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:
- Navigate to the Organization section in the sidebar
- Click on Settings
- 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
- 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
- Navigate to Settings
- Modify the fields you want to change
- Click "Save Changes"
- 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
| Role | View Settings | Edit 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:
- Go to Settings
- Scroll to the "Danger Zone" section
- Click "Delete Organization"
- 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
Related Topics
- Create Organization - Initial setup
- Team Management - Manage who can access settings
- Invitations - Add new team members
- Dashboard - Overview of your organization