In this help doc
General Settings
Click on Settings
Choose Account
Choose Organization
Click Organization Settings
Change Name if desired
Leave as No Parent Organization, unless you are setting up a sub or junior organization.
Enter the reply-to email address.
Choose Time Zone
Choose Default Language
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.
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
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 Org Chart not directly occupied but held from above
Upload the Avatar Image for temporary posts on the Org 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 Org 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
AWS Settings
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
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