Organization Settings

Click here to view "Organization Settings" video

Step #1

Click on your profile picture or initials to reveal the quick-start menu.

Step #2

Click "Organization Settings".

Don't see Organization Settings? That's because it only shows up if you're an Admin user. 

Step #3

Here you can edit the "Organization Name" (optional). 

Step #4

Select your organization's "Time Zone" (optional).  The timezone will be defaulted to UTC by the system. 

Step #5

Click "Choose File" to upload an organization logo.

Step #6

Select a "Currency" for your cost of quality to be calculated in.

Step #7

Select a "Display Mode" from "Standard" or "Batch"

Step #8

Adjust your Organization Settings to customize how documents and permissions are managed in Isolocity. Options include:

• Document Validity Period (in days): Add a validity notice at the bottom of PDFs to prevent uncontrolled paper copies in your facility.
• Document Header: Display the Document Name and Revision Number automatically on PDFs uploaded into the Documents module.
• Custom Footer Lines: Add or edit footer text on PDFs uploaded into the Documents module by enabling this option and entering your custom text in the fields provided.
• Admin Access to Team QMS Modules: Restrict the ability to create items (such as error codes or document types) to administrators only.

Step #9

Adjust your Organization Settings to strengthen and customize how security features are managed in Isolocity. Available options include:

• Password Expiry (90 days): Require users to update their password every 90 days. This helps reduce the risk of compromised credentials being used indefinitely and encourages strong password hygiene across your organization.
• Account Lockout (after 5 failed login attempts): Automatically lock a user’s account if five incorrect login attempts are made in a row. This prevents brute-force attacks and safeguards your system from unauthorized access attempts. 
• Multi-Factor Authentication (MFA) via Email: Add an extra layer of protection by requiring all users to verify their identity through a secondary step sent to their email. This ensures that even if a password is compromised, the account remains protected.

Step #10

Toggle Global Email Notifications On/Off. This setting controls the default notification preferences for all users in your database. Keep in mind that individual users can still customize their own email notification settings if needed.

Step #11

Enable Single Sign-On and Azure Active Directory.  For more information, please see our knowledge base article here. 

Step #12

Adjust "Primary Contact" information, if needed. 

Step #13

Adjust "Secondary Contact" information, if needed.

Step #14

Click "Save Settings".