> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Settings

> Configure your organization's profile, branding, and default settings in Thread

## Overview

Organization settings control how Thread appears to your team and customers. These settings are admin-only and affect everyone in your organization.

***

## Accessing 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:

<Steps>
  <Step title="Click Auto-Fetch">
    Click the **"Auto-fetch Branding"** button.
  </Step>

  <Step title="Review Results">
    Thread pulls your logo, colors, and company name from your domain using Brandfetch.
  </Step>

  <Step title="Adjust If Needed">
    Edit any auto-fetched values that need adjustment.
  </Step>

  <Step title="Save">
    Click **"Save Changes"** to apply.
  </Step>
</Steps>

<Info>
  Auto-fetch uses your email domain to find branding. Ensure your organization's domain is correctly configured.
</Info>

### Manual Logo Configuration

If auto-fetch doesn't work or you prefer different logos:

<Steps>
  <Step title="Click Change Logo">
    Click the **"Change Logo"** or **"Change Icon"** button.
  </Step>

  <Step title="Enter URL">
    Paste the URL to your logo image. Use a publicly accessible URL (CDN, Cloudinary, etc.).
  </Step>

  <Step title="Preview">
    Verify the logo appears correctly in the preview.
  </Step>

  <Step title="Save">
    Click **"Update Logo"** to confirm.
  </Step>
</Steps>

**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

<Tip>
  Use hex codes (e.g., `#04593a`) for precise color matching. Click the color picker to choose visually.
</Tip>

***

## Email Preview

Preview how emails will appear to customers before sending.

### Testing Email Appearance

<Steps>
  <Step title="Navigate to Email Preview Tab">
    In Settings, click the **"Email Preview"** tab.
  </Step>

  <Step title="View Sample Emails">
    See how different email types appear with your branding:

    * Welcome emails
    * Action notifications
    * Milestone updates
  </Step>

  <Step title="Adjust Branding">
    If something looks off, go back to the Editor tab and adjust.
  </Step>
</Steps>

***

## Slack Preview

Preview how Slack messages will appear to customers.

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

<Steps>
  <Step title="Navigate to Email Domain Tab">
    In Settings, click the **"Email Domain"** tab.
  </Step>

  <Step title="Enter Your Domain">
    Enter the domain you want to send emails from (e.g., `notifications.yourcompany.com`).
  </Step>

  <Step title="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
  </Step>

  <Step title="Verify">
    Click **"Verify Domain"** after adding records. DNS propagation may take up to 48 hours.
  </Step>
</Steps>

<Warning>
  Work with your IT team to add DNS records. Incorrect configuration can affect email deliverability.
</Warning>

### 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       | Email        |
| **Approvals**         | Approval requests pending       | Email, Slack |
| **Milestone updates** | Customer completes actions      | Email        |

### Configuring Notifications

<Steps>
  <Step title="Navigate to Notifications">
    Go to **Settings** → **Notifications**.
  </Step>

  <Step title="Select Preferences">
    For each notification type, choose:

    * **Off** - Don't notify
    * **Email** - Send email notification
    * **Slack** - Post to Slack channel
    * **Both** - Email and Slack
  </Step>

  <Step title="Configure Slack Channel">
    If using Slack notifications, select which channel to post to.
  </Step>

  <Step title="Save">
    Click **"Save Preferences"**.
  </Step>
</Steps>

***

## Default Settings

### Default Template

Set a default template that's pre-selected when creating new accounts:

1. Go to **Settings** → **Defaults**
2. Select a template from the dropdown
3. Save changes

<Info>
  The default template is just a convenience - users can still select any template when creating accounts.
</Info>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="User Management" icon="users" href="/admin-guide/user-management">
    Manage team members and roles
  </Card>

  <Card title="Handoff Configuration" icon="file-edit" href="/admin-guide/handoff-configuration">
    Configure AE handoff forms
  </Card>

  <Card title="Branding" icon="palette" href="/admin-guide/branding">
    Deep dive into branding options
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/overview">
    Connect external tools
  </Card>
</CardGroup>