Organization Management

This guide walks you through managing your organization by configuring its basic information, global settings, domains, SEO metadata, branch locations, and staff permissions.

Getting Started

Select Organization from the left sidebar of your dashboard.
In the summary section, you will see your organization name, slogan, URL, domain status, member count, and branch count. You can click the Refresh button at the top right to fetch the latest data.
Below the summary, you will find the management section featuring 6 tabs: Basic Info, Settings, Domains, SEO, Branches, and Members.

Step 1: Basic Info

Update the fundamental identity details of your organization.

Navigate to the Basic Info tab.
Click the Edit button located at the top right of this section.
Modify fields as needed: Organization Name, Organization Type (via dropdown), Email, Mobile Number, Slogan, and Address.
To upload an organization logo, click Upload your organization logo. You have three methods:
- Upload Image: Select a file from your device. You can then choose to Crop & Upload, Skip Crop & Upload, or Cancel Upload.
- Library: Select an image you have previously uploaded to your organization.
- URL: Paste a direct image link and click Add.
If your logo already contains your organization's name in the design, check the box labeled [ This logo contains text/lettering (hide organization name in headers) ].
Optionally, use the input box to add a custom domain.
Click Save Changes at the top right to apply, or Cancel to discard.

Step 2: Settings

Configure broad operational preferences, security, and integration logic.

Navigate to the Settings tab.
Video Library Setup: View your main storage location and select a Preferred Upload Region (e.g., UK, SG, NY, BR) from the available country tags.
Advanced Organization Settings: Click Edit Settings on the top right to unlock the following controls:
- Notification Settings: Toggle Email Notifications, SMS Notifications, and Push Notifications.
- Security Settings: Set Password Complexity, Session Timeout (minutes), and Max Login Attempts using the dropdowns.
- System Settings: Define your local Timezone, Time Format, Date Format, and Default Language.
- Content & Integration Settings: Use toggles to enable or disable features like Content Moderation, Require Email Verification, User Behavior Tracking, API Access, Allow Guest Access, Analytics Tracking, and AI Chatbot Support.
Click the Save button at the top right to deploy your changes.

Step 3: Domains

Set up custom domains for white-label branding.

Navigate to the Domains tab.
Current URLs: View your default organization URL and its "Active" status.
Custom Domain Configuration: Enter your desired custom domain (e.g., gemini.google.com) into the input field and click the green Set button.
Instructions: Follow the generated 6-step checklist to finalize the connection. This includes generating DNS records, adding the TXT record to your DNS settings, pointing the A record to the provided IP address, waiting for DNS propagation, and finally clicking Verify Domain.

Step 4: SEO

Optimize how your platform appears on search engines and social media.

Navigate to the SEO tab and click Edit SEO Settings.
Basic Meta Information: Enter a Meta Title (recommended 50-60 characters) and a Meta Description (recommended 150-160 characters). Type Meta Keywords into the box and click the green + button to add them as tags.
Open Graph (Social Media): Add an OG Image (recommended 1200x630px) by clicking Upload Image, Library, or URL.
Site Icon: Add a Favicon (recommended 32x32px or 16x16px) using Upload Image, Library, or URL.
Click Save to apply your metadata.

Step 5: Branches

Manage your physical locations or distinct organizational branches.

Navigate to the Branches tab to view the table of existing locations.
Click the green + Add Branch button to open the Create New Branch dialog.
Fill out the required details (*): Branch Name, Address, City, State/Province, ZIP/Postal Code, and Country.
Check the Main Branch box if this is your primary location.
Optionally provide a Phone Number, Email, and Description.
Click Create Branch to save the new location.

Step 6: Members

Control internal staff access and module privileges.

Navigate to the Members tab to view your current user list.
Invite a New Member: Click + Invite Member. Enter their Full Name and Email Address. Check the exact Access Modules they are permitted to manage (e.g., Organization, Website, Courses, Exams). Add an optional Welcome Message and click Send Invitation.
Manage Existing Members: Next to an active user, use the quick-action icons:
- Envelope Icon: Resend their invitation email.
- Pen Icon: Open the Edit Member Access dialog to check or uncheck their access modules, then click Update Member.
- Trash Can Icon: Remove the user entirely from the organization dashboard.