Accessing organization settings
Navigate to Dashboard → Organization from the left sidebar. The page opens on the Overview tab, showing your current details at a glance. Click Edit in the top-right corner of the card to open the edit panel and make changes. The page has two tabs:- Overview — displays your current organization details in a read-only summary.
- Preferences — lets you toggle clinic-wide feature and workflow settings, grouped by category. Use the search bar at the top to find a specific preference quickly.
What you can configure
Clicking Edit opens a panel with the following fields:
After editing, click Save Changes to apply your updates, or Cancel to discard them.
Your Company Code is a read-only identifier assigned when your account was created. It appears on the Overview tab and cannot be edited. You can see when the account was created under Account Created On.
Workspace preferences
The Preferences tab contains toggle switches for clinic-wide settings such as notification behaviour, workflow automations, and feature visibility. Preferences are grouped into categories and subcategories. Toggle any switch to enable or disable that preference immediately — changes take effect as soon as you toggle them, with no save step required. Use the search bar to filter preferences by name, description, or category when you know what you are looking for.Changes to Organization settings take effect immediately for all users in your clinic. There is no draft or pending state — updates to your clinic name, address, or timezone are live the moment you save.