Configuring the Organization
This guide covers the initial settings that affect the whole organization. Only the Owner sees and changes the General section; everyone else sees only the settings allowed by their granted capabilities.
Open the General section
Section titled “Open the General section”- In the upper-right corner, open the user menu through your avatar.
- Select Settings. For the owner, this shortcut opens Subscription first.
- In the side navigation, under Organization, select General.
The direct address is /settings/organization. If the account is not an owner, SquadOS hides this option and redirects the direct address to an available section.
Identity
Section titled “Identity”Under Identity, configure how the organization appears to people who talk to your agents:
- Platform Name — required and accepts up to 100 characters.
- Platform Logo — accepts PNG, JPG, WebP, or SVG up to 100 KB; the displayed recommendation is 128 × 128px in PNG or SVG.
- Hide SquadOS logo in sidebar — leaves only the company’s name and logo in the sidebar. The control is enabled only after the organization has a logo.
To change the logo, select Upload Logo and choose the file. When a logo already exists, Remove opens a confirmation before deleting it.
Language
Section titled “Language”Under Organization language, choose Portuguese (Brazil) or English. This setting controls the language of emails sent by the platform; it does not automatically change each member’s personal interface language.
Time zone
Section titled “Time zone”Under Organization time zone, choose an IANA identifier such as America/Sao_Paulo or Europe/Lisbon. The Right now in that zone line lets you verify the choice immediately.
The same zone is used by time windows in automations, campaigns, inboxes, and conversation transfer. Set it before publishing scheduled flows so the entire team interprets times consistently.
Meeting transcripts
Section titled “Meeting transcripts”Under Keep the transcript for (days), enter an integer from 1 to 3650. The retention period applies only to the transcript text:
- call audio is not stored;
- meeting minutes are kept permanently.
Select Save Customization after reviewing the name, language, time zone, and retention period. Uploading or removing the logo takes effect as part of that action itself.
Where the other settings live
Section titled “Where the other settings live”Visible sections depend on your access and the features enabled for the organization:
| Category | Example sections |
|---|---|
| Personal settings | Profile and Preferences, available to every authenticated person |
| Organization | General, Users, and Rooms when enabled |
| Customer Service & CRM | Quick replies and WhatsApp templates |
| Emails | Domains and senders and Email Delivery |
| AI Agents | AI provider, AI models, and Anti-bot protection |
| Developers | API and Webhooks |
| Billing | Subscription |
See Organization Settings for the full map, Users and Roles for team access, and Plan and Credits for billing.
Next step
Section titled “Next step”With the organization configured, invite your team under Users and follow Your First Complete Agent.