Organization settings

This article highlights the different areas of the Organization settings page.

The Organization settings page contains all the relevant information regarding your company. Here you can upgrade your subscription, establish your PSA or ITGlue connection, and define the default title for your Alignment Report.

To view/edit information about your company:

  1. Click on the account menu (your avatar) and select Organization settings
  2. You'll see several tabs
      • By default, you'll be brought to the Details tab where you can add your company logo, change your company name, and view billing details about your subscription.
        If you wish to add more licenses please contact
        • Click the Add logo button to have your logo appear on your reports unless you upload client logos. (see our articles on Adding Company Logo and Clients).
      • The Integrations tab is where you can connect a PSA tool (see Autotask Integrator Setup or ConnectWise Integrator Setup). For IT Glue configurations, refer to IT Glue Integration Setup and IT Glue: Features and Usage).
      • The Permissions tab is where you'll see our default role and new ones specific to your company can be added. See here for more.
      • The Settings tab allows you to specify admin resources that can receive notifications for reviews as well as set defaults.
        • New assignments: When a review is created the NetAdmin will receive an email by default alerting them that a review needs their attention. You can also select an additional resource to receive the same email
        • Change ownership: When an assigned resource to a review is changed to a different resource they will receive an email. Select additional resources that will be alerted if resources are changed
        • Create reviews: Any time a new review is created, specify which user will receive an alert.
      • The date format, time zone, and currency apply to some areas of the site however, please see our article on setting your default currency for more information. You can also set a default name for your alignment report. Note: This setting applies to all clients.
      • Security is where you can enable/disable two-step verification.

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