Organisation settings: your profile and the alert defaults

Steps

1. 1

   Open Organisation settings

   Open the menu under your initial and select Organisation settings. The settings menu on the left has the sections General, Entity, Billing, Team, Webhooks, VAT Groups, and API keys and audit log, followed by links to Access control and the Approvals inbox. The page opens on General.

   • Select Account menu
   • Select Organisation settings
2. 2

   Read your profile

   The Profile card shows your name, your sign-in email, your organisation, and Your roles with the place each role covers. Roles are not changed here. They are granted by an access administrator in Access control.

3. 3

   Select Change name

   Select Change name. The window shows the name colleagues see in lists, approvals and the audit log. Save stays greyed out until you change it. Select Cancel.

   • Select Change name
   • Select Cancel
4. 4

   Select Change password

   Select Change password. You enter your current password, then a new one twice. The list shows the rules: at least 12 characters, with an uppercase letter, a lowercase letter, a number and a symbol. Changing it signs out every other device.

   • Select Change password: (your password)
5. 5

   Select Cancel and scroll to Alert settings

   Select Cancel. Scroll down to Alert settings. The first line says these settings are shared: they apply to the whole organisation or to everyone at an entity. The first switch, Pause all email alerts for the organisation, stops every outgoing email alert while alerts inside the app continue. Leave it off.

   • Select Cancel
6. 6

   Set the organisation default

   Under Organisation default, type the shared mailbox in Send alerts to, and enter 21 in Days before a deadline, so reminders start three weeks ahead. Keep Email alerts on. Every entity that has not set its own alert settings uses these.

   • Type Send alerts to: compliance@meridian-souq.example
   • Type Days before a deadline: 21

   

7. 7

   Select Save organisation default

   Select Save organisation default. The button lights up once a value has changed. A message confirms: Organisation default saved. Entities without their own settings now use it.

   • Select Save organisation default
8. 8

   Read the alerts for one entity

   Under Alerts for one entity, choose the entity in the Entity box. Email alerts for this entity and Days before a deadline then apply to everyone who works on that entity, and replace the organisation default for it. The note says no alert address is set for this entity, and links to the entity's Notifications page, where recipients and channels are kept. Set the address there before you save email alerts for an entity here.

9. 9

   Read about partner network mode

   Below is Partner Network Mode. When Enable per-entity tenant isolation is ticked, each new entity gets its own isolated data area, for partner networks, franchises or groups with several brands. Leave it unticked unless your implementation contact has asked for it.

10. 10

    Check who the organisation administrators are

    The card Organisation administrators lists the people who can change these settings, with their roles. See everyone in Team opens the Team section.

11. 11

    Read the danger zone

    At the bottom is the Danger Zone. Delete Account is greyed out: deleting an account is permanent, and the note says to contact support to request it.