> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization settings

> Organization profile, branding, email, locations, team, billing, and single sign-on.

Organization settings covers your organization profile, locations and team.

<Note>
  Only **Organization Admins** and above can open this page.
</Note>

## What you can configure

| Setting                  | What it covers                                                   |
| ------------------------ | ---------------------------------------------------------------- |
| **Plan & Billing**       | Trial status, plan tier, upgrade or downgrade                    |
| **Organization Profile** | Identity, address, and compliance fields                         |
| **Branding Identity**    | Organization logo and colours for navigation and forms           |
| **Email Configuration**  | Sender identity, domain verification and email delivery settings |
| **Locations**            | Manage branches and offices                                      |
| **Organization Team**    | Members and roles across the whole organization                  |
| **Single Sign-On**       | Configure SAML / OIDC for your organization                      |
| **Integration Hub**      | Box storage, webhooks, and upcoming connectors                   |
| **Danger Zone**          | Schedule organization deletion with a 30-day grace period        |

## Setting up a new organization

<Steps>
  <Step title="Complete the organization profile">
    Identity, address, and compliance fields. These appear on documents and filings.
  </Step>

  <Step title="Set your branding">
    Logo and colours flow through to navigation and to [Forms](/forms).
  </Step>

  <Step title="Configure email">
    Verify your sending domain so notifications reach staff and members reliably.
  </Step>

  <Step title="Add your locations">
    See [Organizations and locations](/corporate/organizations-and-locations).
  </Step>

  <Step title="Invite your team and assign roles">
    Roles decide what each person can reach. See
    [Roles and permissions](/getting-started/roles-and-permissions).
  </Step>
</Steps>

## Email configuration

Domain verification matters more than it appears. Unverified sending domains commonly land in spam,
which means expiry warnings and task notifications quietly do not arrive.

<Warning>
  If staff report missing notifications, check email configuration before assuming the notification
  settings are wrong. See [Compliance and notifications](/corporate/compliance-and-notifications).
</Warning>

## Single sign-on

SAML and OIDC let staff sign in with your existing identity provider.

<Note>
  SSO integration is listed as an **Enterprise** plan feature. See
  [Plans and modules](/getting-started/plans-and-modules).
</Note>

## Team and roles

The organization team covers everyone across the whole organization. Location-specific team
assignment happens in [Location settings](/account/location-settings).

<Warning>
  Assign the least privileged role that lets someone do their job. Organization Admin bypasses every
  role check in OfficeRidge, including access to member records — it is not a convenience setting.
</Warning>

## Danger Zone

Organization deletion is scheduled with a 30-day grace period rather than happening immediately.

<Warning>
  Scheduling organization deletion affects every user, member record, and historical document in the
  organization. The 30-day grace period exists so the decision can be reversed — but do not schedule
  it to "see what happens". If you need to stop using OfficeRidge, contact support first.
</Warning>

## Troubleshooting

| Problem                              | What to check                                                                                                    |
| ------------------------------------ | ---------------------------------------------------------------------------------------------------------------- |
| I cannot open Organization settings  | It requires Organization Admin or above.                                                                         |
| Notifications are not reaching staff | Check email configuration and domain verification first.                                                         |
| Our logo is not appearing on forms   | Confirm it is set under Branding Identity.                                                                       |
| A staff member cannot see a module   | Check their role on the organization team, then [Roles and permissions](/getting-started/roles-and-permissions). |
| I cannot add another location        | Multi-location requires the Professional plan.                                                                   |

## Related

<CardGroup cols={2}>
  <Card title="Location settings" icon="map-pin" href="/account/location-settings">
    Per-location configuration and team.
  </Card>

  <Card title="Subscription" icon="badge-dollar-sign" href="/account/subscription">
    Plan and billing.
  </Card>
</CardGroup>