Your organization settings: Overview and tips

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Your Organization Settings: Overview and Tips

Your organization settings control how your PerkUp account is structured and managed. This includes company information, time zone preferences, display currency, and integrations. Here’s what you can manage and how to get the most out of it.

1. Organization Profile

Update your company name, logo, and contact details. This information appears in email communications and in your team’s swag store. Make sure your logo is high resolution for the best appearance on swag and in the UI.

2. Time Zone and Currency

Set your organization’s default time zone to ensure automations and reports are properly aligned with your team’s schedule. Choose your default display currency for consistency across transactions and balance reporting.

3. Domains and User Access

Manage which email domains are allowed to create accounts or be added as users. This helps prevent unauthorized access and keeps your team list clean.

4. Integrations

View and manage your connected platforms, such as HRIS tools or Slack. You can enable or disconnect integrations, configure sync settings, and manage data permissions here.

5. Custom Labels and Fields

Create and manage custom fields or labels to help filter, segment, and report on users across your directory. These can be used for automations, targeting, or reporting by team, region, or role.

6. Organization Switcher

If you manage more than one company or region, you can switch between organizations from the top navigation. Each org has its own settings, balances, swag store, and users.

Tips

Keeping your organization settings clean and consistent helps ensure your entire account runs smoothly and your rewards reach the right people at the right time.