General Settings
The General Settings page allows organization owners to configure the fundamental properties and preferences of their organization. This is where you manage the organization's identity and notification settings.
Accessing General Settings
Navigation Path:
Only users with Organization Owner role can access and modify these settings.
Organization Properties Interface
The organization settings interface provides a clean, organized layout for managing your organization's fundamental properties. Here's the structure you'll encounter when accessing the General Settings page:
This interface preview shows the actual layout you'll see when visiting your organization's General Settings page. All form fields are functional and provide real-time validation feedback.
Configuration Options
Organization Name
| Field | Type | Required | Description |
|---|---|---|---|
| Name | Text input | Yes | The display name for your organization shown throughout the application |
Behavior:
- Cannot be empty
- Cannot be changed for default organizations
- Max length: 255 characters
- Visible to all organization members
- Used in headers, reports, and user interface elements
Organization Moniker
| Field | Type | Required | Description |
|---|---|---|---|
| Moniker | Text input | Yes | Unique identifier for the organization used in URLs and API calls |
The moniker is a unique identifier used throughout the system. Exercise extreme caution when changing it as it involves many delicate changes to URLs, database references, and API endpoints.
Moniker Rules:
- Must be unique across the entire instance
- Acts as your organization's
yourserverin URLs likehttps://yourserver/... - Cannot be changed for default organizations
- Used in API endpoints and database naming
- Cannot contain spaces or special characters (except hyphens and underscores)
Validation:
- Alphanumeric characters allowed
- Hyphens and underscores permitted
- No spaces or special symbols
- Case-insensitive uniqueness check
Where the Moniker is Used
The organization moniker is a fundamental identifier that permeates multiple layers of the Gigantics system. Understanding where it's used helps explain why changes to this field require extreme caution.
URL Structure and Navigation
The moniker forms the primary component of all organization-specific URLs:
Impact of Changes:
- All saved bookmarks and browser history become invalid
- API clients using hardcoded URLs will break
- External integrations and webhooks need manual updates
- User documentation containing URLs becomes outdated
API Authentication and Security
The moniker is embedded in authentication tokens and API keys:
Security Implications:
- Changes invalidate all existing authentication tokens
- Users may be logged out immediately after moniker change
- API integrations with stored tokens will need re-authentication
- Session management systems must be flushed
- Password reset links and invitation tokens become invalid
Database and Storage Systems
The moniker is used in database naming conventions and file paths:
System Impact:
- Database schema references may need migration scripts
- File system paths are hardcoded and require renaming operations
- Backup and restore procedures must be updated
- Data archival systems lose track of associated files
Service Integration Points
External services use the moniker for service identification:
Integration Impact:
- Microservice configurations need manual updates
- Kubernetes deployments require namespace changes
- Container registry paths must be recreated
- Service mesh configurations break
- Load balancer rules need updating
Monitoring and Logging Systems
Log aggregation and monitoring services group data by moniker:
Observability Impact:
- Historical monitoring data becomes orphaned
- Log analysis queries need updating
- Alert notification configurations break
- Performance baselines disappear
- Debugging sessions lose continuity
User Experience and Client Applications
Client applications store the moniker as configuration:
User Impact:
- Users may see "organization not found" errors
- Saved work sessions and preferences reset
- Browser caches contain stale configuration
- Mobile app installations may require re-setup
- Desktop shortcuts and favorites break
Why the Moniker Cannot Be Changed Lightly
Given the extensive usage pattern, moniker changes trigger a cascade effect:
Operational Requirements for Moniker Change:
- Planned Maintenance Window: Minimum 4-6 hours of downtime
- Database Migration: Bulk updates to all reference tables
- File System Migration: Rename all organizational directories
- Service Restart: All microservices require configuration reload
- User Notification: Advance notice (minimum 48 hours)
- Backup Verification: Full system backup before change
- Rollback Plan: Emergency revert procedure if issues occur
Best Practice Guidelines
Setting Initial Moniker:
- Choose a permanent, company-registered name
- Avoid abbreviations that might be confusing
- Use only letters (no numbers if possible)
- Consider trademark implications
- Plan for scalability (avoid overly generic names)
Examples of Good Monikers:
acmecorp- Stable, company-aligned identifierinnovate-tech- Descriptive and professionalglobal-dynamics- Suggests scope and purposedata-solutions-pro- Industry-specific naming
Examples of Risky Monikers:
proj2024- Contains date, requires regular changesteam-alpha- Temporary project nametest-environment- Indicates temporary natureadmin123- Contains temporal or sensitive information
Changing an organization moniker is equivalent to performing a full system migration. Plan accordingly and ensure comprehensive testing before implementation.
Description
| Field | Type | Required | Description |
|---|---|---|---|
| Description | Text area | No | Detailed information about your organization's purpose and structure |
Best Practices:
- Use this field to explain your organization's mission
- Include information about team structure or project categories
- Helpful for new members understanding the organization's context
- Supports multi-line text and up to 1000 characters
- Common organizational purposes (technical, administrative, compliance-focused)
Email Configuration
| Field | Type | Required | Description |
|---|---|---|---|
| Email input | No | Corporate email address for organization notifications |
Email Functionality:
- All organization-level notifications are routed to this address
- Used for system alerts, security notifications, and administrative messages
- Optional field - if not set, notifications may be disabled or go to individual users
- Must be a valid email format
- Can be changed at any time by organization owners
Common Use Cases:
- Security alerts and authentication notifications
- System maintenance notices
- Billing or licensing communications
- Administrative notifications about project activities
Organization Deletion
Permanent Action: Deleting an organization cannot be undone. Make sure you have backups of all important data before proceeding.
The Delete Organization button allows permanent removal of the organization and all associated data.
Before Deletion
⚠️ Pre-deletion Checklist:
- Ensure all critical project data is exported and backed up
- Notify all organization members of the impending deletion
- Verify that you have any necessary compliance or audit data preserved
- Confirm you have admin rights (only organization owners can delete)
What Gets Deleted
When an organization is deleted, the following are permanently removed:
- All projects within the organization
- All datasets, rules, and job configurations
- All user assignments and role configurations
- All organization-specific settings and preferences
- All dictionary data and transformation history
- All database connections and credentials
What Gets Preserved
- Individual user accounts (they don't get deleted)
- Global system settings
- Other organizations on the same instance
- Any shared or exported data that was saved outside the organization
Security and Permissions
Access Control
Only users with the Organization Owner role can:
- View the General Settings page
- Modify organization properties
- Access the deletion functionality
- Change the organization moniker
Audit Trail
All changes to organization settings are:
- Logged with user, timestamp, and previous values
- Visible in organization audit logs
- Cannot be hidden or deleted by regular users
Field Restrictions
| Setting | Can be Modified by | Notes |
|---|---|---|
| Name | Organization Owner | Cannot be changed for default org |
| Moniker | Organization Owner | Cannot be changed for default org |
| Description | Organization Owner | Always editable |
| Organization Owner | Always editable | |
| Deletion | Organization Owner | Requires confirmation |
Best Practices
Name Configuration
- Choose a descriptive but concise name
- Include your company or team name for clarity
- Avoid internal acronyms that new members won't understand
- Consider how it will appear in reports and emails
Moniker Selection
- Keep it short and memorable
- Use only lowercase letters, numbers, hyphens, and underscores
- Make it unique from team names in other organizations on the same instance
- Once set, avoid changing unless absolutely necessary
Description Guidelines
- Include information about organization's purpose
- Describe the types of projects managed
- Mention any special compliance or security requirements
- Keep it professional and informative
Email Setup
- Use a group email distribution list if possible
- Ensure the mailbox is regularly monitored
- Consider setting up email forwarding for backup
- Use a domain that matches your organization's brand
Troubleshooting
Can't Save Changes
Problem: Save button doesn't work or shows an error
Solutions:
- Verify you have organization owner permissions
- Check if the organization is a default system organization
- Ensure the moniker doesn't conflict with existing organizations
- Verify all required fields are filled correctly
Moniker Validation Errors
Problem: Won't accept the moniker you entered
Common Issues:
- Moniker already exists (case-insensitive)
- Contains invalid characters (spaces, special symbols)
- Too long or too short
- Starts or ends with special characters
Solution: Use only letters, numbers, hyphens, and underscores
Email Notification Issues
Problem: Not receiving organization notifications
Things to Check:
- Email address is correctly formatted
- Email server is accepting messages from the application
- Junk/spam filters aren't blocking organization emails
- Distribution list is properly configured if using a group email
Integration Points
API Access
The moniker is used in:
- API endpoint URLs:
https://yourserver/api/v1/organizations/yourorg-id/ - Database naming conventions
- Project URLs and navigation
- Authentication tokens and credentials
Dependencies
Organization settings affect:
- Project creation and management
- User invitations and role assignments
- Custom role definitions
- Email notification routing
- API authentication and access control
Related Documentation
- Organization Overview - General organization management
- Members Management - User access and invitations
- Roles Configuration - Custom permission sets
- Project Settings - Project-level configuration
- Security Configuration - System-wide security settings