Organization Settings
Configure your organization
Overview
Organization settings configure your SimplyManage workspace at the highest level. These settings affect all users and establish defaults for projects, time tracking, and billing.
Accessing Organization Settings
- Navigate to Organization in the sidebar
- View and edit various setting categories
Warning
Only Admin users can access and modify organization settings.
General Settings
Organization Information
- Organization Name - Your company or team name
- Logo - Displayed in navigation and reports
- Address - Business address for invoices
- Contact Email - Primary contact for your organization
Regional Settings
- Timezone - Default timezone for the organization
- Date Format - MM/DD/YYYY or DD/MM/YYYY
- Time Format - 12-hour or 24-hour
- Week Start - Sunday or Monday
Work Settings
Work Hours
Define your organization's standard work schedule:
- Daily Hours - Standard hours per day (e.g., 8 hours)
- Weekly Hours - Standard hours per week (e.g., 40 hours)
- Work Days - Which days count as work days
These settings are used for:
- Calculating utilization percentages
- Timesheet requirements
- Capacity planning
- Forecasting
Time Tracking Defaults
- Minimum Entry Duration - Smallest allowed entry (e.g., 15 min)
- Maximum Entry Duration - Longest single entry allowed
- Time Rounding - Round entries to nearest interval
- Require Description - Make descriptions mandatory
- Require Project - All entries must have a project
Time Rounding
Rounding to 15-minute intervals simplifies billing and timesheet review while maintaining reasonable accuracy.
Billing Settings
Currency
- Default Currency - Used for all billing and reports
- Currency Display - Symbol position and decimals
Default Rates
- Default Billing Rate - Fallback rate for projects
- Default Cost Rate - Internal cost calculation
Timesheet Settings
- Timesheet Period - Weekly (most common) or bi-weekly
- Submission Deadline - When timesheets are due
- Approval Required - Enable/disable approval workflow
- Lock Approved Entries - Prevent editing approved time
Notification Settings
Configure organization-wide notification defaults:
- Timesheet Reminders - Remind users to submit
- Budget Alerts - Notify on budget thresholds
- Timer Reminders - Alert on long-running timers
Integration Settings
Configure organization-wide integrations:
- Jira Cloud - Connect organization to Jira
- GitLab - Connect to GitLab instance
- SSO/SAML - Enterprise authentication (if available)
Data & Privacy
- Data Retention - How long to keep historical data
- Export Data - Download all organization data
- Delete Organization - Permanently remove all data
Deleting Organization
Deleting your organization permanently removes all data including users, projects, time entries, and reports. This cannot be undone.