Organization Settings

This page serves as the central hub for managing an organization’s core settings and administrative details. Here, administrators can access and edit essential information about the organization, manage team members and their access rights, and set up automated reporting schedules.

Organization Settings Page

  • General Info:

    • Displays key information such as the organization’s name, industry or region regulations, company size, and address.

    • A button to "Edit General Info" allows for updating these details.

General Info

  • Members:

    • Lists all team members within the organization. Users can search for members by name using the search bar.

    • Each member's name, email, title, and admin status are displayed, with toggles indicating their admin rights.

    • The "Add New Member" button allows the addition of new team members.

Members

  • Scheduled Reports:

    • Shows reports scheduled to be sent out, including fields for recipient emails, report type, frequency, and mail subject.

    • Users can search for reports by email or subject.

    • The "Add New Report" button enables setting up additional scheduled reports.

Scheduled Report

The Organization Time Zone section allows administrators to set the default time zone for the organization.

Organization Time Zone

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