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Settings

Organization Settings

Configure your organization's locale, branding, and backend settings

Manage your organization's core settings including locale configuration, branding, and backend connectivity. Click Organization under Settings in the sidebar. This opens a sub-panel with General, Business Contact, Backend Config, and Danger Zone.

Organization Settings

General Settings

The General tab contains your organization's core information and locale preferences.

Organization Details

Configure your organization's identity:

FieldDescriptionEditable
Organization NameDisplay name shown in sidebar and throughout the appYes
Organization SlugUnique identifier used in URLsNo

The organization slug is set during account creation and cannot be changed. It's used in all URLs and API references.

Upload or link your company logo:

Guidelines:

  • Size: 200x200 pixels (square)
  • Format: PNG with transparency recommended
  • Max file size: 1MB
  • Supported formats: PNG, JPG, GIF, SVG, WebP

Upload methods:

  1. Upload - Click or drag-and-drop a file
  2. URL - Enter a direct link to your logo image

Locale Settings

Configure regional preferences for your organization:

SettingDescription
CurrencyDefault currency for displaying all costs
TimezoneUsed for dashboards and pipeline schedules
Fiscal Year StartAuto-suggested based on timezone

Currency and timezone changes affect how data is displayed across all dashboards. All team members share these locale settings.

Supported Currencies:

  • USD ($), EUR, GBP, JPY, CNY
  • INR, AUD, CAD, SGD, AED
  • And more...

Business Contact

Store your organization's contact information.

Contact Person

FieldDescription
Contact NamePrimary contact for the organization
Contact EmailBusiness contact email address
Contact PhoneBusiness phone number

Address Information

FieldDescription
Street AddressBuilding/street address
CityCity name
State/ProvinceState, province, or region
Postal CodeZIP or postal code
CountryCountry selection

Backend Config

View your BigQuery connection status and API configuration.

Backend Connection Status

IndicatorMeaning
Connected / ActiveBigQuery dataset is active and synced
API Key ValidYour organization's API key is working

Available Actions

ButtonFunction
Resync ConnectionRe-synchronize locale and subscription data with backend
Sync BillingRefresh billing data from Stripe and sync to backend

Only use these sync actions if you notice data discrepancies. Normal syncing happens automatically.

Danger Zone

This tab contains irreversible actions.

Organizations You Own

Lists all organizations where you are the owner. You must transfer ownership or delete organizations before deleting your account.

ColumnDescription
Organization NameName of the organization
MembersNumber of team members
RoleYour role (Owner)

Delete Organization

Warning: Deleting an organization permanently removes all data, integrations, and team member access. This action cannot be undone.

To delete an organization:

  1. Ensure you have transferred ownership of any organizations you want to preserve
  2. Click the Delete button next to the organization
  3. Confirm the deletion when prompted

Best Practices

  1. Keep locale settings accurate - Incorrect timezone affects pipeline schedules and dashboard time displays
  2. Update contact information - Ensure billing and support can reach you
  3. Secure your API key - Never share your API key; use the fingerprint for verification
  4. Regular logo updates - Keep branding current across your organization