Organization Settings
Manage your Horizon organization's settings — its name, description, logo and color, the Operator Chat switch, and the Settings tabs for users, guests, API keys, notifications, labels and more.
Organization settings hold your organization’s name and branding and the switches that apply to everyone in it.
Opening Settings
Select Settings in the System group of the navigation. You can also open it from the organization switcher: select Manage.
Settings opens on the General tab. Anyone in your organization can open it; only owners and admins can save changes.
Settings tabs
| Tab | What it holds |
|---|---|
| General | Your organization’s name, description and branding, and the Operator Chat switch. Described below |
| Users | The people in your organization, their roles, and invitations. See User Management |
| Guest Access | Whether people outside your organization can be invited to boards, and the guests you have. See Boards |
| API Keys | Keys for calling the Horizon API. See API Key Management |
| Notifications | Your own notification preferences, and for owners and admins, where Slack and Teams notifications are posted. See Notification Preferences |
| Labels | Your organization’s own names for modules, menu items, sections and fields |
| Workspace | Segregation of duties for approvals in every module. Owners and admins only |
| Finance | Fiscal Setup and Currency for the Finance module |
| Payments | Payment collection settings. Shown only when your organization has the Portal module |
Modules and Legal Entities are separate items in the System group.
General
Organization
- Organization Name: required.
- Description: a short description of your organization.
- Referring Partner: the partner that referred your organization, if any. You cannot change it here.
Branding
- Logo: select Upload (or Replace, once you have one) and choose a PNG, JPEG, WebP or SVG file of up to 2 MB.
- Primary Color: pick a color or type a hex value such as
#6366f1.
Select Save Changes to save the name, description and primary color.
Operator Chat
The Operator Chat switch lets everyone in your organization chat with agents in the Operator window. It is on by default. Owners and admins can change it, and the change takes effect as soon as they flip it.
Multi-entity separation
This shows how strictly data is kept apart between your legal entities:
- Inherit follows the platform default.
- Off shows all entities together.
- Standard masks each entity’s data in its own view.
- Strict also blocks edits across entities.
The setting is read-only here. Contact support if your organization needs a different one.
Leave organization
Leave organization removes you from the organization at once. You need a new invitation to come back. If you are the only owner or admin, promote someone else first.
Your own display settings
Time zone and number format are personal, not organization-wide. Set them from your user menu under Display settings.
When Operator chat is on, Display settings also has Send me the good-morning briefing, which turns your own good-morning briefing on or off.