Modifying Organizational Settings through the Classy Manager

Last Updated: Nov 29, 2017 08:59AM PST

The Classy Manager allows for organizational settings to be quickly viewed and 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 ‘settings’
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. Click to Edit Organizational Settings

Opening the ‘organization’ editor will allow you to edit high level organizational information, including name, EIN, and social media links.

Take particular care to note the ‘primary account contact’ this is the contact to which all critical product updates and announcements will go to. If you wish for these notifications to go to multiple people. Please set up a new email address for this specific purpose and then configure the new email address to forward all messages to the relevant individuals.