Skip to main content

Organization Settings

Open Settings, then select Organization and General to manage the active organization.

Organization administrators can update the organization name, address, phone number, contact email address, and URL slug. Saving a new slug updates the organization URL; use the new URL for subsequent navigation.

Set Timezone for lease dates to the organization's timezone. Existing organizations use UTC until an administrator selects another timezone. This setting determines the local calendar day for automated lease activation and expiration. Note timestamps also use this timezone, including daylight saving time. While the timezone loads, notes remain visible and their timestamps are hidden. If loading fails, select Retry beside Unable to load note timestamps to load the timestamps again.

Administrators can also upload or remove separate organization avatars for light and dark themes. Use JPG, PNG, WebP, or GIF images up to 2 MB. The active organization's avatar appears in the expanded sidebar.

Organization address​

Use the organization address to record the business's own mailing address for organization-level contacts and correspondence, separate from any individual property's address. Click the address field to open the address editor, which accepts:

  • Address line 1
  • Address line 2 (optional)
  • City
  • State (2-letter abbreviation)
  • Postal code

All address fields are optional and can be left blank. Members without administrator access see the saved address as read-only text.

Organization contact email​

Enter a valid address in Organization email address (optional) and select Update organization to save the business's primary contact email. Leave the field blank to remove it. Existing organizations can keep it empty; members with view-only access see the saved address or Not provided.

This contact address does not change the sender or SMTP configuration for outgoing messages. Configure those separately in Email Settings.

If you can access more than one organization, use the Organization selector near the top of the expanded sidebar to switch workspaces. Properties, tenants, leases, invoices, maintenance, and related operational records are shown for the selected organization.

View organization contact information​

Under Settings → Organization → General → Organizations, select Contact information on an organization row to view its saved email, phone number, and mailing address. The panel is read-only and available even without permission to edit organization settings. It only shows details for organizations you can access.

Missing fields show Not provided. If no contact details are configured, the panel shows No contact information has been provided. Organization administrators can update these details in the organization's General settings.

API tokens​

Open Settings → Organization → API tokens to manage integration credentials for the active organization. Organization owners and administrators can manage tokens; platform administrators can do so without membership. Other members see an access message instead of token management controls.

Select Create token, enter a name, and choose an expiration. The default is 7 days; month presets and Never are also available. Copy the complete token from the one-time dialog before closing it. Its secret cannot be retrieved later.

The paginated table shows metadata and Active, Expired, or Revoked status. Revoke asks for confirmation and stops subsequent authentication, while a request already in progress may finish. Revoked rows remain visible. To rotate, create a replacement, update the integration, then revoke the old token.

Tokens belong to the organization, independently of their creator, and grant full access to supported organization REST operations without granular scopes. Read API Authentication for access details, Bruno and curl setup, and troubleshooting.