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Organization settings

Organization settings control display currency, customization, and organization-level defaults.

Currency

Go to Organization > Currency.

  1. Select the intended display currency.
  2. Save the change.
  3. 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.