Organizational Settings allow administrators to manage organization-level configuration options that affect Community Development workflows, notifications, fees, invoices, inspections, licenses, certificates, scheduling, and more.
This guide will walk you through some key areas within Organizational Settings.
Who can use this feature?
System Administrators | Container Administrators
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.
Key Areas Within Organizational Settings
Organizational Settings allow administrators to manage organization-level configuration options that affect how different areas of Community Development behave.
These settings can impact internal workflows, public-facing options, automated notifications, fee and invoice behavior, inspections, licenses, certificates, scheduling, permit approvals, project approvals, and mapping-related settings.
This video provides a high-level walkthrough of the most commonly reviewed Organizational Settings sections. It is not a full breakdown of every available option. Instead, it is designed to help administrators understand what each major section controls and when they may need to review or update those settings.
Note:
For a full description of each area within Organizational Settings, review the Organizational Settings Guide.
Knowledge Check
This Knowledge Check includes 5 questions based on this article. Select the arrow next to each question to reveal the answer. You can review the article at any time while completing the Knowledge Check.
Question 1: Where can administrators access Organizational Settings?
Answer: Administrators can access Organizational Settings from Admin Tools by selecting Organizational Settings.
Question 2: What type of information is managed in the Institution section?
Answer: The Institution section includes core organization information, such as the municipality name, address, phone number, admin email, and website. It may also include organization-wide options such as enabled modules, map settings, GIS display options, and inspection map visibility.
Question 3: Why is it important to keep institutional information accurate?
Answer: Institution information may appear on generated documents, including invoices. Keeping this information accurate helps ensure records and documents display the correct organization details.
Question 4: What are some examples of options controlled by Invoicing Settings?
Answer: Invoicing Settings can affect how invoice information appears; whether fees are recalculated automatically based on valuation or area-dependent fees; whether fees and fines are linked to violation tickets or codes; invoice past-due and sent-for-collection statuses; and default invoice due-date calculations.
Question 5: What types of options may be found in Other Settings?
Answer: Other Settings may include configuration options for checklists, dashboards, inspections, inspection length, owner approval before approving an application, licensed contractor requirements before applying for a permit, public record search, and other important record requirement flags.