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Manage organization settings

Configure organization settings for appearance, curation, gamification, notifications, and security

Use organization settings to control how your workspace looks, how you curate content, how gamification works, and who can see and join your organization.

Who can use this feature?

  • Available for users with role Owner.

  • Available on All Plans

  • Available on Desktop


Accessing organization settings

  1. Open Administration in the main navigation pane on the left side.

  2. Go to Settings. Use the tabs to switch between General, Curation, Security, and Notifications.

General settings

Separate compliance settings control whether managers can manually complete compliance assignments and whether they can waive compliance assignments. For availability, permissions, instructions, and the effects of each action, see Manually completing and waiving compliance assignments.

Organization name and logo

  1. Enter your Organization name. This attribute is required.

  2. Click Upload image to add or change the organization logo, then click Save image. You can also delete the image in this dialog window.

  3. Click Save.

Note: Calendar invitations for events display your organization name as the organizer.

Shortcuts

Owners can configure multiple labeled links to external tools and learning resources for members.

  1. Open Administration → Settings → General. In Shortcuts, click Edit.

  2. In the separate form above the existing entries, fill in Label (required) and Link URL (required).

  3. Click Shortcut with the plus symbol. The entry is added to the end of the list, and the form clears so you can add another shortcut.

  4. Edit existing labels and URLs directly in the list. To reorder entries, drag and drop them using the handle on the left.

  5. To remove an entry, click the trash icon on the right, Delete shortcut. Use this option rather than clearing the entry’s fields.

  6. Click Save.

Note: Each existing entry needs a nonempty label and a valid URL. The adding form can remain completely empty, but partially completed or invalid entries must be corrected before saving. Validation messages include This field is required and Enter a valid URL.

If the adding form contains a complete, valid entry, Save includes it even if you have not clicked Shortcut. You can also save an empty shortcut list.

Members access the links through Shortcuts at the top right, next to Help. The menu appears in the non-mobile header when the currently selected organization has at least one entry with both a label and a link filled in. Links open in a new browser tab or window.

Compliance

Configure how compliance features work for your organization. Two separate compliance settings control whether managers can manually complete compliance assignments and whether they can waive compliance assignments for their team members.

Curation settings

Curation language

Define which languages your authors and curation admins can use when curating learning content.

  1. Choose the Main curation language.

  2. Select any Additional curation languages. This is optional.

  3. Click Save.

Available curation languages are:

  • German

  • English

  • French

  • Dutch

  • Polish

Learning configuration

Control how assessments and goal setting work for your learners.

  • Assessment type: Choose the preferred assessment type within learning paths. Available options are Self-assessment and Quiz-based assessment.

  • Enable goal setting feature: Let learners define weekly learning goals.

Select the options you want, then click Save.

Gamification

Encourage engagement with learning points and leaderboards.

  • Enable display of learning points: Show or hide learning points across the learner area. This acts as a global display switch for points.

  • Enable individual leaderboard: Rank learners by their points.

  • Enable team leaderboard: Rank teams by their points.

Note: When the display of learning points is turned off, points are not shown anywhere in the learner area (for example on Home, user profiles, and leaderboards). Collection continues in the background and all values become visible again as soon as you turn the switch back on.

Toggle the features you want and click Save.

Note: Learning points must be enabled in order to enable or show the individual or team leaderboard. If you turn off the display of learning points, leaderboards are hidden for learners.

Security and access

Domain restrictions

Control who can see and access your organization based on email domains.

  • Domains: Only users whose email domain matches one of the entries here can see your organization on the choose your organization screen after they sign up.

  • Email domains: Only users with these domains can join your organization via invitation links. If you add users directly from the Users page, a warning appears for addresses outside the allowed domains, but you can proceed.

Note: These domain settings only control organization visibility, domain-based self-join behavior, invitation-link access, and invite warnings. SSO provider routing, including Email-domain SSO routing for SAML 2.0 SSO, is configured separately by edyoucated and is not managed in the organization settings UI. For SAML setup details, see Set up single sign-on (SSO) in edyoucated with SAML 2.0.

  1. Enter one or more domains in the respective fields (for example: example.com, example.org).

  2. Click Save.

Note: When you try to invite users whose email does not match your allowed email domains, you will see a warning before sending the invitation. You can send the email invite anyway and the user will be able to join the organization, although the email address is not among the accepted domains.

Notifications

Use the Notifications tab to configure organization-level email and compliance notification settings. For a broader overview of automatic emails, see Automatic emails overview. For in-app notification behavior, see User notifications. For compliance features, see Compliance.

General email preferences

  • Send non-essential emails: Controls emails such as NPS surveys, onboarding series, and welcome messages. This setting does not control authentication and security emails; other delivery conditions, including deactivation checks, still apply.

Toggle the setting you want and click Save.

Compliance notification settings

Use compliance notification settings to configure reminder and summary preferences for compliance-related communication.

  • Send a due-soon reminder: Configure a reminder before the due date. The default lead time is 7 days. The Reminder timing before the due date (required) value must be a number between 2 and 30. If the value is outside this range, the UI shows Enter a number between 2 and 30.

  • Send overdue reminders: Configure the overdue follow-up schedule. The default overdue follow-up is Standard. Available options are Off, Standard (+3, +7, +14), and Aggressive (+1, +3, +7, +14, +21, +28, +35 days).

  • Send a weekly compliance summary to policy owners: Configure whether policy owners receive a weekly compliance summary. This is enabled by default for published policies with open assignments.

Select the options you want, then click Save.

Lifecycle notifications such as assignment availability, due today or overdue, and cancellation are not configured in this subsection; for the full notification matrix, see Compliance notifications and emails.

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