The Organizational Settings feature centralizes and standardizes essential organizational information, such as name, address, and contact details. Inputting this data ensures that the system can accurately represent the organization across various features, including branding, communication, and reporting. This foundational setup is crucial for maintaining consistency, improving operational efficiency, and enabling tailored system functionality for the organization.
Navigate to Organizational settings: Navigate to the left-hand menu and click on Organization Management. Select Manage Organization to access the form for organization details.
Basic organizational settings can be found under the general tab at the top of the page.
Here you can fill out the following general information:
General Information:
The official name of your organization
The primary address of the organization, including the street name.
The city where your organization is located.
The postal code for the organization’s address.
Tax Identification Number (if applicable).
The country can be selected from the dropdown menu.
This information is needed to establish the organization's identity within the system and ensure proper functionality. Providing details like the official name, address, city, postal code, and Tax Identification Number allows the platform to generate accurate documentation, enable location-specific features, and comply with legal and administrative requirements.
Set the Default Language:
Use the dropdown menu to select the default language for the application. This language setting will determine the interface language for users. See Language.
Important!
Setting the language will only determine the interface language for users. The language of the learning material and content does not change with this setting.
Assign the Primary Organization Admin:
Choose the primary admin from the dropdown list. This individual will oversee the organization’s management in the application. You can only choose from the users with Organization Admin roles. For more information see roles and permissions.
Save the Information:
After completing the form, ensure all fields are correctly filled in. Click the Save button at the bottom of the page to confirm and store the organization details.