Manage your organization details in the  Preferences section. You can choose to configure your organizational preferences, such as organization name, owner, URL, field preferences, date and time settings, and email domain here.  

Change organization name and owner

To rename your organization,

1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup. 
   
2. Select Preferences from the left panel.
   
3. Click   next to the organization name.
   
4. Make any changes to the organization name. You can also change the organization's owner from the dropdown. 
   
5. Click Save. 
   

• The organization name cannot contain special characters. Only numbers cannot be used to name the organization, but a mix of numbers and alphabets can be used.
  
• Upon renaming the organization, the organization URL will not change. 
  
• Admin users who accepted the invite to join Orchestly will only be displayed in the dropdown.
  
• Upon changing the owner of the organization, the privileges will be transferred to the new owner. 
  

Delete organization

If you wish to discontinue Orchestly, you have the option to delete your organization. 

1. Deactivate all the users from your organization.
   
2. Disable all the integrations.
   
3. Downgrade your subscription to Free plan.
   
4. Take a backup of your organization's data.
   

Only if all the above conditions are met, the organization can be deleted. 

To delete the organization,

1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup.
   
2. Select Preferences from the left panel.
   
3. Click Delete Account and confirm your action.
   

Organization URL

By default, the organization name will be appended to Orchestly's URL to serve as Organization URL. However, you can opt to change this URL.

1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup. 
   
2. Select Preferences from the left panel. 
   
3. Under Organization URL, make required changes to the URL and click Update.   
   

  

1. On changing the organization URL, the organization name will also be changed to maintain consistency.
   
2. But, on changing the organization name, the organization URL will not be changed.
   
3. After updating the URL, your account will be redirected to the new URL.
   
4. The old URL will no longer work. 
   

Manage Notifications 

Manage notification preferences for all the users in your organization using this setting. Enable or disable the options to manage email and push notifications from Orchestly.

Receive notifications for job activities 

Triggers notifications when a job is created, updated, or transitioned. 

Receive notifications for common transitions

Field Preference 

Fields used in the organization can be classified to distinguish PII data. You can choose to mask the PII data (using '*') when the field is filled out or displayed in the job.

1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup.
   
2. Select Preferences from the left panel.
   
3. Check Mask Data corresponding to  PII Fields under Field Preference.  
   

Module Settings

Orchestly supports renaming individual modules to suit the business requirements of different organizations. These new names will replace the existing ones throughout the product.   

You can customize both singular and plural form of the module name.  

Rename Job Module

Users can rename Job to a term more relatable to them like task, assignment, or request.

Rename Layout Module

Users can rename Layout  to relate closely with their business like solution or facility.  

Date and Time Settings

You can choose the format in which date and time is displayed in your Orchestly account. Also, configure your work hour settings here.

1. Navigate to your Profile in the upper-right corner of the page and select  Organization Setup.  
   
2. Select Preferences from the left panel.  
   
3. Under  Date and Time Settings:
   
1. Date Format : Select the date format followed by your organization. 
   
2. Time Format : Select the time format followed by your organization. 
   
3. Work Hours : Set up the ideal working hours followed by your organization.
   
4. Week Starts On : Select the day on which your work week starts.
   
5. Days Off : Select the days on which your organization doesn’t work.
   
6. Time Zone : Select the time zone to be used while executing SLAs and Automated transitions. 
   
4. Click Update.  
   

Customize Email Domain

Notifications from Orchestly are usually sent from a default email address. However, you can customize this email address to send personalized notifications from your organization. 

1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup. 
   
2. Scroll to find Customize Email Domain under Preferences.
   
3. Enter the email address and click Verify.
   
1. A host name and host value will be generated.
   
   
   
4. Log in to your DNS manager and add the generated host name and value to the TXT record. 
   
1. These values must be available in the TXT record as long as you use Orchestly.
   
5. After configuring your DNS, click the Verify Domain button in Customize Email Domain.
   
1. A verification code will be sent to your email address.
   
6. Enter the code in the Verification Code box and click Verify Email. 
   
1. If you don't receive the code, click Resend Verification Code. 
   

1. Public domain email addresses are not allowed.
   
2. If the email domain verification fails, check the TXT record of your DNS manager for misconfiguration of host name and value. 
   

Edit Email Address

1. Click   next to  Email Address.
   
2. Enter a new email address and click  Verify Email.  
   
3. Confirm your action. 
   
4. Verify your domain and email address as before. 
   

1. If you edit the email address, then fail to verify the new domain or email, notifications will be sent from the default email address of Orchestly.