Organization Settings

Organization settings control global preferences that affect all members. Only admins can modify these settings.

Accessing Organization Settings

Basic Information

Organization Name

Your organization's display name:

• Shown in the header
• Used in reports
• Visible to all members

To change:

1. Click the name field
2. Enter new name
3. Save changes

Organization Slug

The URL-friendly identifier:

• Used in URLs
• Cannot contain spaces
• Changing may affect bookmarks

Organization Logo

Upload your organization's logo:

• Displayed in header
• Used in reports
• Recommended: 200x200px PNG

Regional Settings

Timezone

Default timezone for the organization:

• Affects due date defaults
• Used for scheduled reports
• Individual users can override

Date Format

How dates are displayed:

• MM/DD/YYYY (US)
• DD/MM/YYYY (International)
• YYYY-MM-DD (ISO)

First Day of Week

Calendar configuration:

• Sunday (US default)
• Monday (International)

Compliance Settings

Default Frameworks

Set which frameworks are enabled by default:

• New documents analyzed against these
• Can be overridden per analysis
• Affects gap detection scope

Framework Priority

Order frameworks by importance:

1. Most important first
2. Affects default sorting
3. Used in reports

Compliance Calendar

Configure compliance-related dates:

• Fiscal year start
• Audit periods
• Reporting deadlines

Notification Defaults

Organization-Wide Alerts

Configure alerts sent to all members:

• Critical gap notifications
• System announcements
• Compliance deadlines

Default Channels

Where org-wide notifications go:

• Slack channels (if connected)
• Email distribution lists
• In-app notifications

Security Settings

Session Timeout

How long before inactive users are logged out:

• 30 minutes (high security)
• 8 hours (standard)
• 24 hours (convenience)

Allowed Email Domains

Restrict who can join:

• Limit to company domains
• Multiple domains allowed
• Affects invitation validation

Data Retention

Configure how long data is kept:

• Deleted items: 30 days default
• Audit logs: 3 years minimum
• Custom policies available

Integration Settings

API Access

Manage API settings:

• View API keys (if applicable)
• Regenerate keys
• View API usage

Connected Services

See organization-wide integrations:

• Slack workspace status
• Webhook endpoints
• Third-party connections

Branding

Custom Colors

Customize the platform appearance:

• Primary color
• Accent color
• Limited in current version

Report Branding

Customize exported reports:

• Include organization logo
• Custom footer text
• Contact information

Usage & Billing

Current Plan

View subscription details:

• Plan tier
• Features included
• Usage limits

Usage Statistics

See organization usage:

• Documents analyzed
• Active users
• Storage used

Billing

Manage subscription:

• View invoices
• Update payment method
• Change plan (if applicable)

Danger Zone

Transfer Ownership

Transfer organization to another admin:

1. Must be an existing admin
2. You remain as admin
3. They become primary owner

Delete Organization

Permanently delete the organization:

Before deleting:

• Export all data needed
• Notify all members
• Cancel any subscriptions
• Remove integrations

To delete:

1. Scroll to Danger Zone
2. Click "Delete Organization"
3. Type organization name to confirm
4. Click "Permanently Delete"

Audit Trail

Organization Changes

All organization setting changes are logged:

• Who made the change
• What was changed
• When it occurred
• Previous value

Viewing Audit Log

1. Go to Organization settings
2. Click "View Audit Log"
3. Filter by date range or action type

Best Practices

Regular Review

Review organization settings:

• Monthly: Check member list
• Quarterly: Review frameworks
• Annually: Audit all settings

Documentation

Keep records of:

• Why settings were chosen
• When major changes occurred
• Who approved changes

Security

Secure organization settings:

• Limit admin count
• Use strong authentication
• Review access regularly

Common Questions

Can I change the organization name?

Yes, admins can change the name anytime. It updates everywhere immediately.

What happens if I change the timezone?

Existing dates remain unchanged. New dates use the new timezone. Individual user timezones override for display.

How do I add a second admin?

Go to Members, find the user, and change their role to Admin.

Can I have multiple organizations?

Yes, but each requires separate subscription. Users can belong to multiple organizations.

Next Steps

• Teams - Organize users into teams
• Members - Manage user access
• Invitations - Add new members