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Module guide

Organization Settings

Customer-owned organization configuration such as identity, supported configuration areas, admin coverage, and help references.

2026-07-20Customer success/settings

Runtime availability

Available to administrators with organization-settings rights. Configuration stays separated from the personal profile page.

Who uses this module

administrators

What users can do

  • Review organization identity, supported setup areas, and current admin coverage.
  • Open supported help references without mixing them into personal preferences.
  • Check scheduled or missing configuration tasks before rollout or support work.

Access and approval limits

  • Settings changes require the dedicated organization-settings permission.
  • Profile-level language and interface choices stay in My Account, not here.
  • Some configuration areas can remain read-only when the current license or rollout stage does not permit edits.

Key workflows

These workflows describe how the visible customer workspace is intended to be used.

Review support-ready configuration

Check whether the organization profile and admin coverage are complete before escalating a support request.

  1. 1Open Settings for the active organization.
  2. 2Review organization profile, configuration areas, and support reference tiles.
  3. 3Capture the exact missing field or blocked area before raising the request.

Core concepts

Organization-owned configuration

Settings apply to the selected organization and should not be used for individual preferences.

Reference

Covered screen

`/settings`

Troubleshooting

You can open settings but cannot edit a field.

  • Confirm the field belongs to organization configuration and not to your personal profile.
  • Review whether the current scope and permission bundle allow editing.

Contact a tenant administrator and provide the exact field label plus the current organization.

Connected modules

These areas usually carry the next action, source record, or downstream evidence.

Admin Center

The tenant administration workspace for user access, onboarding, integrations, review pressure, subscription posture, and team profile lookups.

My Account

Personal account preferences, language, display density, and visibility into incoming or outgoing coverage support.

Notifications

The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.

Organization Settings | FieldOrchestrator