Overview
Organization settings control how Thread appears to your team and customers. These settings are admin-only and affect everyone in your organization. [SCREENSHOT: Organization settings page overview] Caption: Organization settings includes branding, email configuration, and notificationsAccessing Organization Settings
Navigate to Settings from the main navigation. Only users with admin role can access organization settings.Branding Settings
Customize how Thread represents your company in customer communications.Company Information
| Setting | Description | Used In |
|---|---|---|
| Company Name | Your organization’s display name | Email signatures, portal header, Slack messages |
| Support Email | Customer support contact | Email footers, portal contact links |
| Logo (Wide) | Horizontal logo for emails | Email headers, documents |
| Icon (Square) | Square logo for Slack | Slack messages, avatars |
Auto-Fetch Branding
Thread can automatically fetch your branding from your company’s website:Auto-fetch uses your email domain to find branding. Ensure your organization’s domain is correctly configured.
Manual Logo Configuration
If auto-fetch doesn’t work or you prefer different logos:
Logo Requirements:
- Wide logo: Recommended 200-400px wide, transparent PNG or SVG
- Square icon: 128x128px minimum, used for Slack avatars
Brand Colors
Set your primary and secondary brand colors:- Primary Color - Used for buttons, links, and accents
- Secondary Color - Used for backgrounds and secondary elements
Email Preview
Preview how emails will appear to customers before sending. [SCREENSHOT: Email preview tab showing sample email] Caption: Preview emails with your branding appliedTesting Email Appearance
View Sample Emails
See how different email types appear with your branding:
- Welcome emails
- Action notifications
- Milestone updates
Slack Preview
Preview how Slack messages will appear to customers. [SCREENSHOT: Slack preview tab showing sample message] Caption: Preview Slack messages with your icon and formatting The Slack preview shows:- Your square icon in the message header
- Company name as the sender
- Message formatting and blocks
Email Domain Settings
Configure email sending for your organization.Why Configure Email Domain?
By default, Thread sends emails from a shared domain. Configuring your own domain:- ✅ Improves email deliverability
- ✅ Builds customer trust (emails come “from” your domain)
- ✅ Enables better email tracking
- ✅ Maintains brand consistency
Setting Up Custom Email Domain
Enter Your Domain
Enter the domain you want to send emails from (e.g.,
notifications.yourcompany.com).Add DNS Records
Thread provides DNS records you need to add:
- SPF record - Authorizes Thread to send on your behalf
- DKIM record - Signs emails for authenticity
- DMARC record - Policy for handling failed checks
Verified vs Unverified Status
| Status | Meaning | Impact |
|---|---|---|
| Verified | DNS records confirmed | Emails sent from your domain |
| Pending | Records added, awaiting propagation | Using shared domain temporarily |
| Unverified | Records not found | Using shared domain |
Notification Preferences
Configure when and how Thread notifies your team.Available Notifications
| Notification | Description | Channels |
|---|---|---|
| Workflow failures | Alert when a workflow run fails | Email, Slack |
| Queue items | New items added to queues | |
| Approvals | Approval requests pending | Email, Slack |
| Milestone updates | Customer completes actions |
Configuring Notifications
Select Preferences
For each notification type, choose:
- Off - Don’t notify
- Email - Send email notification
- Slack - Post to Slack channel
- Both - Email and Slack
Default Settings
Default Template
Set a default template that’s pre-selected when creating new accounts:- Go to Settings → Defaults
- Select a template from the dropdown
- Save changes
The default template is just a convenience - users can still select any template when creating accounts.