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

# Organization Settings

> Configuring your organization profile and company information

# Organization Settings

## Table of Contents

1. [Accessing Organization Settings](#accessing-organization-settings)
2. [Organization Profile Overview](#organization-profile-overview)
3. [Company Information](#company-information)
4. [Location and Timezone](#location-and-timezone)
5. [Contact Information](#contact-information)
6. [Technical Details](#technical-details)
7. [Team and Logo Management](#team-and-logo-management)
8. [Permission Requirements](#permission-requirements)
9. [Saving Changes](#saving-changes)
10. [Best Practices](#best-practices)

***

## Accessing Organization Settings

Navigate to the organization settings to configure your company profile.

### Navigation Path

1. Click **Settings** in the main navigation
2. Select **Organization** from the settings menu
3. The Organization Profile page displays

### Settings Layout

The settings page presents information in organized cards:

* Company Information
* Location and Time
* Contact Information
* Technical Details

***

## Organization Profile Overview

The organization profile contains information about your company that is used throughout the platform.

### Why Organization Settings Matter

**AI Employee Context**: Company information helps AI employees understand your business and respond appropriately during conversations.

**Timezone Accuracy**: Correct timezone ensures scheduling, timestamps, and time-based features work properly.

**Contact Information**: Business contact details enable proper referrals and transfers.

**Branding**: Organization name appears throughout the interface.

### Information Usage

Your organization profile is used:

* In AI employee prompts for business context
* For timezone calculations
* In notifications and reports
* For team management

***

## Company Information

The first section captures core business details.

### Organization Name

Your company name as it should appear throughout the platform:

* Displayed in navigation
* Used in reports
* Referenced in team management

**Best practice**: Use your official company name consistently.

### Industry Selection

Choose the industry that best describes your business:

* Helps the platform provide relevant recommendations
* Assists in AI employee template suggestions
* Enables industry-specific features

**Available industries**: A comprehensive list covering major sectors including technology, healthcare, finance, retail, and more.

### Company Description

A detailed description of what your company does:

* Products and services offered
* Target customers
* Key differentiators
* Business model

**How this is used**: The company description is provided to AI employees as context, helping them understand your business during conversations.

**Example**:
"We are a full-service dental practice offering general dentistry, cosmetic procedures, and orthodontics. Our patients are primarily families in the greater metro area. We pride ourselves on gentle, patient-centered care with state-of-the-art technology."

**AI Assistance**: The platform can help generate a company description based on your website and basic information.

***

## Location and Timezone

Configure where your business operates and the timezone for the platform.

### Country

Select your primary country of operation:

* Affects regional settings
* May influence available features
* Used for compliance context

**Selection**: Choose from a comprehensive list of countries.

### City

Enter your business headquarters or main office location:

* Provides geographic context
* May be used in AI employee responses
* Helps with local relevance

### Timezone

Set the timezone for your organization:

* All timestamps display in this timezone
* Scheduling features use this timezone
* Campaign timing respects this setting

**Importance of correct timezone**:

* Ensures calls occur at appropriate times
* Dashboard metrics reflect your business day
* Scheduled activities align with expectations

**Selection**: Choose from standard timezone options, including major cities and UTC offsets.

***

## Contact Information

Enter your business contact details.

### Website

Your company website URL:

* Full URL including https\://
* Links may be referenced or suggested in conversations
* Helps AI employees direct callers to online resources

**Example**: [https://www.yourcompany.com](https://www.yourcompany.com)

### Business Phone

Your main business phone number:

* Primary contact number
* May be used for transfer destinations
* Provides caller callback information

**Format**: Include country code for clarity (e.g., +1 555 123 4567)

### Email

Primary contact email for your organization:

* General inquiries address
* May be referenced in conversations
* Used for system notifications if configured

**Example**: [contact@yourcompany.com](mailto:contact@yourcompany.com)

***

## Technical Details

System-level information about your organization.

### Organization ID

A unique identifier for your organization:

* System-generated
* Used for technical integrations
* Read-only field

**When you need this**: Integration setups, support requests, or technical troubleshooting may require your organization ID.

### Usage

The organization ID may be used:

* In webhook payloads
* For support reference
* In external integrations

***

## Team and Logo Management

Access additional organization management features.

### Team Management

Click the **Team and Logo** button to access:

* Team member listing
* Invite new members
* Manage roles and permissions
* Remove team members

### Organization Logo

Upload and manage your organization's logo:

* Displayed in the platform interface
* May appear in reports
* Enhances branded experience

### Member Management

Team management allows you to:

* See all organization members
* View their roles (Admin, Member)
* Invite new team members via email
* Remove members who should no longer have access

***

## Permission Requirements

Different roles have different access levels for organization settings.

### Administrator Access

Administrators can:

* Edit all organization information
* Save changes
* Access team management
* Modify all settings

### Member Access

Members have:

* View-only access to organization settings
* Cannot make changes
* See informational notice about limited access
* Must contact admin for modifications

### Identifying Your Access Level

The page indicates your access level:

* Edit button appears for administrators
* Read-only notice appears for members
* Fields are disabled for view-only users

***

## Saving Changes

Properly save modifications to organization settings.

### Making Changes

1. Update the fields you want to change
2. The Save button becomes active when changes are detected
3. Click **Save Changes** to persist modifications
4. Confirmation appears on successful save

### Unsaved Changes

If you navigate away with unsaved changes:

* You may receive a warning
* Changes will be lost if not saved
* Return to save before leaving

### Save Button States

**Disabled**: No changes detected.

**Active**: Changes ready to save.

**Saving**: Processing your request.

**Success**: Changes saved confirmation.

***

## Best Practices

### Complete Your Profile

Fill out all available fields:

* More complete profiles enable better AI employee performance
* Missing information may limit features
* Accurate data improves overall experience

### Keep Information Current

Update settings when things change:

* New phone numbers
* Changed business hours
* Updated company description
* Different primary contact

### Write a Thorough Description

Invest time in your company description:

* Include what you sell or provide
* Mention your target customers
* Describe your value proposition
* Note any important policies

### Verify Timezone

Double-check timezone accuracy:

* Incorrect timezone causes scheduling confusion
* Affects when campaigns run
* Impacts how timestamps display

### Coordinate with Team

If you are an admin:

* Communicate changes to team members
* Ensure everyone uses consistent terminology
* Update documentation when settings change

### Use Official Information

Enter your actual business details:

* Real phone numbers that work
* Valid website URL
* Current email addresses
* Accurate location

***

## Summary

Organization settings establish the foundation for your Arbol experience. By maintaining accurate, complete information about your company, you enable better AI employee performance, accurate time handling, and proper team coordination.

Review your organization settings periodically to ensure they remain current as your business evolves.
