Organization settings

Make it your workspace.

Manage your organization’s profile, display name, website, and appearance.

See the interface
Clinic office manager customizing the organization's software profile at a laptop.

A PRACTICAL WORKFLOW

Organization settings. Step by step.

Manage your organization’s profile, display name, website, and appearance.

How it works

Case: Update the organization’s display name, then preview the available themes in Branding.

Automatic preview · Fictional sample data

THE EVERYDAY ESSENTIALS

Organization settings, in focus.

The key actions and scope to understand before your team gets started.

Open the profile

Open the organization profile to review its current settings.

Update company details

Update the display name and website information as needed.

Choose an appearance

Preview the available appearance options in Branding.

Workspace identity

Keep organization details and appearance consistent for your team.

A FEW PRACTICAL DETAILS

A few things worth knowing.

See how it fits your team.