Organization Settings

Organization Settings

This guide covers how to configure your organization's profile, billing, roles, locations, practice areas, teams, expense categories, notifications, and single sign-on in Octayne PSA.

Updating Organization Name & Logo

1. Click Settings from the Navigation Menu.
2. Update the Organization Name field.
3. Click the logo area to upload a new organization logo.
4. Click Save to apply changes.

[Screenshot: Organization settings page showing the name field and logo upload area]

Tip: Your logo appears on invoices and client-facing documents, so use a high-resolution image for the best results.

Adding Billing Information

1. Click Settings from the Navigation Menu.
2. Click Billing in the central navigation bar.
3. Complete the billing form with your organization's billing details (address, tax ID, payment terms, etc.).
4. Click Save Billing Information.

Your billing details will appear in the footer of all generated invoices.

[Screenshot: Billing form with fields for address, tax ID, and payment terms]

Note: Ensure your billing information is accurate before generating invoices, as it will be printed on every invoice footer.

Adding Roles & Positions

1. Click Settings from the Navigation Menu.
2. Click Roles in the central navigation bar.
3. Enter a Role Name (e.g., Partner, Associate, Paralegal).
4. Enter a Target % Utilization for the role.
5. Click Save.

Repeat to add additional roles as needed.

[Screenshot: Roles settings page showing a list of roles with their names and target utilization percentages]

Tip: Target utilization percentages are used in reporting to measure team members against their expected billable output.

Adding Office Locations

1. Click Settings from the Navigation Menu.
2. Click Locations in the central navigation bar.
3. Enter a Location Name (e.g., New York, London, Remote).
4. Click Save.

[Screenshot: Locations settings page with a list of office locations and the add location field]

Adding Practice Areas

1. Click Settings from the Navigation Menu.
2. Click Practice Areas in the central navigation bar.
3. Enter a Practice Area Name (e.g., Litigation, Corporate, IP).
4. Click Save.

[Screenshot: Practice Areas settings page showing existing practice areas and the input field for new entries]

Adding Teams

1. Click Settings from the Navigation Menu.
2. Click Teams in the central navigation bar.
3. Enter one or more team names.
4. Click Save.

[Screenshot: Teams settings page with the team name input field and list of existing teams]

Adding Expense Categories

1. Click Settings from the Navigation Menu.
2. Click Expense Categories in the central navigation bar.
3. Enter the category names you want to track (e.g., Travel, Filing Fees, Research).
4. Click Save.

[Screenshot: Expense Categories settings page showing existing categories and input for new entries]

Tip: Define expense categories early so your team uses consistent categories when logging expenses against matters.

Configuring Notification Settings

1. Click Settings from the Navigation Menu.
2. Click Notifications in the central navigation bar.
3. Configure your notification preferences (e.g., email alerts for invoice approvals, time entry reminders, matter updates).
4. Click Save.

[Screenshot: Notifications settings page with toggles for various notification types]

SSO Configuration

Note: The SSO option is only visible if single sign-on has been enabled for your organization.

1. Click Settings from the Navigation Menu.
2. Click SSO in the central navigation bar.
3. Configure your Single Sign-On provider settings (identity provider URL, client ID, certificate, etc.).
4. Click Save.

[Screenshot: SSO configuration page with fields for identity provider URL, client ID, and certificate]

Tip: Test your SSO configuration with a single user before rolling it out to the entire organization.