Overview

Organization settings define shared identity, dates, local time, support guidance, email-domain rules, and numbering behavior. Review them before loading historical data or inviting a broad group of users.

Account names, email addresses, passwords, MFA, and personal time zones remain personal account settings.

Access needed

You need Manage organization settings. Protected changes can require a recent MFA check.

General settings

Open the organization’s general settings to review:

Setting What it controls
Organization name The shared name shown throughout FTE Tree.
Historical baseline date The earliest date used for starting values and setup history.
Organization time zone The organization context used for shared date and time behavior.
Organization support contact Short guidance from your organization for members or invited users who need help.
Import-number prefix and length The format assigned to new import numbers.

Choose the historical baseline date

Set the baseline early. It provides a consistent starting date for information that should apply throughout the organization’s history.

Before changing it, review existing setup and imported values. A later baseline can make earlier dates invalid; an earlier baseline may require starting values that did not previously exist.

Use Schedule changes by date to understand how the baseline relates to later business changes.

Write the organization support contact

Use one or two non-sensitive sentences that tell people who inside the organization can help with:

  • Access and invitations.
  • Required company sign-in.
  • The people responsible for billing.
  • Approval or setup questions.

This guidance may appear to a verified invitation recipient before they join. Do not include credentials, private phone extensions, or information that should not be visible to every invited user.

If left blank, FTE Tree provides general guidance to contact an organization administrator or supervisor.

Configure the email policy

Open Settings > Organization > Email policy to limit invitation addresses and organization notification recipients to exact domains. Add every allowed domain separately; allowing company.com does not automatically allow mail.company.com. Leave the list blank when any email domain is permitted.

Email policy does not choose a sign-in method or prove company identity. Use Configure company sign-in when the organization must require its identity provider. Both settings take effect on later invitations or requests, so test them with an active administrator before a broad rollout.

Configure import numbering

Choose a prefix and number length that produce recognizable import references. The setting affects new import numbers; it does not renumber earlier imports.

Coordinate the format with any process your organization uses to record import numbers.

Review setting history

Open activity history for a setting to see when it changed and who changed it. Use an action note when your organization requires one.

  1. Confirm the organization name.
  2. Set the historical baseline date.
  3. Confirm the organization time zone.
  4. Add the organization support contact.
  5. Choose the import-number format.
  6. Review the email policy.
  7. Configure departments, job codes, position fields, and access.
  8. Test with a small user and data set.

Common questions

Does changing the organization time zone change my profile time zone?

No. The organization and account time zones are separate settings.

Does changing the import prefix rename old imports?

No. It applies to new import numbers.

Is the organization support contact private?

No. Write it for members and verified invited users who may see it.