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General Settings

  1. Click on Settings

  2. Choose Account

  3. Choose Organization

  4. Click Organization Settings

  5. Change Name if desired

  6. Leave as No Parent Organization, unless you are setting up a sub or junior organization.

  7. Enter the reply-to email address.

  8. Choose Time Zone

  9. Choose Default Language

  10. Choose Week Ending Day and Time (any values entered after this time will be part of the next week's stats) To change see TIPS & TRICKS: Changing Week Ending Settings.

  11. Choose Year Ending Month and Day

  12. 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


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 Org Chart not directly occupied but held from above

  7. Upload the Avatar Image for temporary posts on the Org 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 Org 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


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


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