GREENDEX

Organization Settings

Configure your organization's preferences and details

Organization Settings

Organization settings allow you to manage your organization's details, preferences, and configuration options.

Accessing Settings

To access your organization settings:

  1. Navigate to the Organization section in the sidebar
  2. Click on Settings
  3. You'll see the settings form with your current information

Settings Overview

Organization Details

Name

  • The official name of your organization
  • Visible to all team members and participants
  • Can be changed at any time

Slug

  • URL-friendly identifier for your organization
  • Used in some URLs and references
  • Auto-generated from the name but can be customized

Contact Information

Email

  • Primary contact email for the organization
  • Used for important notifications
  • Should be monitored regularly

Phone (Optional)

  • Contact phone number
  • Useful for urgent communications

Address Information

Location

  • Physical address of your organization
  • Used for carbon footprint calculations
  • Important for project location context

Country

  • The country where your organization is based
  • Affects timezone and regional settings
  • Used in reporting and compliance

Managing Settings

Editing Organization Details

  1. Navigate to Settings
  2. Modify the fields you want to change
  3. Click "Save Changes"
  4. Changes take effect immediately

Validation

The settings form validates:

  • Required fields are filled
  • Email format is correct
  • Phone numbers are valid
  • Names are not empty

Advanced Settings

Timezone

Set your organization's default timezone:

  • Affects project dates and times
  • Used for reporting periods
  • Can be overridden per project if needed

Language

Default language for your organization:

  • Affects system notifications
  • Used for participant communications
  • Currently supports: English, German, and more

Branding (Future)

Planned features include:

  • Custom logo upload
  • Color scheme customization
  • Branded participant forms

Permissions

Who Can Access Settings

RoleView SettingsEdit Settings
Owner
Employee
Participant

Only Owners can modify organization settings. Employees can view settings but cannot make changes.

Danger Zone

Delete Organization

Warning: This action is irreversible.

To delete your organization:

  1. Go to Settings
  2. Scroll to the "Danger Zone" section
  3. Click "Delete Organization"
  4. Confirm the deletion

What gets deleted:

  • All organization data
  • All projects and their data
  • All participant information
  • Team member associations

What to do before deleting:

  • Export any important data
  • Notify team members
  • Complete or transfer active projects

Troubleshooting

Changes Not Saving

If your settings changes don't persist:

  • Check for validation errors
  • Ensure you clicked "Save Changes"
  • Verify you have Owner permissions
  • Try refreshing the page

Invalid Email Error

  • Ensure the email format is correct (e.g., name@domain.com)
  • Check for typos or extra spaces
  • Use a valid, accessible email address

Slug Already Taken

If your preferred slug is unavailable:

  • Add a location or department identifier
  • Use an abbreviation
  • Contact support if you believe there's a conflict

Best Practices

Keeping Information Current

  • Update annually - Review settings at least once a year
  • After relocations - Update address if your organization moves
  • Contact changes - Keep email and phone current
  • Rebranding - Update name and details if your organization rebrands

Security Considerations

  • Use organization email - Not a personal email address
  • Monitor access - Only Owners should have settings access
  • Regular audits - Review who has Owner permissions

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