Organization Setup
As an organization admin, you control the global settings that affect all teams and members. This guide covers everything you need to configure your organization.
Initial Setup
When you first create your organization, you’ll complete a setup wizard:
-
Organization name
Choose a name that identifies your company or department.
-
Default timezone
Set the primary timezone for check-in scheduling.
-
Check-in schedule
Configure when daily prompts are sent (default: 9 AM weekdays).
-
AI provider
Select OpenAI or Anthropic for summary generation.
Organization Settings
Access settings via Settings → Organization.
General
| Setting | Description |
|---|---|
| Organization name | Display name for your org |
| Logo | Custom logo for branding |
| Default timezone | Fallback timezone for users |
| Subscription | View and manage your plan |
Check-ins
| Setting | Description |
|---|---|
| Prompt time | When daily prompts are sent |
| Working days | Which days prompts are sent |
| Default questions | Organization-wide questions |
| Skip allowance | Max consecutive skips allowed |
AI & Summaries
| Setting | Description |
|---|---|
| AI provider | OpenAI, Anthropic, or Custom |
| API key | Your own key (optional) |
| Summary schedule | Friday/Monday timing |
| Summary content | What to include |
Security
| Setting | Description |
|---|---|
| Auth methods | Email, Google OAuth |
| Session timeout | Auto-logout duration |
| Rate limiting | Login attempt limits |
| Audit logs | View security events |
Integrations
| Setting | Description |
|---|---|
| Slack | Connect/disconnect workspace |
| Email provider | View delivery status |
| Webhooks | Configure custom integrations |
Managing Divisions
Divisions help organize larger organizations:
Creating a Division
- Go to Settings → Divisions
- Click Create Division
- Enter:
- Division name
- Description (optional)
- Division manager
- Timezone (optional)
- Save
Division Settings
Each division can have:
- Custom timezone: Different from org default
- Custom questions: Override org questions
- Division manager: Receives division-wide summaries
When to Use Divisions
Divisions make sense when you have:
- Multiple departments (Engineering, Product, Design)
- Geographic regions with different timezones
- Large organizations (50+ people)
- Different question needs by department
Billing & Subscription
Plan Overview
| Plan | Users | Features |
|---|---|---|
| Free | Up to 5 | Basic check-ins, limited history |
| Pro | Unlimited | Full features, AI summaries |
| Enterprise | Unlimited | SSO, audit logs, SLA |
Managing Subscription
- Go to Settings → Billing
- View current plan and usage
- Upgrade or modify as needed
- Manage payment methods
Adding Seats
On Pro plan:
- Base fee: $29/month
- Per seat: $3/month
- Seats added automatically as you invite members
- Billing adjusts at next cycle
Data Management
Export Data
Export your organization’s data:
- Go to Settings → Data
- Click Export
- Choose format (JSON, CSV)
- Download zip file
Exported data includes:
- Check-ins
- Escalations
- Priorities
- User data (excluding passwords)
Data Retention
| Data Type | Retention |
|---|---|
| Check-ins | 2 years |
| Escalations | 2 years |
| Priorities | 2 years |
| AI Summaries | 1 year |
| Audit logs | 3 years |
Delete Organization
To permanently delete your organization:
- Go to Settings → Organization → Danger Zone
- Click Delete Organization
- Confirm by typing organization name
- Data is deleted within 30 days
Onboarding New Admins
When adding another admin:
- Invite them as a regular member first
- Go to Settings → Members
- Find their profile
- Change role to Admin
Admins have full access to all settings and data.
Best Practices
- Start small: Configure org-level settings, then customize teams as needed
- Consistent timing: Keep check-in times consistent across the org
- Regular audits: Review member access periodically
- Document decisions: Use division descriptions to explain structure
- Backup exports: Periodically export data for backup