
Click Update Organization
See also
Objective Levels
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Choose to Customize Objectives levels (set colors for each Objective level)
Click Update Organization
Member Status Options
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
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.
Click Update Organization
See also
Alert Status Options
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Expand Alert Status Options. This allows you to set alert types, for example, "unverified", "handled", "successful action", etc.
Click Update Organization
Slack Integration
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Click Add to Slack to enter your Slack workspace address.
Click Update Organization
Vanta Integration
Add to Vanta
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Click Add to Vanta
Click Allow to authorize MetaPulse to access your Vanta account
Log into Vanta
Select your Vanta account
Click Access
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).
โNOTE: The member list will be refreshed every hour.
Remove from Vanta
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Click Remove from Vanta. Click OK.
AWS S3 Buckets
Click Settings
Expand your Organization
Click Organization Settings
Expand AWS S3 Buckets
Click Add S3 Bucket
Select HTML
You can set up AWS Direct Account Sync instead of providing an Access key. It requires granting MetaPulse AWS Account in your S3 bucket first. If you prefer this option, please contact us to request MetaPulse AWS Account ID.
Enter your AWS Access Key ID
Enter your AWS Secret Access Key
Enter your Bucket Name
Enter your AWS Region
Click Save
The S3 Bucket will be displayed
To add another S3 bucket, click Add S3 Bucket. Repeat steps 6-12.
Click Update Organization. Your items will be immediately backed up in S3.
NOTE: Each time you revise a Knowledge item and publish it, the revised version will be immediately backed up to your S3 bucket as well.
See also:
Organization ID
The Organization ID is used for API access and can be found by:
Go to Settings
Expand your Organization
Click on Organization Settings
Find Organization ID
Delete Organization
Go to Settings
Expand your Organization
Click on Organization Settings
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.