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

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

Click Choose File and upload your company logo

Click Update Organization

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

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

Click Update Organization

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

Upload the Default Avatar Image

Upload the Avatar Image for posts on the Org Chart not directly occupied but held from above

Upload the Avatar Image for temporary posts on the Org Chart

Click Update Organization

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

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

Click Update Organization

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 Org Chart.

Click Update Organization

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

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

Click Add to Slack to enter your Slack workspace address.

Click Update Organization

Click on Settings

Choose Account

Choose Organization

Click Organization Settings

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

Click Update Organization

Go to Settings

Expand your Organization

Click on Organization Settings

Find Organization ID

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.