Organization Settings
Configure your organization's profile, branding, and defaults.
Organization Profile
Basic Information
| Setting | Description |
|---|---|
| Organization Name | Your company name |
| Subdomain | Your unique URL (e.g., crm.switchlabs.dev/hc/acme) |
| Timezone | Default timezone for dates/times |
| Language | Primary language |
Contact Information
| Setting | Description |
|---|---|
| Support Email | Primary support address |
| Website | Your company website |
| Phone | Support phone number |
Branding
Logo
Upload your company logo:
- Used in email templates
- Displayed in help center
- Shown in widget
Specifications:
- Format: PNG, JPG, SVG
- Recommended size: 200x50px
- Max file size: 500KB
Colors
Customize brand colors:
| Color | Used For |
|---|---|
| Primary | Buttons, links, accents |
| Secondary | Backgrounds, borders |
| Text | Body text |
Custom CSS
Advanced: Add custom styles to help center.
Default Settings
Ticket Defaults
| Setting | Options |
|---|---|
| Default Priority | Low, Medium, High, Urgent |
| Default Status | Open |
| Auto-assign | On/Off |
Response Defaults
| Setting | Description |
|---|---|
| Reply signature | Default agent signature |
| Email template | Default email layout |
| From name | Display name for emails |
Email Configuration
From Addresses
Configure email addresses:
- Support address: support@company.com
- No-reply address: noreply@company.com
- Specific team addresses: billing@, sales@
Email Templates
Customize email appearance:
- Header/footer design
- Logo placement
- Footer links
- Legal text
Email Signatures
Organization-wide signature template:
Best regards,
{{agent.name}}
{{org.name}} Support
Support: support@company.com | Hours: Mon-Fri 9-5
Help Center Settings
Public Help Center
| Setting | Description |
|---|---|
| Enable | On/Off |
| Custom domain | help.yourcompany.com |
| Allow contact | Show contact form |
Search Settings
| Setting | Description |
|---|---|
| Suggested articles | Show in widget |
| Search minimum | Require X characters |
Security Settings
Authentication
| Setting | Options |
|---|---|
| SSO | SAML, Google, Microsoft |
| 2FA | Required, Optional, Off |
| Password policy | Minimum requirements |
Session Settings
| Setting | Description |
|---|---|
| Session timeout | Auto-logout after inactivity |
| Remember me | Allow persistent login |
Data Security
| Setting | Description |
|---|---|
| Data retention | How long to keep data |
| IP restrictions | Limit access by IP |
| Audit logging | Track admin actions |
Notifications
System Notifications
Configure organization-wide alerts:
- New ticket notifications
- SLA warnings
- System updates
Digest Settings
| Setting | Description |
|---|---|
| Daily digest | Summary of tickets |
| Weekly report | Performance summary |
| Recipients | Who receives |
Data Management
Export Data
Export your data:
- Tickets (CSV/JSON)
- Customers (CSV)
- Analytics (CSV/PDF)
Import Data
Import from other systems:
- Customers
- Tickets (migration)
- KB articles
Data Retention
Set how long to keep:
- Resolved tickets: 1-5 years
- Customer data: Until deleted
- Audit logs: 1-3 years
API Settings
API Access
| Setting | Description |
|---|---|
| API enabled | On/Off |
| API keys | Generate/manage keys |
| Rate limits | Requests per minute |
Webhooks
Configure outgoing webhooks:
- Ticket created
- Status changed
- Customer created
Subscription
Plan Details
View your current plan:
- Plan name
- Seats/users
- Features included
- Billing cycle
Usage
Monitor usage:
- Active users
- Storage used
- API calls
- Feature usage
Billing
Access billing portal:
- Update payment method
- View invoices
- Upgrade/downgrade
Changing Settings
Making Changes
- Navigate to Settings → Organization
- Modify desired setting
- Click Save
- Changes apply immediately
What Requires Caution
Some changes have broad impact:
- Timezone affects all dates
- Email templates affect all outgoing mail
- Security settings affect all users