Organization settings¶
Organization settings control display currency, customization, and organization-level defaults.
Currency¶
Go to Organization > Currency.
- Select the intended display currency.
- Save the change.
- Reopen a cost page and confirm the displayed currency.
Currency changes presentation. They do not change the provider’s source billing currency or rewrite exported source data.
Customization¶
Go to Organization > Customization.
Use the available controls to configure supported platform appearance and organization preferences. Exact controls depend on the enabled customization features.
Settings Overview¶
A direct Organization Settings page exists at the settings overview route. It is available if enabled and can contain organization defaults, notifications, platform preferences, API access, and administrative settings.
Change review¶
| Change | Review before saving |
|---|---|
| Currency | Dashboards, reports, exports, and stakeholder expectations. |
| Customization | Brand approval and accessibility contrast. |
| Organization defaults | Impact on existing users, automations, alerts, and reports. |
| Administrative settings | Whether the change affects all users or only administrators. |
Best practices¶
- Agree on one reporting currency for shared dashboards and reports.
- Record the source currency and conversion context when publishing financial figures.
- Use approved brand assets and accessible colors for customization.
- Test organization-wide changes with a small administrator group.