Organization Settings

Use Organization Settings to control your workspace identity, availability, team access, and connected channels.

All sections are under Settings → Organization in the left sidebar:

• Profile — Organization name, description, ID, and auto-resolve behavior
• Business Hours — When your team is available
• Members — Who has access and what role they have
• Teams — Group members into teams for routing and reporting
• Channels — Manage connected channels (overview)

You'll also find related preset settings under Settings → Presets:

• Custom Fields
• Labels
• Documents
• WhatsApp Templates
• Canned Responses

The sections below are a quick reference. Click any link above for the full detail.

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Profile

Path: Settings → Organization → Profile

The Profile page lets you manage core organization details:

• Organization Name & Description:
  • Update the organization name and a short description of your business.
  • This information is used across the app (and may be used by AI for context).
• Organization ID:
  • View your unique organization ID.
  • Use the copy button to copy it when needed (for support or integrations).
• Auto Resolve:
  • Set how many days a conversation can stay open before it is auto‑resolved.
  • Options include No AutoResolve, 1 Day, 2 Days, 3 Days, and 5 Days.
  • Click Save to apply changes.

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Business Hours

Path: Settings → Organization → Business Hours

The Business Hours page defines when your team is considered available:

• Timezone:
  • Choose the primary timezone for your business (for example: “Asia Dubai”, “Europe London”, “America New York”).
  • This timezone is used to interpret opening and closing times.
• Per‑day Schedule:
  • For each weekday, set:
    • Open / Closed toggle.
    • Opening time (e.g. 09:30).
    • Closing time (e.g. 18:00).
• Saving changes:
  • After adjusting times or timezone, click Save Changes.
  • Updated hours are used by the system and AI to understand when your team is online.

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Members

Path: Settings → Organization → Members

The Members page controls who has access to your organization and what they can do:

• Members tab:
  • See a list of current members with:
    • Name & Email
    • Role (for example: Owner, Admin, Member)
    • Joined date
  • Use the Actions menu on each row to:
    • Change role (where allowed by your own permissions).
    • Remove a member from the organization (if your role allows it).
    • Leave organization for your own user.
• Invitations tab:
  • Shows all pending invites that have been sent but not yet accepted.
  • You can cancel a pending invite if it was sent by mistake or is no longer needed.
• Invite Member:
  • Click Invite member to open the invite dialog.
  • Enter the teammate’s email address and choose the role you want to assign (for example, Member or Admin).
  • Send the invite – the user will receive an email with a link to join your organization.
  • Once they accept, they will appear under the Members tab with their assigned role.