You can manage organization-wide settings including your organization's details, locations, departments, and user licenses. These functions are generally for system administrators. Standard users will not have access to Organization Settings. When you click on Organization Settings in the Structure dashboard, you will see the areas of your organization you can edit.

Your options are:

  1. Manage Locations

  2. Manage Departments

  3. Manage Organization

  4. Add User Licenses

  5. Add Button (Locations / Departments / Licenses)



1. Manage Locations

If your organization has multiple locations or offices, this tool will help keep users organized. A social intranet page will be created for the location so that all users who are assigned to this location will have a place to share updates and communicate.


Permissions Required: We recommend that only system administrators have access to Manage Locations. Moving users between locations requires the permission to edit users.


There are a couple details about a location that can be edited:

  • Location Info

    • Location Name - This is a required field and was entered when the location was created. This name will be used across Align Us to represent this location.

    • Location Head - A user who is in charge of this location, typically a supervisor, principal, or general manager. This user will have administrator access to this location’s social intranet page. They will be able to add or remove page editors and create posts as this location.

    • Address - The street address.

    • Apt/Ste/Unit - The unit or suite number.

    • City - The city this address is located in.

    • State - Choose the state this city is in from the dropdown (USA only).

    • Zip Code - The 5 digit zip code.

    • Phone Number - The primary phone number, for internal use by your organization.

  • Social Intranet Page - Every location gets a page on the social intranet. Users who are assigned to a location will see the location's recent activity in their news feed.

    • Page Editors - Multiple users can be assigned as page editors for this location’s social intranet page. These users will be able add and remove location members and edit the location’s info on the social intranet page. They will not be able to add or remove other page editors.

    • Location Image - This image will be used across Align Us to represent this location.

    • Go To Page - This link will take you to the location’s social intranet page. If you are the location head or a page editor you will be able to edit the team’s page from this view.



2. Manage Departments

Departments are a great way to keep your users organized. Users who are in the same department will be easily connected on Align Us. A social intranet page will be created for the department so that all users who are assigned to this department will have a place to share updates and communicate.


Permissions Required: We recommend that only system administrators have access to Manage Departments. Moving users between departments requires the permission to edit users.


There are a couple details about departments that can be edited:

  • Department Info

    • Department Name -  This is a required field and was entered when the location was created. This name will be used across Align Us to represent this location.

    • Department Head - A user who is in charge of this department, typically a supervisor, manager, or executive. This user will have administrator access to this department’s social intranet page. They will be able to add or remove page editors and create posts as this department.

    • Address - The street address.

    • Apt/Ste/Unit - The unit or suite number.

    • City - The city this address is located in.

    • State - Choose the state this city is in from the dropdown (USA only).

    • Zip Code - The 5 digit zip code.

    • Phone Number - The primary phone number, for internal use by your organization.

  • Social Intranet Page - Every department gets a page on the social intranet. Users who are assigned to a department will see the department’s recent activity in their news feed.

    • Page Editors - Multiple users can be assigned as page editors for this location’s social intranet page. These users will be able add and remove location members and edit the location’s info on the social intranet page. They will not be able to add or remove other page editors.

    • Department Image - This image will be used across Align Us to represent this location.

    • Go To Page - This link will take you to the location’s social intranet page. If you are the location head or a page editor you will be able to edit the team’s page from this view.



3. Manage Organization

Clicking on the Manage Organization card opens your organization’s details from the Recent Items in the main toolbar. These changes will affect the entire organization.


Permissions Required: We recommend that only system administrators have access to Manage Organization as editing this section will affect the entire organization.


There are several aspects of the organization that can be edited:

  • Organization Information

    • Organization Name - The name of your organization and a required field.

    • Address - The street address.

    • Apt/Ste/Unit - The unit or suite number.

    • City - The city this address is located in.

    • State - Choose the state this city is in from the dropdown (USA only).

    • Zip Code - The 5 digit zip code.

    • Phone Number - The primary phone number, for internal use by your organization.

    • Industry - Choose which industry your organization is in from the dropdown.

  • Timezone - Choose the timezone that your organization resides in from the dropdown.

  • Personalization

    • Toolbar Color - Choose a color scheme for your organization from the dropdown. The main toolbar and buttons will become the color combo of your choice for every user in your organization. Users can customize their personal view of Align Us to any color they like.

    • Hex Color - Don’t see a color you like? Completely customize your organization’s color scheme by entering the hex value, rgb value, or the color’s name in English. An accent color will be automatically generated based on the color you enter.

    • Profile Picture - This image will replace the Align Us logo in the top right corner of your organization’s view of Align Us. This image will also be used in the social intranet to represent your organization.

  • Social Page - Clicking this tab will show you a preview of what your organization’s social page will look like.



4. Add User Licenses

The first ten users you add to the organization, including yourself, are free! You can add additional users if you purchase a monthly subscription per user.


Permissions Required: We recommend that only system administrators have access to purchase additional user licenses.


The first step of the Add User License wizard will tell you the number of user licenses you currently have and how much you are paying. Follow the steps in the wizard to choose the number of user licenses to add and enter your billing info. Before you click Finish, you can go back and edit the info you entered using the Previous button.



5.Add Button (Locations / Departments / Licenses)

You can use the Add button to add locations, departments, or user licenses. Click one to launch the wizard that will guide you through the process.


Permissions Required: We recommend that only system administrators have access to these add functions.


  • Add Location - This wizard only requires the name of the location. You will edit the location’s details in Manage Locations.

  • Upload Locations - You can upload a list of locations. The first line of your file must be the column header: Name. Your file must have a .csv extension. You will edit the details of the locations after you upload them.

  • Add Department - This wizard only requires the name of the department. You will edit the department’s details in Manage Departments.

  • Upload Departments - You can upload a list of departments. The first line of your file must be the column header: Name. Your file must have a .csv extension. You will edit the details of the departments after you upload them.

  • Add User Licenses - Clicking this button will take you to the same wizard as clicking on the Add User Licenses card in the Organization Settings dashboard. The wizard will require you to enter the amount of user licenses you wish to purchase and your billing info.