Organization Settings

This article provides detailed instructions on how to update the Organization settings in WiseStamp for Teams. An Organization can represent regions, branches, or other divisions within a company, and each Organization must have a unique name and domain. This article covers essential tasks such as how to change your email provider, update your domain, add new organizations, and change organization names.

!note!If your account has more than one organization, go to the top of the main navigation panel and click the Organization dropdown list. Then click the Settings icon in the row of the relevant organization.!/note!

Update domain: Non-integrated accounts

If your account is NOT yet integrated with a corporate directory (Google Workspace or Azure AD), you can change the domain by editing your Organization settings.

To update your domain name: 

1. On the main navigation panel, click Settings and then click Organization.
2. In the Domain section, update the domain.
3. Click Save changes on the bottom of the page.

Change the domain of an integrated account

The domain of an organization that is integrated with a corporate directory cannot be changed by editing the Organization settings. Instead, use one of the following workflows, depending on the reason for the change:

• Switch email provider
• Add a new organization 

Switch email provider

If you want to change providers (e.g., Google Workspace to Office 365), you can switch your integration from the old provider to the new one. All company details, employee data, signature settings, etc. will be saved.

To switch your email provider: 

1. On the main navigation panel, click Settings and then click Organization.
2. In the Email service section, click Remove. 
3. From the popup, click Remove Integration. 
4. If you want to change the domain name, the Domain section, update the domain.
5. In the Email Service section, select the service relevant for your new organization.
6. Click Save changes.
7. Reintegrate your account, as described in Outlook 365 Domains Integration or Google Workspace Integration.

Add a new organization

1. Go to the main navigation panel. 
2. At the top of the panel, click the Organization dropdown list and click Add organization.
3. In the popup, enter the name of your new organization, and then select your email platform.
4. Click Create organization and and the name of the new organization is displayed at the top of the navigation panel.

Replace an organization

This workflow should be performed only when your company is undergoing major changes. The process involves adding a new organization, and then deleting the old one. Be aware that none of your account details are saved when you delete the old organization. However, you can copy signatures from your old organization to the new organization.

1. Create a new organization, as described in Add a new organization.
2. Go to the old organization (by selecting it from the organization list on the top of the main navigation panel).
3. On the Signatures page, select each signature that you want to copy and select Actions>Duplicate. Then select the new organization from the organization list.
4. Note that you have to add/import your employees list from the new organization, and follow the group and signature assignment process for the new organization.
5. Once your new organization is set up, you can delete the old organization by clicking the relevant Trash icon from the organization list.

Change Organization name

Follow these steps to change the name of your organization. Remember, each organization name must be unique within your account.

To update your Organization name: 

1. On the main navigation panel, click Settings and then click Organization.
2. In the Organization name section, update the name.
3. Click Save changes on the bottom of the page, and the new name is displayed at the top of the navigation panel.