Organization Settings
For users with sufficient privileges, organization-wide settings can be changed from the Organization Settings page (also accessible by clicking the organization logo while on the User Profile page).
Settings Sections
The Organization Settings page is organized into the following sections:
User & Organization Management
Organization Users — Manage team members, roles, and access
Branding — Upload and manage your organization's logos
Email Settings — Customize email settings and templates
Data Organization
Tags — Label and organize orders and suppliers
Configurable Fields — Create and manage custom fields
Resource Settings
Requests — Configure request behavior and fields
Quotes — Manage quote settings and defaults
Approvals — Set up approval thresholds and structure
Orders — Configure order creation, numbering, and fields
Order Workflows — Define order fulfillment workflows
Suppliers — Manage supplier settings and fields
Parts — Configure part creation and fields
Additional Features
Budgets — Budget tracking and management
Issues — Issue tracking settings
Pedigree — Traceability and compliance settings
Locations — Manage shipping and receiving locations
Taxes — Define and apply tax codes
Terms & Conditions — Manage default T&Cs
Quality Clauses — Define quality requirements
Broker Settings — Markup and quote defaults (feature-flagged)
Currency — Set organization base currency
Integrations — Manage third-party integrations
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