Organization Settings
What this page covers
Organization Settings holds details that apply to everyone in a warehouse organization. This page covers:
- The organization timezone, which controls how dates and times are shown and when automated billing runs
- The organization logo
- Integration connections and what happens when one is disconnected
Basic Information
The Basic Information section is completed when an organization is created and can be edited later from Organization Settings.
Timezone
Choose the organization's Timezone from the dropdown. The helper text reminds you that the timezone applies to all users in the organization.
Available timezones:
- Hawaii
- Aleutian Islands
- Alaska
- Pacific Time (US & Canada)
- Arizona
- Mountain Time (US & Canada)
- Yukon
- Central Time (US & Canada)
- Saskatchewan
- Eastern Time (US & Canada)
- Atlantic Time (Canada)
- Newfoundland
What the timezone affects
New users created in the organization take the organization's timezone. Users then see dates and times in that timezone wherever they appear, including:
- Dashboard inventory accuracy adjustments
- Inventory orders and shipping orders (created, completed, imported)
- Date pickers that default to today, such as creating an inventory order or date-type stock attributes
- Product last modified dates and inventory history
- Warehouse storage and recurring charge date pickers
- LPN Lookup and LPN history dates
- Invoices, outstanding transactions and all transactions
- Delete Orders and Manual Charges dates
- User Directory joined and email verified dates
- Adjustment, inventory and most ordered SKU reports
Automated jobs also run on the organization's timezone, at the same local time as before:
- Storage billing
- Automatic invoice generation
- Automatic charging for customers billed this way
⚠️ Changing the timezone changes when automated billing runs for the whole organization.
Logo
Upload an organization logo in Basic Information when creating or editing the organization. The logo can be uploaded, replaced or removed. Size limits are the same as for product images.
Integrations
Organization Settings lists the organization's integrations, such as ecommerce, accounting and EDI connections.
Disconnecting an integration requires double confirmation: you confirm once, then confirm again before the connection is removed.
Each integration shows Last modified by, with the user's name and the date and time of the last change, so you can see who connected or disconnected it.
For setup of specific integrations, see QuickBooks Integration and EDI Configuration.
Roles and permissions
| Setting | Can edit | Can view only | Cannot see |
|---|---|---|---|
| Timezone | Org admin, warehouse manager | Other warehouse roles | Customers |
| Logo | Admin, org admin, warehouse manager | Other warehouse roles (preview) | Customers |
Administrators
- Can edit all organization settings
- May see dates in a different timezone from organization users
Customers
- Do not see Organization Settings or the organization logo
Common organization settings issues
| Issue | Likely cause |
|---|---|
| A user sees dates in the wrong timezone | The user was created before organization timezones were introduced and has not been updated, or is an admin |
| Storage billing or invoices ran at an unexpected time | Automated jobs run on the organization's timezone; check the selected timezone |
| Can't change the timezone or logo | Only org admins and warehouse managers (and admins, for the logo) can edit these |
| An integration stopped syncing | Check Last modified by to see whether someone disconnected it |