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Organization Settings Overview

The Organization Settings portal is the central nervous system for your workspace. This module allows you to configure global preferences, manage corporate identity, setup domains, enforce security rules, and connect vital third-party integrations.

Navigation & Layout​

Because Organization Settings contains numerous tabs and configurations, it is structured to be fast, responsive, and permission-aware.

Desktop Sidebar​

When using a desktop computer, you will see a permanent vertical sidebar on the left.

  • It lists all the configuration tabs (like General Profile, Branding, Security, etc.).
  • Clicking a tab instantly hot-swaps the main content area to display that specific configuration form.
  • The sidebar dynamically filters itself based on your permissions. If you lack the required permission to view a specific setting (like Tax Central), it will be completely hidden from your view.

Mobile Navigation​

If you are on a smaller device (like a phone or tablet), the sidebar is hidden to maximize your screen space for forms.

  • A Menu (Hamburger) button is anchored at the bottom-left of the screen on the action bar.
  • Tapping it slides up a full-screen drawer showing all your available settings tabs.

The Global Action Bar​

Whether you are on a desktop or mobile device, the system utilizes a unified action flow.

  • Whenever you make changes in any tab, you must explicitly save those changes.
  • On desktop, the Save Changes button is anchored to the bottom right of the screen.
  • On mobile, it floats within the sticky action bar at the very bottom of the screen.
  • Optimistic Saving: When you hit save, the application will lock the button, securely transmit the data payload, and fire a success toast notification once the backend confirms the update.

Module Index​

Dive into the specific configurations by exploring the subsections below: