Modifying Organizational Settings through the Classy Manager

Last Updated: Jul 03, 2018 02:46PM PDT

The Classy Manager allows for organizational settings to be quickly viewed and edited. In this support article, we will walk through how to edit an organizational setting can be modified using the Classy Manager

 

1. Navigate to the Classy Manager
2. Select the ‘Settings’ Tab
3. Click to Edit Organizational Settings

 

1. Navigate to the Classy Manager

From the classic dashboard view, you can click on the avatar in the top right hand of the screen.

2. Select ‘settings’

Once in the Classy Manager, select the settings section to gain access to your organizational settings.

3. Select Organization From the Settings Menu

Opening the Organization settings editor will allow you to edit high-level organizational information, including name, EIN, social media links, and Classy Mode.

Take particular care to note the Primary Account Contact as this is the contact who will receive all critical product updates and announcements. If you wish for these notifications to go to multiple people, please set up a new email address through your email provider for this specific purpose. Then configure the new email address to forward all messages to the relevant individuals.

If you have any questions please contact Classy Support.