# Organization Settings (/docs/guides/reference/organization-settings) Here's where everything lives in **Settings**, plus the details on the pages that don't have their own guide. Where Everything Lives [#where-everything-lives] | Section | Page | What's there | | ---------------- | ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Account** | Profile | Your name, NPN, and licensed states | | | Notifications | Which alerts you get, and how ([below](#notifications)) | | **Organization** | General Settings | Logo, name, MFA, policy status reasons ([below](#general-settings)) | | | Billing & Usage | Plan, credits, and invoices ([below](#billing--usage)) | | | Users, Invites, & Roles | Your team and their roles. See [Invite Your Team](/docs/guides/getting-set-up/invite-your-team) and [Roles and Permissions](/docs/guides/run-your-team/roles-and-permissions) | | | Operating Hours | Business hours and holidays. See [Business Hours and Holidays](/docs/guides/answer-every-call/business-hours-and-holidays) | | | Softphone Settings | Agent availability, unavailable messages, default dispositions, and manual outbound scripts ([below](#softphone-settings)) | | | Inbox Settings | The default sort everyone's Inbox opens with. See [Your Inbox](/docs/guides/agents/your-inbox#sort) | | | Address Book | Carrier lines, provider numbers, and agent lines your team can dial or transfer to from the softphone | | | Phone Suppressions | Numbers nobody can call or be called by. See [Suppress Unwanted Callers](/docs/guides/phone-numbers/suppress-unwanted-callers) | | | Scenarios | Situations your AI can recognize. See [Default Dispositions and Scenarios](/docs/guides/reference/default-dispositions-and-scenarios#scenarios) | | **Messaging** | Registration & Compliance | SMS and RCS registration. See [SMS and RCS Registration](/docs/guides/stay-compliant/sms-and-rcs-registration) | | **CRM Settings** | Custom Fields | See [Custom Fields](/docs/guides/reference/custom-fields) | | | Tags | See [Customer Tags](/docs/guides/reference/customer-tags) | | | Import Contacts | See [Import Your Book of Business](/docs/guides/getting-set-up/import-your-book-of-business) | | | Customer Assignments | See [Assign Customers to Agents](/docs/guides/getting-set-up/assign-customers-to-agents) | | **Developer** | API Keys, Webhooks | For your developers. See the [API Reference](/docs/api-reference) | | **Integrations** | Integrations | Connected apps, like your CRM. See [Connect Your CRM](/docs/guides/getting-set-up/connect-your-crm) | What you see depends on your role, so some of these might not show up for you. General Settings [#general-settings] **Settings > Organization > General Settings**: * **Organization Logo**: upload up to 2MB. It shows up across your workspace. * **Organization Name**. * **Require MFA for Login**: makes everyone on your team use multi-factor authentication. * **Require Policy Status Reasons**: when it's on, setting a policy to Cancelled or Not Approved by hand asks for a reason, so you always know why you lost one. Softphone Settings [#softphone-settings] **Settings > Organization > Softphone Settings** has four parts: * **Agent availability**: whether agents start out Available or Busy when they log in (**Login status**), your named **Busy statuses** (each with a **Status name** and an optional **Timer (min)**), and whether to enforce auto-answer. Read [Agent Availability and Auto-Answer](/docs/guides/run-your-team/agent-availability-and-auto-answer) before mixing timed statuses with enforced auto-answer. * **Unavailable messages**: what callers hear before an unanswered call ends. * **Default dispositions**: the outcomes for manual outbound calls and destinations without their own. See [Default Dispositions and Scenarios](/docs/guides/reference/default-dispositions-and-scenarios). * **Manual outbound scripts**: the scripts agents can pick on manual outbound calls. Notifications [#notifications] **Settings > Account > Notifications** is a grid of events by channel. Each person sets their own: | Event | Channels | | -------------------- | ------------------------------------------------------------- | | Inquiry Raised | Email, In App (SMS coming soon) | | Task Assigned | Email, In App (SMS coming soon) | | Mentions | Email, In App (SMS coming soon) | | Appointment Booked | Email, In App, when an appointment is booked for you | | Appointment Reminder | Email, In App, plus how far ahead (5 minutes to 1 day before) | Inquiry Raised goes to the customer's assigned agent when the AI logs an inquiry. See [Handle Inquiries](/docs/guides/answer-every-call/handle-inquiries). Billing & Usage [#billing--usage] **Settings > Organization > Billing & Usage** (you need billing permission) works on credits: your plan comes with a monthly credit allowance, and usage draws it down. * **Plans**: three tiers (Independent, Agency, Agency Plus), billed monthly or yearly. Yearly gets you one month free. Checkout and payment run through Stripe, and **Manage Billing** opens the Stripe portal for payment methods and invoices. * **Credits**: your balance and this cycle's usage, with quick **Add Credits** amounts and **auto top-up** (refill by a set amount whenever your balance drops below a threshold), so campaigns never stall on an empty tank. * **Credit Usage**: this cycle's spend by service: Voice AI, Softphone, SMS, RCS, Branded Caller ID, Plan Lookup, and Phone Numbers. * **Transactions**: every charge, with its status and a link to the invoice. Who can see and change these settings. How busy statuses and auto-answer work together. Your operating hours, covered in their own guide.