Organization Settings

Organization settings allow you to configure your organization's basic information, preferences, and operational details. These settings affect how your organization appears and functions throughout the system.

Accessing Organization Settings

1. Navigate to Organization Settings

   • Go to Dashboard
   • Click on "Organization Settings" in the navigation menu
   • Or go to Dashboard → Organization Settings → General

2. Settings Overview

   • You'll see tabs for different setting categories:
     • General: Basic organization information
     • Members: Team member management
     • Departments: Department configuration
     • Employment Types: Payroll configuration
     • Shift Management: Shift templates
     • Time Off Types: Time-off categories
     • Devices: Kiosk device management

Viewing and Editing Organization Information

General Settings Tab

The General Settings tab allows you to edit your organization's basic information:

Editable Fields:

• Organization Name - Your business name (appears throughout the system)
• Description - Brief description (useful for multi-organization accounts)
• Contact Email - Primary contact email
• Contact Phone - Primary contact phone number
• Timezone - Automatically set during setup, can be changed if needed
• Currency - Automatically set during setup, affects payroll calculations

How to Edit:

1. Click on any field to edit
2. Update the information as needed
3. Click "Save" to apply changes, or "Cancel" to discard

Important Notes:

• Only Owners and Admins can edit organization settings
• Changes take effect immediately
• Timezone and currency changes affect all time displays and calculations

For information about setting up your organization initially, see Setting Up Your Organization.

Managing Other Settings

The Organization Settings page provides access to various configuration areas:

Available Tabs:

• General - Basic organization information (see above)
• Members - Team member management (see Inviting Team Members and Managing Members)
• Departments - Department configuration (see Creating & Managing Departments)
• Employment Types - Payroll configuration (see Configuring Employment Types)
• Shift Management - Shift templates (see Creating Shift Templates)
• Time Off Types - Time-off categories (see Managing Time Off Types)
• Devices - Kiosk device management (see Setting Up a Time Clock)

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Next: Switching Between Organizations