Settings — Organization

The Settings ▸ Organization page is the tenant-wide profile. It controls how your organization presents itself across emails, audit PDFs, the client portal, and every other downstream surface that references org-level metadata.

The page is exposed at both /settings/organization and the legacy alias /settings/general; both render the same component.

Anatomy of the page

1. Page header

Standard PageHeader with the title General and a one-line description. Lives inside the broader Settings layout — the sub-nav on the left lists every settings sub-page (Organization, Team, Billing, …); this page is the first entry under the General group.

2. Long single-column form

Unlike the Account pages, this is one continuous form with section sub-headings rather than tabs. Sections in order:

Section	Purpose
Organization Logo	Upload + preview; appears in emails, audit PDFs, signatures
General	Name, industry, default verification type, expiry days, timezone
HQ Location	Picker bound to Settings ▸ Locations
Accounting Contact	Name, email, phone for billing surfaces
Support / Admin Contact	Name, email, phone for client-facing surfaces
Document Sharing	Third-party recipient policy, default expiry, watermark
Client Portal	Toggle + subdomain configuration

3. Save / unsaved-changes guard

The form uses react-hook-form with zodResolver and a useUnsavedChanges guard. Navigating away with dirty fields prompts a confirm dialog.

Logo upload

The drop zone accepts:

• PNG, JPG, SVG (preferred PNG with transparent background)
• Max 5 MB
• Drag-and-drop or click-to-browse

On upload, the file is sent to POST /org/logo and the response URL is stored on the org record. The preview swaps instantly; the persisted URL lands on Save.

General fields

Field	Type	Notes
Name	text	Required; min 1
Industry	text	Optional
Default verification type	enum	idv or kyc
Default expiry days	int	1–365; default 30
Timezone	string	IANA timezone, e.g., America/Toronto

These flow into:

• The pre-selected verification type when a user clicks New Verification
• The default expiry timestamp on every verification and envelope
• The timezone used when rendering activity-feed timestamps and audit PDFs

HQ location

The HQ field is a picker, not a free-form input. It binds to a record in Settings ▸ Locations so:

• The HQ pin on Directory ▸ Map has a real lat/lng to plot
• Audit PDFs render the HQ address consistently
• The picker only shows non-archived locations

If no location exists, a CTA links to Settings ▸ Locations to create one inline.

Contacts

Two free-form contact blocks that pipe into different surfaces:

Block	Used by
Accounting Contact	Stripe receipts, invoice footers, billing notifications
Support / Admin Contact	Invite emails, client portal “Need help?” link

Each has name, email, and phone. We recommend role-based aliases (billing@firm.com, support@firm.com) over individual addresses for continuity.

Document sharing defaults

A handful of fields:

• Allow third-party recipients — global toggle; off = no envelope can include external recipients
• Default sharing expiry — TTL for shared verification links
• Watermark text — overlay on every shared PDF (off if blank)

These are defaults; per-envelope and per-verification settings can override.

Client portal

A toggle that exposes a self-serve portal at <your-tenant>.athenty.com. When enabled:

• Subdomain provisioning is automatic via Cloudflare
• The portal mirrors verification + envelope status to the client side
• Clients can update their contact info (suggest-edit on their own Athenty record)

When disabled, the subdomain serves a 404 and clients receive only direct invite emails.

Permissions and scope

Role	View	Edit
Owner / Admin	✓	✓
Member	Indirect (sees side effects)	✗
Viewer	✗	✗

The whole /settings/* tree is admin-only via RoleGuard. Members hitting these URLs get a 403 page.

Audit logging

Every save emits org.settings_updated with the diff. The event surfaces in Settings ▸ Audit Log and is one of the most useful events to monitor for compliance review.

Troubleshooting

Symptom	Most likely cause	Fix
Logo broken	File too large or unsupported type	Use PNG/JPG/SVG under 5 MB
HQ pin missing on Map	No HQ chosen, or the location is archived	Pick a non-archived location
Stripe receipts to wrong email	Accounting contact stale	Update Accounting Contact
Client portal returns 404	Toggle off or subdomain not provisioned	Enable, wait ~5 min for DNS, retry
Wrong timezone on activity feed	Org timezone misconfigured	Update under General

Related pages

• Settings ▸ Locations — populates the HQ picker
• Settings ▸ Verification Defaults — verification-specific overrides
• Settings ▸ Billing — Stripe-facing billing surface
• Settings ▸ Audit Log — org.settings_updated events