Configuring general settings

In the General tab, you can configure information about your organization, including basic information, date formats, and user management defaults.



To configure your organization's general settings:

1. From the left sidebar, select the gear icon and select Org Settings.
2. Select the General tab.
3. Enter your company information in the following sections:
   • In the Basic org info section:
     • Org name - The name of your organization. This is a required field.
     • Org nickname - The subdomain of your organization, delineated by dashes. This is a required field.
     • Org logo - The logo image for your organization. The image needs to be PNG or JPG format. The recommended size is 200x200 or 100x100 pixels.
     • Org phone number - The main phone number for your organization.
   • In the Dates section:
     • Date format - The date format that is used throughout your organization.
     • Org start date - The official date on which your organization was established.
     • Fiscal year starts - The month on which your organization's fiscal year begins.
   • In the User management section:
     • User session expiration - The length of time that a user's session lasts before being automatically logged out.
     • Notify these people of user access level changes - Notifies the included users of any user access level changes.
4. Select Save to save your changes.