About Organization Settings
Organization Settings is the single administrator page for your portal's identity, appearance, defaults and behavior. It replaces the older Company Preferences screen and reorganizes the same settings, plus several new ones, into tabs.
Where It Lives
Go to Setup > Manage > Organization Settings.
Administrators only. Non-administrators cannot open the page at all.
Multi-Currency has moved out. It is now its own Setup entry at Setup > Manage > Multi-Currency, not a link inside the locale settings. See Configuring Multi-Currency.
How the Page Is Organized
Settings are grouped into six tabs. Each tab shows a set of cards, one per section. Click Edit on a card to open that section in a drawer, make your changes, and save. You edit one section at a time rather than saving the whole page.
| Tab | Sections | Page |
|---|
| General | Company Information (including address), Locale Settings (including fiscal year), Collaboration Settings | General Tab |
| Application | Branding, Application General Settings, SEO, Under the Hood, Email Settings, Application Paths | Application Tab |
| Security | General Settings, Password Settings, Email Communication Settings (includes Activation Reminders) | Security Tab |
| Members | Application Self-Registration Settings, Site Terms and Conditions | Members Tab |
| Social Links | Social media links for your theme's footer | Social Links |
| Subscription | Current Plan, Products, User Licenses, Usage Limits, Features, Storage Usage | Subscription and Licenses |
What Moved From Company Preferences
If you are used to the previous screen, the settings are the same but regrouped:
| Old tab | Now |
|---|
| Company Information | General tab (Company Information, Locale Settings) |
| System Settings | Application tab (Branding, Application General Settings, SEO, Under the Hood) |
| Security Settings | Security tab |
| Members Settings | Members tab |
| Collaboration | General tab, Collaboration Settings section |
| Social Media Links | Social Links tab |
| Manage Exchange Rates link | Setup > Manage > Multi-Currency, its own page |
Two things are genuinely new: the Subscription tab, and a guided flow for changing the sender email address. See Sender Email and Custom SMTP.
Where to Go Next
General Tab >>